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KIO vs DJD

Comparison between KKR Income Opportunities Fund (KIO, ETF) and INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF).

5-Year PerformanceDJD has outperformed KIO, delivering a return of +11.8% compared to +3.5%

KIO vs DJD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
KIO
$486M
DJD
$486M
Expense Ratio
KIO
N/A
DJD
0.07%
Max Drawdown
KIO
54.47%
Winner
DJD
35.36%
Sharpe Ratio
KIO
-0.19
Winner
DJD
1.73
5Y Beta
Winner
KIO
0.42
DJD
0.51
P/E Ratio
KIO
N/A
DJD
22.34
Forward P/E
KIO
N/A
DJD
20.05
PEG Ratio
KIO
N/A
DJD
0.65
5Y Dividends CAGR
KIO
2.32%
Winner
DJD
3.44%
5Y EPS CAGR
KIO
N/A
DJD
8.64%
Debt to Equity
KIO
N/A
DJD
-88.97%
P/S Ratio
KIO
N/A
DJD
2.63
P/B Ratio
KIO
N/A
DJD
5.04

KIO vs DJD - Historical Returns

Returns include dividend reinvestment.

1M
KIO
+2.20%
Winner
DJD
+4.17%
3M
KIO
+1.37%
Winner
DJD
+7.74%
6M
KIO
+2.68%
Winner
DJD
+7.89%
1Y
KIO
+0.77%
Winner
DJD
+24.96%
5Y(CAGR)
KIO
+3.48%
Winner
DJD
+11.82%
10Y(CAGR)
KIO
+7.06%
Winner
DJD
+12.61%
Max(CAGR)
KIO
+5.87%
Winner
DJD
+12.67%

KIO vs DJD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearKIODJD
2026+4.47%+18.01%
2025-2.83%+15.83%
2024+17.41%+12.64%
2023+29.09%+9.13%
2022-27.27%-1.33%
2021+27.26%+23.83%
2020+1.34%+0.06%
2019+20.28%+22.32%
2018-2.51%-0.37%
2017+9.90%+20.68%
2016+29.34%+19.78%
2015-5.77%-0.12%
2014-1.42%N/A
2013-7.01%N/A

KIO vs DJD Drawdown Comparison

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

The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current KIO drawdown is -7.04%.

RankKIODJD
#1-43.82%
Feb 20, 2020 - Jan 25, 2021
-34.64%
Jan 17, 2020 - Dec 4, 2020
#2-31.84%
Dec 31, 2021 - Feb 29, 2024
-19.95%
Apr 20, 2022 - Dec 14, 2023
#3-22.85%
Oct 9, 2024 - Apr 7, 2025
-14.03%
Oct 3, 2018 - Feb 25, 2019
#4-22.05%
Jun 30, 2014 - Jun 17, 2016
-12.29%
Feb 28, 2025 - Jul 1, 2025
#5-18.47%
Aug 27, 2018 - Apr 11, 2019
-11.95%
Jan 26, 2018 - Sep 14, 2018
#6-13.68%
Oct 12, 2017 - Aug 3, 2018
-9.95%
Dec 29, 2015 - Mar 16, 2016
#7-12.61%
Jul 26, 2013 - Jun 30, 2014
-6.72%
Jan 12, 2022 - Mar 25, 2022
#8-6.92%
Oct 25, 2016 - Dec 16, 2016
-6.72%
Nov 29, 2024 - Feb 13, 2025
#9-6.55%
Nov 11, 2021 - Dec 31, 2021
-6.68%
Jul 29, 2019 - Nov 1, 2019
#10-5.66%
May 6, 2019 - Jun 21, 2019
-6.17%
Apr 23, 2019 - Jun 18, 2019
#11-3.69%
Jun 23, 2016 - Jul 15, 2016
-5.68%
Nov 3, 2021 - Dec 16, 2021
#12-3.48%
Mar 28, 2024 - May 3, 2024
-5.65%
Feb 11, 2026 - May 22, 2026
#13-3.46%
Aug 2, 2019 - Sep 24, 2019
-5.34%
Jan 14, 2021 - Feb 17, 2021
#14-3.41%
Jul 31, 2024 - Aug 19, 2024
-5.30%
May 10, 2021 - Nov 3, 2021
#15-3.11%
Sep 10, 2021 - Oct 22, 2021
-5.15%
Jun 23, 2016 - Jul 1, 2016

Correlation

Correlation between KIO and DJD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2013 - 2026)

KIO vs DJD dividend yield comparison.

YearKIODJD
20268.76%1.20%
202512.58%2.62%
202410.90%3.00%
202311.34%3.49%
202211.44%3.16%
20217.45%2.82%
202010.12%3.47%
20199.51%2.80%
201810.53%2.66%
20179.66%2.75%
20169.92%2.46%
201510.81%0.08%
201410.19%0.00%
20133.00%0.00%

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