IBD vs KIO

Comparison between INSPIRE CORPORATE BOND ETF (IBD, ETF) and KKR Income Opportunities Fund (KIO, ETF).

5-Year PerformanceKIO has outperformed IBD, delivering a return of +3.5% compared to +1.2%

IBD vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBD(ETF)	KIO(ETF)
Net Assets	$487M	$486M
Expense Ratio	0.41%	N/A
Max Drawdown	16.54%	54.47%
Sharpe Ratio	-0.31	-0.19
5Y Beta	0.04	0.42
5Y Dividends CAGR	27.30%	2.32%

Net Assets

Winner

IBD

$487M

KIO

$486M

Expense Ratio

IBD

0.41%

KIO

N/A

Max Drawdown

Winner

IBD

16.54%

KIO

54.47%

Sharpe Ratio

IBD

-0.31

Winner

KIO

-0.19

5Y Beta

Winner

IBD

0.04

KIO

0.42

5Y Dividends CAGR

Winner

IBD

27.30%

KIO

2.32%

IBD vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	IBD	KIO
1 month	+0.51%	+2.20%
3 months	+0.41%	+1.37%
6 months	-0.31%	+2.68%
1 year	+2.51%	+0.77%
5 years(CAGR)	+1.22%	+3.48%
10 years(CAGR)	+2.05%	+7.06%
Max(CAGR)	+2.05%	+5.87%

IBD

+0.51%

Winner

KIO

+2.20%

IBD

+0.41%

Winner

KIO

+1.37%

IBD

-0.31%

Winner

KIO

+2.68%

Winner

IBD

+2.51%

KIO

+0.77%

5Y(CAGR)

IBD

+1.22%

Winner

KIO

+3.48%

10Y(CAGR)

IBD

+2.05%

Winner

KIO

+7.06%

Max(CAGR)

IBD

+2.05%

Winner

KIO

+5.87%

IBD vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	IBD	KIO
2026	+0.17%	+4.47%
2025	+7.60%	-2.83%
2024	+3.84%	+17.41%
2023	+6.24%	+29.09%
2022	-8.59%	-27.27%
2021	-1.80%	+27.26%
2020	+4.68%	+1.34%
2019	+7.70%	+20.28%
2018	-0.92%	-2.51%
2017	+1.32%	+9.90%
2016	N/A	+29.34%
2015	N/A	-5.77%
2014	N/A	-1.42%
2013	N/A	-7.01%

IBD vs KIO Drawdown Comparison

The maximum drawdown for IBD was -16.30%, occurring on Mar 19, 2020. Recovery took 69 trading sessions.

The maximum drawdown for KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 234 trading sessions.

The current IBD drawdown is -0.65%. The current KIO drawdown is -7.04%.

Rank	IBD	KIO
#1	-16.30% Mar 3, 2020 - Jun 10, 2020	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-14.75% Aug 3, 2021 - Mar 3, 2025	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-4.35% Jan 9, 2018 - Mar 8, 2019	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-2.64% Dec 30, 2020 - Jul 19, 2021	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-2.55% Apr 4, 2025 - Jun 4, 2025	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-2.15% Feb 23, 2026 - Mar 26, 2026	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-1.92% Dec 26, 2017 - Jan 9, 2018	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-1.91% Dec 20, 2017 - Dec 26, 2017	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-1.54% Aug 29, 2019 - Oct 4, 2019	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-1.34% Mar 4, 2025 - Apr 3, 2025	-5.66% May 6, 2019 - Jun 21, 2019
#11	-1.27% Oct 22, 2025 - Nov 25, 2025	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-1.22% Jun 16, 2020 - Jul 20, 2020	-3.48% Mar 28, 2024 - May 3, 2024
#13	-1.19% Sep 7, 2017 - Dec 20, 2017	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	-1.17% Aug 6, 2020 - Nov 23, 2020	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	-1.12% Aug 1, 2017 - Sep 7, 2017	-3.11% Sep 10, 2021 - Oct 22, 2021

Correlation

Correlation between IBD and KIO is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2013 - 2026)

IBD vs KIO dividend yield comparison.

Year	IBD	KIO
2026	2.36%	8.76%
2025	4.17%	12.58%
2024	4.18%	10.90%
2023	3.39%	11.34%
2022	1.75%	11.44%
2021	1.36%	7.45%
2020	1.63%	10.12%
2019	2.47%	9.51%
2018	2.06%	10.53%
2017	0.82%	9.66%
2016	0.00%	9.92%
2015	0.00%	10.81%
2014	0.00%	10.19%
2013	0.00%	3.00%