KIO vs IGD

Comparison between KKR Income Opportunities Fund (KIO, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).

5-Year PerformanceIGD has outperformed KIO, delivering a return of +10.8% compared to +3.3%

KIO vs IGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIO(ETF)	IGD(ETF)
Net Assets	$493M	$495M
Max Drawdown	54.47%	82.53%
Sharpe Ratio	0.14	1.19
5Y Beta	0.43	0.55
5Y Dividends CAGR	2.74%	4.56%

Net Assets

KIO

$493M

Winner

IGD

$495M

Max Drawdown

Winner

KIO

54.47%

IGD

82.53%

Sharpe Ratio

KIO

0.14

Winner

IGD

1.19

5Y Beta

Winner

KIO

0.43

IGD

0.55

5Y Dividends CAGR

KIO

2.74%

Winner

IGD

4.56%

KIO vs IGD - Historical Returns

Returns include dividend reinvestment.

Period	KIO	IGD
1 month	+0.90%	+2.82%
3 months	+2.53%	+7.11%
6 months	+2.62%	+10.82%
1 year	+4.58%	+19.35%
5 years(CAGR)	+3.30%	+10.79%
10 years(CAGR)	+7.63%	+8.94%
Max(CAGR)	+5.83%	+5.31%

KIO

+0.90%

Winner

IGD

+2.82%

KIO

+2.53%

Winner

IGD

+7.11%

KIO

+2.62%

Winner

IGD

+10.82%

KIO

+4.58%

Winner

IGD

+19.35%

5Y(CAGR)

KIO

+3.30%

Winner

IGD

+10.79%

10Y(CAGR)

KIO

+7.63%

Winner

IGD

+8.94%

Max(CAGR)

Winner

KIO

+5.83%

IGD

+5.31%

KIO vs IGD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KIO	IGD
2026	+2.61%	+11.80%
2025	-2.83%	+17.40%
2024	+17.41%	+21.59%
2023	+29.09%	+1.52%
2022	-27.27%	-5.17%
2021	+27.26%	+30.35%
2020	+1.34%	-7.55%
2019	+20.28%	+15.38%
2018	-2.51%	-16.71%
2017	+9.90%	+25.47%
2016	+29.34%	+10.55%
2015	-5.77%	-5.55%
2014	-1.42%	+4.15%
2013	-7.01%	+12.66%
2012	N/A	+12.13%
2011	N/A	-11.30%
2010	N/A	-0.43%
2009	N/A	+40.90%
2008	N/A	-32.54%
2007	N/A	-13.29%
2006	N/A	+33.18%
2005	N/A	-8.42%

KIO vs IGD Drawdown Comparison

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

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

The current KIO drawdown is -8.70%. The current IGD drawdown is -3.01%.

Rank	KIO	IGD
#1	-43.82% Feb 20, 2020 - Jan 25, 2021	-59.27% Jun 1, 2007 - Mar 20, 2014
#2	-31.84% Dec 31, 2021 - Feb 29, 2024	-41.01% Jan 24, 2018 - Apr 16, 2021
#3	-22.85% Oct 9, 2024 - Apr 7, 2025	-27.27% Aug 27, 2014 - Feb 28, 2017
#4	-22.05% Jun 30, 2014 - Jun 17, 2016	-15.80% Jan 12, 2022 - Mar 12, 2024
#5	-18.47% Aug 27, 2018 - Apr 11, 2019	-15.14% Aug 31, 2005 - Jul 5, 2006
#6	-13.68% Oct 12, 2017 - Aug 3, 2018	-11.01% Mar 31, 2025 - May 16, 2025
#7	-12.61% Jul 26, 2013 - Jun 30, 2014	-9.82% Dec 27, 2006 - May 31, 2007
#8	-6.92% Oct 25, 2016 - Dec 16, 2016	-6.29% Sep 3, 2021 - Dec 22, 2021
#9	-6.55% Nov 11, 2021 - Dec 31, 2021	-6.20% Mar 2, 2026 - Apr 14, 2026
#10	-5.66% May 6, 2019 - Jun 21, 2019	-5.56% Oct 23, 2017 - Jan 11, 2018
#11	-3.69% Jun 23, 2016 - Jul 15, 2016	-5.48% Jul 24, 2014 - Aug 25, 2014
#12	-3.48% Mar 28, 2024 - May 3, 2024	-5.35% Dec 3, 2024 - Feb 19, 2025
#13	-3.46% Aug 2, 2019 - Sep 24, 2019	-4.94% Mar 28, 2024 - May 15, 2024
#14	-3.41% Jul 31, 2024 - Aug 19, 2024	-4.88% Sep 19, 2025 - Dec 22, 2025
#15	-3.11% Sep 10, 2021 - Oct 22, 2021	-4.84% Jul 31, 2024 - Aug 15, 2024

Correlation

Correlation between KIO and IGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2005 - 2026)

KIO vs IGD dividend yield comparison.

Year	KIO	IGD
2026	5.40%	4.09%
2025	12.58%	10.49%
2024	10.90%	10.52%
2023	11.34%	9.66%
2022	11.44%	8.87%
2021	7.45%	7.73%
2020	10.12%	9.20%
2019	9.51%	10.47%
2018	10.53%	12.49%
2017	9.66%	9.45%
2016	9.92%	13.23%
2015	10.81%	13.03%
2014	10.19%	10.96%
2013	3.00%	10.91%
2012	0.00%	13.03%
2011	0.00%	13.81%
2010	0.00%	12.21%
2009	0.00%	14.87%
2008	0.00%	18.46%
2007	0.00%	12.49%
2006	0.00%	7.91%
2005	0.00%	7.76%