KIO vs IBD

Comparison between KKR Income Opportunities Fund (KIO, ETF) and INSPIRE CORPORATE BOND ETF (IBD, ETF).

5-Year PerformanceKIO has outperformed IBD, delivering a return of +3.2% compared to +1.2%

KIO vs IBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIO(ETF)	IBD(ETF)
Net Assets	$486M	$487M
Expense Ratio	N/A	0.41%
Max Drawdown	54.47%	16.54%
Sharpe Ratio	-0.29	-0.31
5Y Beta	0.42	0.04
5Y Dividends CAGR	2.32%	27.74%

Net Assets

KIO

$486M

Winner

IBD

$487M

Expense Ratio

KIO

N/A

IBD

0.41%

Max Drawdown

KIO

54.47%

Winner

IBD

16.54%

Sharpe Ratio

Winner

KIO

-0.29

IBD

-0.31

5Y Beta

KIO

0.42

Winner

IBD

0.04

5Y Dividends CAGR

KIO

2.32%

Winner

IBD

27.74%

KIO vs IBD - Historical Returns

Returns include dividend reinvestment.

Period	KIO	IBD
1 month	+1.93%	+0.47%
3 months	+0.73%	+0.35%
6 months	+2.56%	-0.41%
1 year	+0.21%	+2.08%
5 years(CAGR)	+3.20%	+1.21%
10 years(CAGR)	+7.00%	+2.06%
Max(CAGR)	+5.81%	+2.06%

Winner

KIO

+1.93%

IBD

+0.47%

Winner

KIO

+0.73%

IBD

+0.35%

Winner

KIO

+2.56%

IBD

-0.41%

KIO

+0.21%

Winner

IBD

+2.08%

5Y(CAGR)

Winner

KIO

+3.20%

IBD

+1.21%

10Y(CAGR)

Winner

KIO

+7.00%

IBD

+2.06%

Max(CAGR)

Winner

KIO

+5.81%

IBD

+2.06%

KIO vs IBD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	KIO	IBD
2026	+3.72%	+0.25%
2025	-2.83%	+7.60%
2024	+17.41%	+3.84%
2023	+29.09%	+6.24%
2022	-27.27%	-8.59%
2021	+27.26%	-1.80%
2020	+1.34%	+4.68%
2019	+20.28%	+7.70%
2018	-2.51%	-0.92%
2017	+9.90%	+1.32%
2016	+29.34%	N/A
2015	-5.77%	N/A
2014	-1.42%	N/A
2013	-7.01%	N/A

KIO vs IBD Drawdown Comparison

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

The maximum drawdown for IBD was -16.30%, occurring on Mar 19, 2020. Recovery took 69 trading sessions.

The current KIO drawdown is -7.71%. The current IBD drawdown is -0.57%.

Rank	KIO	IBD
#1	-43.82% Feb 20, 2020 - Jan 25, 2021	-16.30% Mar 3, 2020 - Jun 10, 2020
#2	-31.84% Dec 31, 2021 - Feb 29, 2024	-14.75% Aug 3, 2021 - Mar 3, 2025
#3	-22.85% Oct 9, 2024 - Apr 7, 2025	-4.35% Jan 9, 2018 - Mar 8, 2019
#4	-22.05% Jun 30, 2014 - Jun 17, 2016	-2.64% Dec 30, 2020 - Jul 19, 2021
#5	-18.47% Aug 27, 2018 - Apr 11, 2019	-2.55% Apr 4, 2025 - Jun 4, 2025
#6	-13.68% Oct 12, 2017 - Aug 3, 2018	-2.15% Feb 23, 2026 - Mar 26, 2026
#7	-12.61% Jul 26, 2013 - Jun 30, 2014	-1.92% Dec 26, 2017 - Jan 9, 2018
#8	-6.92% Oct 25, 2016 - Dec 16, 2016	-1.91% Dec 20, 2017 - Dec 26, 2017
#9	-6.55% Nov 11, 2021 - Dec 31, 2021	-1.54% Aug 29, 2019 - Oct 4, 2019
#10	-5.66% May 6, 2019 - Jun 21, 2019	-1.34% Mar 4, 2025 - Apr 3, 2025
#11	-3.69% Jun 23, 2016 - Jul 15, 2016	-1.27% Oct 22, 2025 - Nov 25, 2025
#12	-3.48% Mar 28, 2024 - May 3, 2024	-1.22% Jun 16, 2020 - Jul 20, 2020
#13	-3.46% Aug 2, 2019 - Sep 24, 2019	-1.19% Sep 7, 2017 - Dec 20, 2017
#14	-3.41% Jul 31, 2024 - Aug 19, 2024	-1.17% Aug 6, 2020 - Nov 23, 2020
#15	-3.11% Sep 10, 2021 - Oct 22, 2021	-1.12% Aug 1, 2017 - Sep 7, 2017

Correlation

Correlation between KIO and IBD is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2013 - 2026)

KIO vs IBD dividend yield comparison.

Year	KIO	IBD
2026	8.82%	2.75%
2025	12.58%	4.17%
2024	10.90%	4.18%
2023	11.34%	3.39%
2022	11.44%	1.75%
2021	7.45%	1.36%
2020	10.12%	1.63%
2019	9.51%	2.47%
2018	10.53%	2.06%
2017	9.66%	0.82%
2016	9.92%	0.00%
2015	10.81%	0.00%
2014	10.19%	0.00%
2013	3.00%	0.00%