KNRG vs EVG

Comparison between Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG, ETF) and Eaton Vance Short Duration Diversified Income Fund (EVG, ETF).

KNRG vs EVG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KNRG(ETF)	EVG(ETF)
Net Assets	$151M	$151M
Expense Ratio	0.76%	N/A
Max Drawdown	3.94%	54.15%
Sharpe Ratio	1.39	0.21
5Y Beta	0.16	0.26
5Y Dividends CAGR	N/A	0.60%

Net Assets

KNRG

$151M

Winner

EVG

$151M

Expense Ratio

KNRG

0.76%

EVG

N/A

Max Drawdown

Winner

KNRG

3.94%

EVG

54.15%

Sharpe Ratio

Winner

KNRG

1.39

EVG

0.21

5Y Beta

Winner

KNRG

0.16

EVG

0.26

5Y Dividends CAGR

KNRG

N/A

EVG

0.60%

KNRG vs EVG - Historical Returns

Returns include dividend reinvestment.

Period	KNRG	EVG
1 month	+0.51%	+0.78%
3 months	+1.49%	+1.99%
6 months	+2.51%	+1.73%
1 year	+8.06%	+5.15%
5 years(CAGR)	N/A	+4.81%
10 years(CAGR)	N/A	+5.90%
Max(CAGR)	+9.26%	+4.93%

KNRG

+0.51%

Winner

EVG

+0.78%

KNRG

+1.49%

Winner

EVG

+1.99%

Winner

KNRG

+2.51%

EVG

+1.73%

Winner

KNRG

+8.06%

EVG

+5.15%

5Y(CAGR)

KNRG

N/A

EVG

+4.81%

10Y(CAGR)

KNRG

N/A

EVG

+5.90%

Max(CAGR)

Winner

KNRG

+9.26%

EVG

+4.93%

KNRG vs EVG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KNRG	EVG
2026	+3.05%	+3.08%
2025	+7.34%	+7.73%
2024	N/A	+14.35%
2023	N/A	+9.92%
2022	N/A	-13.98%
2021	N/A	+17.58%
2020	N/A	-1.29%
2019	N/A	+15.73%
2018	N/A	-7.54%
2017	N/A	+10.90%
2016	N/A	+11.79%
2015	N/A	+1.48%
2014	N/A	-0.55%
2013	N/A	-6.02%
2012	N/A	+12.74%
2011	N/A	+1.64%
2010	N/A	+12.46%
2009	N/A	+41.73%
2008	N/A	-21.71%
2007	N/A	-0.61%
2006	N/A	+13.83%
2005	N/A	-11.81%

KNRG vs EVG Drawdown Comparison

The maximum drawdown for KNRG was -2.71%, occurring on Mar 27, 2026. Recovery took 41 trading sessions.

The maximum drawdown for EVG was -40.64%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

The current KNRG drawdown is -0.04%. The current EVG drawdown is -0.93%.

Rank	KNRG	EVG
#1	-2.71% Feb 25, 2026 - Apr 24, 2026	-40.64% May 29, 2007 - Sep 15, 2009
#2	-1.13% Jun 12, 2025 - Jun 30, 2025	-32.75% Feb 20, 2020 - Jan 11, 2021
#3	-1.10% Oct 27, 2025 - Dec 3, 2025	-23.35% Jan 14, 2022 - May 21, 2024
#4	-0.88% Sep 19, 2025 - Oct 24, 2025	-16.29% Mar 7, 2005 - Oct 19, 2006
#5	-0.71% Apr 24, 2026 - May 26, 2026	-12.67% Jan 25, 2013 - Sep 6, 2016
#6	-0.70% Jul 3, 2025 - Jul 23, 2025	-10.54% Jul 14, 2011 - Feb 17, 2012
#7	-0.34% Jan 30, 2026 - Feb 11, 2026	-10.38% Dec 29, 2017 - May 16, 2019
#8	-0.33% Sep 11, 2025 - Sep 16, 2025	-8.24% Mar 3, 2025 - Jun 27, 2025
#9	-0.31% Dec 3, 2025 - Dec 24, 2025	-7.62% Oct 5, 2012 - Jan 14, 2013
#10	-0.30% Jun 4, 2026 - Jun 11, 2026	-7.05% May 3, 2010 - Sep 1, 2010
#11	-0.27% Aug 13, 2025 - Aug 22, 2025	-6.77% Sep 13, 2021 - Jan 14, 2022
#12	-0.27% Jan 6, 2026 - Jan 13, 2026	-6.28% Nov 5, 2010 - May 25, 2011
#13	-0.24% Jan 14, 2026 - Jan 22, 2026	-5.03% Feb 17, 2026 - May 6, 2026
#14	-0.23% Aug 28, 2025 - Sep 4, 2025	-4.61% Sep 7, 2016 - Dec 9, 2016
#15	-0.21% Jul 29, 2025 - Jul 31, 2025	-4.48% Mar 27, 2012 - Jul 16, 2012

Correlation

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

0.91

-101

Dividend Comparison (2005 - 2026)

KNRG vs EVG dividend yield comparison.

Year	KNRG	EVG
2026	3.26%	4.85%
2025	4.22%	8.15%
2024	0.00%	8.69%
2023	0.00%	9.18%
2022	0.00%	12.40%
2021	0.00%	8.75%
2020	0.00%	6.67%
2019	0.00%	6.96%
2018	0.00%	6.63%
2017	0.00%	6.68%
2016	0.00%	7.79%
2015	0.00%	8.05%
2014	0.00%	7.63%
2013	0.00%	7.07%
2012	0.00%	5.72%
2011	0.00%	6.11%
2010	0.00%	7.41%
2009	0.00%	6.19%
2008	0.00%	11.37%
2007	0.00%	8.86%
2006	0.00%	7.98%
2005	0.00%	6.08%