ITUB vs KKR
Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and KKR & Co. Inc (KKR, Company).
Both ITUB and KKR are from the Financial Services sector.
5-Year PerformanceITUB has outperformed KKR, delivering a return of +23.5% compared to +12.2%
ITUB vs KKR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ITUB vs KKR - Historical Returns
Returns include dividend reinvestment.
ITUB vs KKR - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | ITUB | KKR |
|---|---|---|
| 2026 | +11.74% | -25.04% |
| 2025 | +86.05% | -14.07% |
| 2024 | -21.94% | +83.05% |
| 2023 | +67.63% | +79.50% |
| 2022 | +29.71% | -36.17% |
| 2021 | -2.56% | +89.69% |
| 2020 | -32.18% | +40.15% |
| 2019 | +1.95% | +51.65% |
| 2018 | +8.21% | -6.26% |
| 2017 | +25.69% | +37.82% |
| 2016 | +111.60% | +2.19% |
| 2015 | -41.39% | -28.76% |
| 2014 | +11.81% | +2.80% |
| 2013 | -0.15% | +68.28% |
| 2012 | -10.71% | +21.24% |
| 2011 | -22.22% | -7.33% |
| 2010 | +3.44% | +41.95% |
| 2009 | +84.25% | N/A |
| 2008 | -39.27% | N/A |
| 2007 | +44.83% | N/A |
| 2006 | +47.32% | N/A |
| 2005 | +62.42% | N/A |
| 2004 | +58.50% | N/A |
| 2003 | +107.90% | N/A |
| 2002 | -40.98% | N/A |
ITUB vs KKR Drawdown Comparison
The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.
The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.
The current ITUB drawdown is -15.65%. The current KKR drawdown is -41.84%.
| Rank | ITUB | KKR |
|---|---|---|
| #1 | -69.35% May 30, 2008 - Dec 2, 2009 | -53.09% Jul 29, 2015 - Jan 3, 2018 |
| #2 | -66.01% Sep 2, 2014 - Feb 8, 2017 | -49.42% Jan 31, 2025 - Mar 12, 2026 |
| #3 | -65.93% Apr 10, 2002 - Oct 28, 2003 | -47.92% Nov 3, 2021 - Dec 14, 2023 |
| #4 | -61.98% Feb 4, 2019 - Jun 15, 2023 | -46.51% Apr 29, 2011 - Feb 1, 2013 |
| #5 | -47.93% Nov 4, 2010 - Aug 27, 2014 | -45.48% Feb 19, 2020 - Jul 8, 2020 |
| #6 | -39.32% Feb 26, 2018 - Feb 4, 2019 | -33.53% Sep 21, 2018 - Sep 12, 2019 |
| #7 | -37.02% May 9, 2006 - Dec 27, 2006 | -19.07% Jul 23, 2014 - Jan 23, 2015 |
| #8 | -34.31% Jan 13, 2004 - Sep 16, 2004 | -18.64% Jan 25, 2018 - Jun 19, 2018 |
| #9 | -28.93% Jul 23, 2007 - Oct 1, 2007 | -15.84% May 6, 2013 - Jul 22, 2013 |
| #10 | -28.22% Dec 7, 2007 - Apr 30, 2008 | -15.62% Jan 22, 2014 - Jul 23, 2014 |
| #11 | -28.20% Feb 27, 2024 - Apr 23, 2025 | -14.26% Sep 25, 2019 - Nov 14, 2019 |
| #12 | -27.12% Jan 5, 2010 - Sep 29, 2010 | -13.95% Jul 31, 2024 - Aug 30, 2024 |
| #13 | -23.21% Feb 15, 2017 - Sep 6, 2017 | -13.73% Jul 15, 2010 - Aug 17, 2010 |
| #14 | -21.56% Feb 11, 2026 - Jun 8, 2026 | -13.47% Nov 29, 2024 - Jan 23, 2025 |
| #15 | -21.00% Oct 31, 2007 - Dec 7, 2007 | -10.99% Aug 6, 2021 - Oct 19, 2021 |
Correlation
Correlation between ITUB and KKR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2002 - 2026)
ITUB vs KKR dividend yield comparison.
| Year | ITUB | KKR |
|---|---|---|
| 2026 | 1.14% | 0.39% |
| 2025 | 11.26% | 0.57% |
| 2024 | 9.19% | 0.47% |
| 2023 | 3.62% | 0.78% |
| 2022 | 4.20% | 1.31% |
| 2021 | 29.81% | 0.77% |
| 2020 | 4.80% | 1.31% |
| 2019 | 8.21% | 1.71% |
| 2018 | 6.93% | 3.23% |
| 2017 | 3.35% | 3.18% |
| 2016 | 15.62% | 4.16% |
| 2015 | 3.89% | 10.13% |
| 2014 | 13.85% | 8.75% |
| 2013 | 14.60% | 6.66% |
| 2012 | 3.08% | 5.52% |
| 2011 | 3.50% | 5.53% |
| 2010 | 1.86% | 1.62% |
| 2009 | 1.21% | 0.00% |
| 2008 | 6.06% | 0.00% |
| 2007 | 1.99% | 0.00% |
| 2006 | 1.80% | 0.00% |
| 2005 | 2.05% | 0.00% |
| 2004 | 2.17% | 0.00% |
| 2003 | 1.74% | 0.00% |
| 2002 | 5.27% | 0.00% |
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