JPRE vs KIO

Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and KKR Income Opportunities Fund (KIO, ETF).

JPRE vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPRE(ETF)	KIO(ETF)
Net Assets	$488M	$486M
Expense Ratio	0.50%	N/A
Max Drawdown	31.13%	54.47%
Sharpe Ratio	0.77	-0.19
5Y Beta	0.42	0.42
P/E Ratio	44.67	N/A
Forward P/E	39.73	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	N/A	2.32%
5Y EPS CAGR	9.39%	N/A
Debt to Equity	90.43%	N/A
P/S Ratio	7.55	N/A
P/B Ratio	2.84	N/A

Net Assets

Winner

JPRE

$488M

KIO

$486M

Expense Ratio

JPRE

0.50%

KIO

N/A

Max Drawdown

Winner

JPRE

31.13%

KIO

54.47%

Sharpe Ratio

Winner

JPRE

0.77

KIO

-0.19

5Y Beta

Winner

JPRE

0.42

KIO

0.42

P/E Ratio

JPRE

44.67

KIO

N/A

Forward P/E

JPRE

39.73

KIO

N/A

PEG Ratio

JPRE

0.47

KIO

N/A

5Y Dividends CAGR

JPRE

N/A

KIO

2.32%

5Y EPS CAGR

JPRE

9.39%

KIO

N/A

Debt to Equity

JPRE

90.43%

KIO

N/A

P/S Ratio

JPRE

7.55

KIO

N/A

P/B Ratio

JPRE

2.84

KIO

N/A

JPRE vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	JPRE	KIO
1 month	-2.17%	+2.20%
3 months	+2.75%	+1.37%
6 months	+7.00%	+2.68%
1 year	+14.93%	+0.77%
5 years(CAGR)	+6.24%	+3.48%
10 years(CAGR)	N/A	+7.06%
Max(CAGR)	+6.24%	+5.87%

JPRE

-2.17%

Winner

KIO

+2.20%

Winner

JPRE

+2.75%

KIO

+1.37%

Winner

JPRE

+7.00%

KIO

+2.68%

Winner

JPRE

+14.93%

KIO

+0.77%

5Y(CAGR)

Winner

JPRE

+6.24%

KIO

+3.48%

10Y(CAGR)

JPRE

N/A

KIO

+7.06%

Max(CAGR)

Winner

JPRE

+6.24%

KIO

+5.87%

JPRE vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	JPRE	KIO
2026	+15.97%	+4.47%
2025	+2.45%	-2.83%
2024	+6.47%	+17.41%
2023	+13.26%	+29.09%
2022	-9.83%	-27.27%
2021	N/A	+27.26%
2020	N/A	+1.34%
2019	N/A	+20.28%
2018	N/A	-2.51%
2017	N/A	+9.90%
2016	N/A	+29.34%
2015	N/A	-5.77%
2014	N/A	-1.42%
2013	N/A	-7.01%

JPRE vs KIO Drawdown Comparison

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

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

The current JPRE drawdown is -2.17%. The current KIO drawdown is -7.04%.

Rank	JPRE	KIO
#1	-23.82% Aug 15, 2022 - Jul 17, 2024	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-16.26% Sep 16, 2024 - Feb 12, 2026	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-12.17% May 27, 2022 - Aug 10, 2022	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-7.70% Feb 17, 2026 - Apr 16, 2026	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-5.38% Jul 24, 2026 - Aug 11, 2026	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-3.78% May 26, 2026 - Jun 10, 2026	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-3.01% Jun 12, 2026 - Jun 26, 2026	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-2.90% Aug 2, 2024 - Aug 14, 2024	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-2.82% Apr 20, 2026 - May 6, 2026	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-2.66% May 6, 2026 - May 20, 2026	-5.66% May 6, 2019 - Jun 21, 2019
#11	-2.39% Jun 26, 2026 - Jul 16, 2026	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-2.07% Jul 23, 2024 - Jul 29, 2024	-3.48% Mar 28, 2024 - May 3, 2024
#13	-0.93% Jul 17, 2024 - Jul 23, 2024	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	-0.72% Jul 16, 2026 - Jul 24, 2026	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	-0.66% Aug 14, 2024 - Aug 20, 2024	-3.11% Sep 10, 2021 - Oct 22, 2021

Correlation

Correlation between JPRE and KIO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2013 - 2026)

JPRE vs KIO dividend yield comparison.

Year	JPRE	KIO
2026	0.83%	8.76%
2025	2.62%	12.58%
2024	2.21%	10.90%
2023	3.26%	11.34%
2022	10.60%	11.44%
2021	0.00%	7.45%
2020	0.00%	10.12%
2019	0.00%	9.51%
2018	0.00%	10.53%
2017	0.00%	9.66%
2016	0.00%	9.92%
2015	0.00%	10.81%
2014	0.00%	10.19%
2013	0.00%	3.00%