KIO vs VFQY

Comparison between KKR Income Opportunities Fund (KIO, ETF) and VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF).

5-Year PerformanceVFQY has outperformed KIO, delivering a return of +9.2% compared to +3.5%

KIO vs VFQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIO(ETF)	VFQY(ETF)
Net Assets	$486M	$485M
Expense Ratio	N/A	0.13%
Max Drawdown	54.47%	37.66%
Sharpe Ratio	-0.19	1.13
5Y Beta	0.42	0.90
P/E Ratio	N/A	29.21
Forward P/E	N/A	17.82
5Y Dividends CAGR	2.32%	7.50%
5Y EPS CAGR	N/A	19.00%
Debt to Equity	N/A	48.93%
P/S Ratio	N/A	1.82
P/B Ratio	N/A	4.04

Net Assets

Winner

KIO

$486M

VFQY

$485M

Expense Ratio

KIO

N/A

VFQY

0.13%

Max Drawdown

KIO

54.47%

Winner

VFQY

37.66%

Sharpe Ratio

KIO

-0.19

Winner

VFQY

1.13

5Y Beta

Winner

KIO

0.42

VFQY

0.90

P/E Ratio

KIO

N/A

VFQY

29.21

Forward P/E

KIO

N/A

VFQY

17.82

5Y Dividends CAGR

KIO

2.32%

Winner

VFQY

7.50%

5Y EPS CAGR

KIO

N/A

VFQY

19.00%

Debt to Equity

KIO

N/A

VFQY

48.93%

P/S Ratio

KIO

N/A

VFQY

1.82

P/B Ratio

KIO

N/A

VFQY

4.04

KIO vs VFQY - Historical Returns

Returns include dividend reinvestment.

Period	KIO	VFQY
1 month	+2.20%	+4.49%
3 months	+1.37%	+8.92%
6 months	+2.68%	+13.72%
1 year	+0.77%	+20.12%
5 years(CAGR)	+3.48%	+9.21%
10 years(CAGR)	+7.06%	+11.85%
Max(CAGR)	+5.87%	+11.85%

KIO

+2.20%

Winner

VFQY

+4.49%

KIO

+1.37%

Winner

VFQY

+8.92%

KIO

+2.68%

Winner

VFQY

+13.72%

KIO

+0.77%

Winner

VFQY

+20.12%

5Y(CAGR)

KIO

+3.48%

Winner

VFQY

+9.21%

10Y(CAGR)

KIO

+7.06%

Winner

VFQY

+11.85%

Max(CAGR)

KIO

+5.87%

Winner

VFQY

+11.85%

KIO vs VFQY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	KIO	VFQY
2026	+4.47%	+16.04%
2025	-2.83%	+10.45%
2024	+17.41%	+13.50%
2023	+29.09%	+23.09%
2022	-27.27%	-15.77%
2021	+27.26%	+29.41%
2020	+1.34%	+16.57%
2019	+20.28%	+24.76%
2018	-2.51%	-7.84%
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 VFQY Drawdown Comparison

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

The maximum drawdown for VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current KIO drawdown is -7.04%. The current VFQY drawdown is -0.91%.

Rank	KIO	VFQY
#1	-43.82% Feb 20, 2020 - Jan 25, 2021	-37.41% Jan 16, 2020 - Sep 2, 2020
#2	-31.84% Dec 31, 2021 - Feb 29, 2024	-25.93% Nov 16, 2021 - Dec 14, 2023
#3	-22.85% Oct 9, 2024 - Apr 7, 2025	-23.84% Aug 29, 2018 - Dec 12, 2019
#4	-22.05% Jun 30, 2014 - Jun 17, 2016	-20.67% Dec 4, 2024 - Aug 13, 2025
#5	-18.47% Aug 27, 2018 - Apr 11, 2019	-9.35% Sep 2, 2020 - Oct 9, 2020
#6	-13.68% Oct 12, 2017 - Aug 3, 2018	-9.12% Feb 6, 2026 - May 5, 2026
#7	-12.61% Jul 26, 2013 - Jun 30, 2014	-7.85% Jul 16, 2024 - Aug 23, 2024
#8	-6.92% Oct 25, 2016 - Dec 16, 2016	-6.96% Oct 12, 2020 - Nov 5, 2020
#9	-6.55% Nov 11, 2021 - Dec 31, 2021	-6.84% Mar 12, 2018 - May 16, 2018
#10	-5.66% May 6, 2019 - Jun 21, 2019	-6.49% Mar 28, 2024 - Jul 11, 2024
#11	-3.69% Jun 23, 2016 - Jul 15, 2016	-5.80% Oct 27, 2025 - Dec 3, 2025
#12	-3.48% Mar 28, 2024 - May 3, 2024	-5.13% Sep 2, 2021 - Oct 21, 2021
#13	-3.46% Aug 2, 2019 - Sep 24, 2019	-4.79% Mar 15, 2021 - Apr 5, 2021
#14	-3.41% Jul 31, 2024 - Aug 19, 2024	-4.79% May 7, 2021 - Jun 7, 2021
#15	-3.11% Sep 10, 2021 - Oct 22, 2021	-4.77% Aug 23, 2024 - Sep 19, 2024

Correlation

Correlation between KIO and VFQY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

KIO vs VFQY dividend yield comparison.

Year	KIO	VFQY
2026	8.76%	0.50%
2025	12.58%	1.17%
2024	10.90%	1.34%
2023	11.34%	1.38%
2022	11.44%	1.43%
2021	7.45%	0.98%
2020	10.12%	1.22%
2019	9.51%	1.34%
2018	10.53%	1.31%
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%