KIO vs FLCG

Comparison between KKR Income Opportunities Fund (KIO, ETF) and FEDERATED HERMES MDT LARGE CAP GROWTH ETF (FLCG, ETF).

KIO vs FLCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIO(ETF)	FLCG(ETF)
Net Assets	$493M	$491M
Expense Ratio	N/A	0.39%
Max Drawdown	54.47%	22.95%
Sharpe Ratio	0.14	0.81
5Y Beta	0.43	1.18
P/E Ratio	N/A	30.08
Forward P/E	N/A	22.51
PEG Ratio	N/A	0.29
5Y Dividends CAGR	2.74%	N/A
5Y EPS CAGR	N/A	37.30%
Debt to Equity	N/A	67.33%
P/S Ratio	N/A	4.74
P/B Ratio	N/A	8.92

Net Assets

Winner

KIO

$493M

FLCG

$491M

Expense Ratio

KIO

N/A

FLCG

0.39%

Max Drawdown

KIO

54.47%

Winner

FLCG

22.95%

Sharpe Ratio

KIO

0.14

Winner

FLCG

0.81

5Y Beta

Winner

KIO

0.43

FLCG

1.18

P/E Ratio

KIO

N/A

FLCG

30.08

Forward P/E

KIO

N/A

FLCG

22.51

PEG Ratio

KIO

N/A

FLCG

0.29

5Y Dividends CAGR

KIO

2.74%

FLCG

N/A

5Y EPS CAGR

KIO

N/A

FLCG

37.30%

Debt to Equity

KIO

N/A

FLCG

67.33%

P/S Ratio

KIO

N/A

FLCG

4.74

P/B Ratio

KIO

N/A

FLCG

8.92

KIO vs FLCG - Historical Returns

Returns include dividend reinvestment.

Period	KIO	FLCG
1 month	+0.90%	-0.09%
3 months	+2.53%	+5.96%
6 months	+2.62%	+1.04%
1 year	+4.58%	+16.73%
5 years(CAGR)	+3.30%	N/A
10 years(CAGR)	+7.63%	N/A
Max(CAGR)	+5.83%	+17.07%

Winner

KIO

+0.90%

FLCG

-0.09%

KIO

+2.53%

Winner

FLCG

+5.96%

Winner

KIO

+2.62%

FLCG

+1.04%

KIO

+4.58%

Winner

FLCG

+16.73%

5Y(CAGR)

KIO

+3.30%

FLCG

N/A

10Y(CAGR)

KIO

+7.63%

FLCG

N/A

Max(CAGR)

KIO

+5.83%

Winner

FLCG

+17.07%

KIO vs FLCG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	KIO	FLCG
2026	+2.61%	+1.82%
2025	-2.83%	+16.91%
2024	+17.41%	+12.84%
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 FLCG Drawdown Comparison

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

The maximum drawdown for FLCG was -22.95%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current KIO drawdown is -8.70%. The current FLCG drawdown is -5.04%.

Rank	KIO	FLCG
#1	-43.82% Feb 20, 2020 - Jan 25, 2021	-22.95% Jan 23, 2025 - Jun 26, 2025
#2	-31.84% Dec 31, 2021 - Feb 29, 2024	-15.07% Oct 29, 2025 - May 6, 2026
#3	-22.85% Oct 9, 2024 - Apr 7, 2025	-6.70% Jul 31, 2024 - Aug 15, 2024
#4	-22.05% Jun 30, 2014 - Jun 17, 2016	-5.33% Aug 30, 2024 - Sep 19, 2024
#5	-18.47% Aug 27, 2018 - Apr 11, 2019	-5.04% Jun 1, 2026 - Jun 5, 2026
#6	-13.68% Oct 12, 2017 - Aug 3, 2018	-4.92% Dec 11, 2024 - Jan 22, 2025
#7	-12.61% Jul 26, 2013 - Jun 30, 2014	-3.58% Sep 22, 2025 - Oct 27, 2025
#8	-6.92% Oct 25, 2016 - Dec 16, 2016	-2.70% Oct 29, 2024 - Nov 6, 2024
#9	-6.55% Nov 11, 2021 - Dec 31, 2021	-2.67% Nov 13, 2024 - Nov 26, 2024
#10	-5.66% May 6, 2019 - Jun 21, 2019	-2.61% Aug 12, 2025 - Aug 28, 2025
#11	-3.69% Jun 23, 2016 - Jul 15, 2016	-2.41% Jul 28, 2025 - Aug 8, 2025
#12	-3.48% Mar 28, 2024 - May 3, 2024	-2.08% Aug 28, 2025 - Sep 8, 2025
#13	-3.46% Aug 2, 2019 - Sep 24, 2019	-1.96% May 14, 2026 - May 28, 2026
#14	-3.41% Jul 31, 2024 - Aug 19, 2024	-1.58% Oct 14, 2024 - Oct 29, 2024
#15	-3.11% Sep 10, 2021 - Oct 22, 2021	-1.47% Sep 26, 2024 - Oct 8, 2024

Correlation

Correlation between KIO and FLCG is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2013 - 2026)

KIO vs FLCG dividend yield comparison.

Year	KIO	FLCG
2026	5.40%	0.00%
2025	12.58%	0.05%
2024	10.90%	0.06%
2023	11.34%	0.00%
2022	11.44%	0.00%
2021	7.45%	0.00%
2020	10.12%	0.00%
2019	9.51%	0.00%
2018	10.53%	0.00%
2017	9.66%	0.00%
2016	9.92%	0.00%
2015	10.81%	0.00%
2014	10.19%	0.00%
2013	3.00%	0.00%