KIO vs BASG
Comparison between KKR Income Opportunities Fund (KIO, ETF) and BROWN ADVISORY SUSTAINABLE GROWTH ETF (BASG, ETF).
KIO vs BASG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KIO
$493M
Winner
BASG
$494M
Expense Ratio
KIO
N/A
BASG
0.61%
Max Drawdown
KIO
54.47%
Winner
BASG
19.30%
Sharpe Ratio
KIO
-0.33
Winner
BASG
-0.11
5Y Beta
Winner
KIO
0.42
BASG
1.15
P/E Ratio
KIO
N/A
BASG
37.84
Forward P/E
KIO
N/A
BASG
26.94
5Y Dividends CAGR
KIO
3.65%
BASG
N/A
5Y EPS CAGR
KIO
N/A
BASG
29.83%
P/S Ratio
KIO
N/A
BASG
4.23
P/B Ratio
KIO
N/A
BASG
8.23
KIO vs BASG - Historical Returns
Returns include dividend reinvestment.
1M
KIO
-0.38%
Winner
BASG
+1.50%
3M
KIO
+2.16%
Winner
BASG
+5.06%
6M
KIO
+1.08%
Winner
BASG
+3.80%
1Y
Winner
KIO
-1.07%
BASG
-1.39%
5Y(CAGR)
KIO
+3.25%
BASG
N/A
10Y(CAGR)
KIO
+6.98%
BASG
N/A
Max(CAGR)
Winner
KIO
+5.74%
BASG
+3.28%
KIO vs BASG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | KIO | BASG |
|---|---|---|
| 2026 | +2.32% | +1.71% |
| 2025 | -2.83% | +2.10% |
| 2024 | +17.41% | N/A |
| 2023 | +29.09% | N/A |
| 2022 | -27.27% | N/A |
| 2021 | +27.26% | N/A |
| 2020 | +1.34% | N/A |
| 2019 | +20.28% | N/A |
| 2018 | -2.51% | N/A |
| 2017 | +9.90% | N/A |
| 2016 | +29.34% | N/A |
| 2015 | -5.77% | N/A |
| 2014 | -1.42% | N/A |
| 2013 | -7.01% | N/A |
KIO vs BASG Drawdown Comparison
The maximum drawdown for KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 234 trading sessions.
The maximum drawdown for BASG was -19.30%, occurring on Mar 27, 2026. Recovery took 148 trading sessions.
The current KIO drawdown is -8.96%. The current BASG drawdown is -4.68%.
| Rank | KIO | BASG |
|---|---|---|
| #1 | -43.82% Feb 20, 2020 - Jan 25, 2021 | -19.30% Oct 27, 2025 - Jun 1, 2026 |
| #2 | -31.84% Dec 31, 2021 - Feb 29, 2024 | -6.64% Jun 1, 2026 - Jun 25, 2026 |
| #3 | -22.85% Oct 9, 2024 - Apr 7, 2025 | -5.16% Jul 28, 2025 - Oct 27, 2025 |
| #4 | -22.05% Jun 30, 2014 - Jun 17, 2016 | -1.42% Jul 3, 2025 - Jul 17, 2025 |
| #5 | -18.47% Aug 27, 2018 - Apr 11, 2019 | -1.37% Jun 16, 2025 - Jun 24, 2025 |
| #6 | -13.68% Oct 12, 2017 - Aug 3, 2018 | -0.66% Jul 17, 2025 - Jul 23, 2025 |
| #7 | -12.61% Jul 26, 2013 - Jun 30, 2014 | -0.42% Jun 30, 2025 - Jul 3, 2025 |
| #8 | -6.92% Oct 25, 2016 - Dec 16, 2016 | N/A |
| #9 | -6.55% Nov 11, 2021 - Dec 31, 2021 | N/A |
| #10 | -5.66% May 6, 2019 - Jun 21, 2019 | N/A |
| #11 | -3.69% Jun 23, 2016 - Jul 15, 2016 | N/A |
| #12 | -3.48% Mar 28, 2024 - May 3, 2024 | N/A |
| #13 | -3.46% Aug 2, 2019 - Sep 24, 2019 | N/A |
| #14 | -3.41% Jul 31, 2024 - Aug 19, 2024 | N/A |
| #15 | -3.11% Sep 10, 2021 - Oct 22, 2021 | N/A |
Correlation
Correlation between KIO and BASG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
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