KKR vs SPY
Comparison between KKR & Co. Inc (KKR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed KKR, delivering a return of +13.3% compared to +12.7%
KKR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
KKR
$90B
Winner
SPY
$652B
Expense Ratio
KKR
N/A
SPY
0.09%
Max Drawdown
KKR
57.68%
Winner
SPY
56.47%
Sharpe Ratio
KKR
-0.23
Winner
SPY
2.07
5Y Beta
KKR
1.77
Winner
SPY
1.00
Industry
KKR
Asset Management
SPY
N/A
P/E Ratio
KKR
37.91
Winner
SPY
28.24
Forward P/E
Winner
KKR
16.84
SPY
21.85
PEG Ratio
KKR
0.54
SPY
N/A
Dividend Yield
KKR
0.75%
SPY
N/A
5Y Dividends CAGR
Winner
KKR
12.81%
SPY
5.43%
5Y EPS CAGR
KKR
-16.92%
Winner
SPY
25.79%
Debt to Equity
Winner
KKR
0.00%
SPY
22.35%
Free Cash Flow Yield
KKR
0.53%
SPY
N/A
P/S Ratio
KKR
3.63
Winner
SPY
3.55
P/B Ratio
Winner
KKR
3.25
SPY
5.29
KKR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
KKR
+9.11%
Winner
SPY
+9.11%
3M
KKR
-4.27%
Winner
SPY
+6.59%
6M
KKR
-15.21%
Winner
SPY
+10.56%
1Y
KKR
-13.12%
Winner
SPY
+32.04%
5Y(CAGR)
KKR
+12.74%
Winner
SPY
+13.35%
10Y(CAGR)
Winner
KKR
+24.96%
SPY
+15.49%
Max(CAGR)
Winner
KKR
+19.84%
SPY
+8.50%
KKR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KKR | SPY |
|---|---|---|
| 2026 | -20.32% | +8.27% |
| 2025 | -14.07% | +18.00% |
| 2024 | +83.05% | +25.59% |
| 2023 | +79.50% | +26.72% |
| 2022 | -36.17% | -18.64% |
| 2021 | +89.69% | +30.52% |
| 2020 | +40.15% | +17.28% |
| 2019 | +51.65% | +31.09% |
| 2018 | -6.26% | -5.24% |
| 2017 | +37.82% | +20.78% |
| 2016 | +2.19% | +13.59% |
| 2015 | -28.76% | +1.31% |
| 2014 | +2.80% | +14.56% |
| 2013 | +68.28% | +29.00% |
| 2012 | +21.24% | +14.17% |
| 2011 | -7.33% | +0.85% |
| 2010 | +41.95% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
KKR vs SPY Drawdown Comparison
The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current KKR drawdown is -38.18%.
| Rank | KKR | SPY |
|---|---|---|
| #1 | -53.09% Jul 29, 2015 - Jan 3, 2018 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.42% Jan 31, 2025 - Mar 12, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -47.92% Nov 3, 2021 - Dec 14, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -46.51% Apr 29, 2011 - Feb 1, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -45.48% Feb 19, 2020 - Jul 8, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -33.53% Sep 21, 2018 - Sep 12, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.07% Jul 23, 2014 - Jan 23, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.64% Jan 25, 2018 - Jun 19, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.84% May 6, 2013 - Jul 22, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.62% Jan 22, 2014 - Jul 23, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.26% Sep 25, 2019 - Nov 14, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.95% Jul 31, 2024 - Aug 30, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.73% Jul 15, 2010 - Aug 17, 2010 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.47% Nov 29, 2024 - Jan 23, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.99% Aug 6, 2021 - Oct 19, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between KKR and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
KKR vs SPY dividend yield comparison.
| Year | KKR | SPY |
|---|---|---|
| 2026 | 0.18% | 0.24% |
| 2025 | 0.57% | 1.07% |
| 2024 | 0.47% | 1.21% |
| 2023 | 0.78% | 1.40% |
| 2022 | 1.31% | 1.65% |
| 2021 | 0.77% | 1.20% |
| 2020 | 1.31% | 1.52% |
| 2019 | 1.71% | 1.75% |
| 2018 | 3.23% | 2.04% |
| 2017 | 3.18% | 1.80% |
| 2016 | 4.16% | 2.03% |
| 2015 | 10.13% | 2.06% |
| 2014 | 8.75% | 1.87% |
| 2013 | 6.66% | 1.81% |
| 2012 | 5.52% | 2.18% |
| 2011 | 5.53% | 2.05% |
| 2010 | 1.62% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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