IGD vs KIO

Comparison between Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF) and KKR Income Opportunities Fund (KIO, ETF).

5-Year PerformanceIGD has outperformed KIO, delivering a return of +10.8% compared to +3.3%

IGD vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGD(ETF)	KIO(ETF)
Net Assets	$495M	$493M
Max Drawdown	82.53%	54.47%
Sharpe Ratio	1.19	0.14
5Y Beta	0.55	0.43
5Y Dividends CAGR	4.56%	2.74%

Net Assets

Winner

IGD

$495M

KIO

$493M

Max Drawdown

IGD

82.53%

Winner

KIO

54.47%

Sharpe Ratio

Winner

IGD

1.19

KIO

0.14

5Y Beta

IGD

0.55

Winner

KIO

0.43

5Y Dividends CAGR

Winner

IGD

4.56%

KIO

2.74%

IGD vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	IGD	KIO
1 month	+2.82%	+0.90%
3 months	+7.11%	+2.53%
6 months	+10.82%	+2.62%
1 year	+19.35%	+4.58%
5 years(CAGR)	+10.79%	+3.30%
10 years(CAGR)	+8.94%	+7.63%
Max(CAGR)	+5.31%	+5.83%

Winner

IGD

+2.82%

KIO

+0.90%

Winner

IGD

+7.11%

KIO

+2.53%

Winner

IGD

+10.82%

KIO

+2.62%

Winner

IGD

+19.35%

KIO

+4.58%

5Y(CAGR)

Winner

IGD

+10.79%

KIO

+3.30%

10Y(CAGR)

Winner

IGD

+8.94%

KIO

+7.63%

Max(CAGR)

IGD

+5.31%

Winner

KIO

+5.83%

IGD vs KIO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGD	KIO
2026	+11.80%	+2.61%
2025	+17.40%	-2.83%
2024	+21.59%	+17.41%
2023	+1.52%	+29.09%
2022	-5.17%	-27.27%
2021	+30.35%	+27.26%
2020	-7.55%	+1.34%
2019	+15.38%	+20.28%
2018	-16.71%	-2.51%
2017	+25.47%	+9.90%
2016	+10.55%	+29.34%
2015	-5.55%	-5.77%
2014	+4.15%	-1.42%
2013	+12.66%	-7.01%
2012	+12.13%	N/A
2011	-11.30%	N/A
2010	-0.43%	N/A
2009	+40.90%	N/A
2008	-32.54%	N/A
2007	-13.29%	N/A
2006	+33.18%	N/A
2005	-8.42%	N/A

IGD vs KIO Drawdown Comparison

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

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

The current IGD drawdown is -3.01%. The current KIO drawdown is -8.70%.

Rank	IGD	KIO
#1	-59.27% Jun 1, 2007 - Mar 20, 2014	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-41.01% Jan 24, 2018 - Apr 16, 2021	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-27.27% Aug 27, 2014 - Feb 28, 2017	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-15.80% Jan 12, 2022 - Mar 12, 2024	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-15.14% Aug 31, 2005 - Jul 5, 2006	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-11.01% Mar 31, 2025 - May 16, 2025	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-9.82% Dec 27, 2006 - May 31, 2007	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-6.29% Sep 3, 2021 - Dec 22, 2021	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-6.20% Mar 2, 2026 - Apr 14, 2026	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-5.56% Oct 23, 2017 - Jan 11, 2018	-5.66% May 6, 2019 - Jun 21, 2019
#11	-5.48% Jul 24, 2014 - Aug 25, 2014	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-5.35% Dec 3, 2024 - Feb 19, 2025	-3.48% Mar 28, 2024 - May 3, 2024
#13	-4.94% Mar 28, 2024 - May 15, 2024	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	-4.88% Sep 19, 2025 - Dec 22, 2025	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	-4.84% Jul 31, 2024 - Aug 15, 2024	-3.11% Sep 10, 2021 - Oct 22, 2021

Correlation

Correlation between IGD and KIO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2005 - 2026)

IGD vs KIO dividend yield comparison.

Year	IGD	KIO
2026	4.09%	5.40%
2025	10.49%	12.58%
2024	10.52%	10.90%
2023	9.66%	11.34%
2022	8.87%	11.44%
2021	7.73%	7.45%
2020	9.20%	10.12%
2019	10.47%	9.51%
2018	12.49%	10.53%
2017	9.45%	9.66%
2016	13.23%	9.92%
2015	13.03%	10.81%
2014	10.96%	10.19%
2013	10.91%	3.00%
2012	13.03%	0.00%
2011	13.81%	0.00%
2010	12.21%	0.00%
2009	14.87%	0.00%
2008	18.46%	0.00%
2007	12.49%	0.00%
2006	7.91%	0.00%
2005	7.76%	0.00%