JMOM vs KYN

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF).

5-Year PerformanceKYN has outperformed JMOM, delivering a return of +22.8% compared to +14.4%

JMOM vs KYN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	KYN(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.12%	N/A
Max Drawdown	34.31%	95.14%
Sharpe Ratio	1.47	1.04
5Y Beta	1.06	0.55
P/E Ratio	32.33	N/A
Forward P/E	20.41	N/A
5Y Dividends CAGR	14.90%	11.56%
5Y EPS CAGR	21.13%	N/A
Debt to Equity	33.46%	N/A
P/S Ratio	2.35	N/A
P/B Ratio	4.98	N/A

Net Assets

JMOM

$2.60B

Winner

KYN

$2.70B

Expense Ratio

JMOM

0.12%

KYN

N/A

Max Drawdown

Winner

JMOM

34.31%

KYN

95.14%

Sharpe Ratio

Winner

JMOM

1.47

KYN

1.04

5Y Beta

JMOM

1.06

Winner

KYN

0.55

P/E Ratio

JMOM

32.33

KYN

N/A

Forward P/E

JMOM

20.41

KYN

N/A

5Y Dividends CAGR

Winner

JMOM

14.90%

KYN

11.56%

5Y EPS CAGR

JMOM

21.13%

KYN

N/A

Debt to Equity

JMOM

33.46%

KYN

N/A

P/S Ratio

JMOM

2.35

KYN

N/A

P/B Ratio

JMOM

4.98

KYN

N/A

JMOM vs KYN - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	KYN
1 month	+1.65%	+1.14%
3 months	+8.43%	+4.97%
6 months	+19.92%	+9.72%
1 year	+31.42%	+22.12%
5 years(CAGR)	+14.37%	+22.80%
10 years(CAGR)	+16.19%	+6.99%
Max(CAGR)	+16.19%	+6.18%

Winner

JMOM

+1.65%

KYN

+1.14%

Winner

JMOM

+8.43%

KYN

+4.97%

Winner

JMOM

+19.92%

KYN

+9.72%

Winner

JMOM

+31.42%

KYN

+22.12%

5Y(CAGR)

JMOM

+14.37%

Winner

KYN

+22.80%

10Y(CAGR)

Winner

JMOM

+16.19%

KYN

+6.99%

Max(CAGR)

Winner

JMOM

+16.19%

KYN

+6.18%

JMOM vs KYN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	JMOM	KYN
2026	+23.00%	+19.77%
2025	+17.75%	+2.79%
2024	+29.74%	+59.73%
2023	+23.74%	+14.19%
2022	-20.41%	+16.01%
2021	+26.82%	+42.38%
2020	+28.12%	-51.60%
2019	+28.88%	+8.74%
2018	-5.24%	-21.54%
2017	+3.32%	+5.19%
2016	N/A	+27.44%
2015	N/A	-50.28%
2014	N/A	+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%

JMOM vs KYN Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

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

The current JMOM drawdown is -1.39%. The current KYN drawdown is -5.34%.

Rank	JMOM	KYN
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-91.18% Nov 26, 2014 - Jan 29, 2026
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-67.05% Apr 16, 2007 - Nov 22, 2010
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-23.47% Apr 1, 2011 - Jan 17, 2012
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-16.42% Sep 9, 2005 - Jul 25, 2006
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-14.05% Feb 27, 2012 - Oct 4, 2012
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-11.20% Oct 6, 2014 - Nov 20, 2014
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-9.65% May 21, 2013 - Jun 26, 2013
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-9.38% Oct 17, 2012 - Jan 7, 2013
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-8.51% Dec 31, 2013 - Jun 16, 2014
#10	-8.02% Jun 30, 2026 - Jul 29, 2026	-8.34% Jul 1, 2013 - Dec 19, 2013
#11	-7.87% Mar 2, 2026 - Apr 8, 2026	-8.23% May 19, 2026 - Jul 16, 2026
#12	-6.88% Apr 26, 2021 - Jun 14, 2021	-7.23% Mar 27, 2026 - Apr 30, 2026
#13	-6.63% Sep 3, 2021 - Oct 21, 2021	-6.29% Mar 18, 2005 - Apr 7, 2005
#14	-6.24% Mar 21, 2024 - May 15, 2024	-6.14% Mar 5, 2013 - Apr 8, 2013
#15	-6.18% Dec 4, 2024 - Jan 23, 2025	-5.91% Jul 28, 2005 - Sep 8, 2005

Correlation

Correlation between JMOM and KYN is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2005 - 2026)

JMOM vs KYN dividend yield comparison.

Year	JMOM	KYN
2026	0.33%	4.23%
2025	0.86%	7.75%
2024	0.75%	8.34%
2023	1.21%	9.45%
2022	1.39%	9.05%
2021	0.64%	6.42%
2020	0.85%	16.17%
2019	1.11%	10.34%
2018	1.38%	14.17%
2017	0.29%	9.97%
2016	0.00%	11.24%
2015	0.00%	15.20%
2014	0.00%	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%