IPAC vs KYN

Comparison between ISHARES CORE MSCI PACIFIC ETF (IPAC, ETF) and Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF).

5-Year PerformanceKYN has outperformed IPAC, delivering a return of +19.4% compared to +7.5%

IPAC vs KYN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IPAC(ETF)	KYN(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.09%	N/A
Max Drawdown	35.11%	95.14%
Sharpe Ratio	1.26	1.11
5Y Beta	0.82	0.61
5Y Dividends CAGR	14.82%	12.16%

Net Assets

IPAC

$2.60B

Winner

KYN

$2.70B

Expense Ratio

IPAC

0.09%

KYN

N/A

Max Drawdown

Winner

IPAC

35.11%

KYN

95.14%

Sharpe Ratio

Winner

IPAC

1.26

KYN

1.11

5Y Beta

IPAC

0.82

Winner

KYN

0.61

5Y Dividends CAGR

Winner

IPAC

14.82%

KYN

12.16%

IPAC vs KYN - Historical Returns

Returns include dividend reinvestment.

Period	IPAC	KYN
1 month	-0.08%	+0.95%
3 months	+7.52%	+0.84%
6 months	+13.03%	+20.57%
1 year	+25.91%	+21.78%
5 years(CAGR)	+7.47%	+19.41%
10 years(CAGR)	+9.29%	+7.47%
Max(CAGR)	+7.27%	+6.13%

IPAC

-0.08%

Winner

KYN

+0.95%

Winner

IPAC

+7.52%

KYN

+0.84%

IPAC

+13.03%

Winner

KYN

+20.57%

Winner

IPAC

+25.91%

KYN

+21.78%

5Y(CAGR)

IPAC

+7.47%

Winner

KYN

+19.41%

10Y(CAGR)

Winner

IPAC

+9.29%

KYN

+7.47%

Max(CAGR)

Winner

IPAC

+7.27%

KYN

+6.13%

IPAC vs KYN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IPAC	KYN
2026	+11.50%	+17.44%
2025	+25.63%	+2.79%
2024	+7.18%	+59.73%
2023	+14.24%	+14.19%
2022	-13.68%	+16.01%
2021	+3.83%	+42.38%
2020	+11.23%	-51.60%
2019	+18.82%	+8.74%
2018	-13.52%	-21.54%
2017	+24.89%	+5.19%
2016	+6.70%	+27.44%
2015	+3.73%	-50.28%
2014	-5.19%	+5.89%
2013	N/A	+37.23%
2012	N/A	+4.55%
2011	N/A	+5.97%
2010	N/A	+36.08%
2009	N/A	+69.21%
2008	N/A	-40.63%
2007	N/A	-4.23%
2006	N/A	+39.45%
2005	N/A	+3.59%
2004	N/A	+0.00%

IPAC vs KYN Drawdown Comparison

The maximum drawdown for IPAC was -30.99%, occurring on Mar 23, 2020. Recovery took 702 trading sessions.

The maximum drawdown for KYN was -91.18%, occurring on Mar 18, 2020. Recovery took 2808 trading sessions.

The current IPAC drawdown is -1.49%. The current KYN drawdown is -3.30%.

Rank	IPAC	KYN
#1	-30.99% Jan 26, 2018 - Nov 9, 2020	-91.18% Nov 26, 2014 - Jan 29, 2026
#2	-29.61% Sep 13, 2021 - Jul 12, 2024	-67.05% Apr 16, 2007 - Nov 22, 2010
#3	-22.39% Apr 28, 2015 - Feb 10, 2017	-23.47% Apr 1, 2011 - Jan 17, 2012
#4	-15.45% Sep 26, 2024 - May 12, 2025	-16.42% Sep 9, 2005 - Jul 25, 2006
#5	-11.49% Feb 11, 2026 - Mar 20, 2026	-14.05% Feb 27, 2012 - Oct 4, 2012
#6	-11.16% Jul 30, 2014 - Mar 18, 2015	-11.20% Oct 6, 2014 - Nov 20, 2014
#7	-9.95% Jul 16, 2024 - Aug 23, 2024	-9.65% May 21, 2013 - Jun 26, 2013
#8	-5.42% Oct 28, 2025 - Dec 15, 2025	-9.38% Oct 17, 2012 - Jan 7, 2013
#9	-5.17% Feb 16, 2021 - Jun 7, 2021	-8.51% Dec 31, 2013 - Jun 16, 2014
#10	-4.99% Oct 6, 2025 - Oct 27, 2025	-8.34% Jul 1, 2013 - Dec 19, 2013
#11	-4.52% Jun 7, 2021 - Sep 3, 2021	-7.23% Mar 27, 2026 - Apr 30, 2026
#12	-4.12% Aug 30, 2024 - Sep 19, 2024	-6.29% Mar 18, 2005 - Apr 7, 2005
#13	-3.84% Jan 20, 2021 - Feb 8, 2021	-6.14% Mar 5, 2013 - Apr 8, 2013
#14	-3.06% Jul 23, 2025 - Aug 7, 2025	-5.98% May 19, 2026 - May 29, 2026
#15	-2.78% Jun 27, 2025 - Jul 23, 2025	-5.91% Jul 28, 2005 - Sep 8, 2005

Correlation

Correlation between IPAC and KYN is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2005 - 2026)

IPAC vs KYN dividend yield comparison.

Year	IPAC	KYN
2026	0.00%	3.02%
2025	4.32%	7.75%
2024	3.43%	8.34%
2023	3.16%	9.45%
2022	2.76%	9.05%
2021	4.03%	6.42%
2020	1.68%	16.17%
2019	3.37%	10.34%
2018	2.95%	14.17%
2017	2.98%	9.97%
2016	2.66%	11.24%
2015	2.60%	15.20%
2014	0.96%	6.61%
2013	0.00%	4.37%
2012	0.00%	8.97%
2011	0.00%	6.50%
2010	0.00%	6.10%
2009	0.00%	7.75%
2008	0.00%	12.22%
2007	0.00%	6.58%
2006	0.00%	5.29%
2005	0.00%	6.14%