KNRG vs NAZ

Comparison between Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG, ETF) and Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF).

KNRG vs NAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KNRG(ETF)	NAZ(ETF)
Net Assets	$151M	$150M
Expense Ratio	0.76%	N/A
Max Drawdown	3.94%	48.77%
Sharpe Ratio	1.39	0.80
5Y Beta	0.16	0.12
5Y Dividends CAGR	N/A	7.61%

Net Assets

Winner

KNRG

$151M

NAZ

$150M

Expense Ratio

KNRG

0.76%

NAZ

N/A

Max Drawdown

Winner

KNRG

3.94%

NAZ

48.77%

Sharpe Ratio

Winner

KNRG

1.39

NAZ

0.80

5Y Beta

KNRG

0.16

Winner

NAZ

0.12

5Y Dividends CAGR

KNRG

N/A

NAZ

7.61%

KNRG vs NAZ - Historical Returns

Returns include dividend reinvestment.

Period	KNRG	NAZ
1 month	+0.51%	+0.65%
3 months	+1.49%	+2.47%
6 months	+2.51%	+8.37%
1 year	+8.06%	+14.38%
5 years(CAGR)	N/A	+0.61%
10 years(CAGR)	N/A	+1.69%
Max(CAGR)	+9.26%	+4.32%

KNRG

+0.51%

Winner

NAZ

+0.65%

KNRG

+1.49%

Winner

NAZ

+2.47%

KNRG

+2.51%

Winner

NAZ

+8.37%

KNRG

+8.06%

Winner

NAZ

+14.38%

5Y(CAGR)

KNRG

N/A

NAZ

+0.61%

10Y(CAGR)

KNRG

N/A

NAZ

+1.69%

Max(CAGR)

Winner

KNRG

+9.26%

NAZ

+4.32%

KNRG vs NAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KNRG	NAZ
2026	+3.05%	+9.33%
2025	+7.34%	+11.54%
2024	N/A	+12.88%
2023	N/A	-1.90%
2022	N/A	-27.11%
2021	N/A	+5.02%
2020	N/A	+22.04%
2019	N/A	+16.46%
2018	N/A	-12.82%
2017	N/A	+5.58%
2016	N/A	-3.17%
2015	N/A	+11.35%
2014	N/A	+25.72%
2013	N/A	-16.80%
2012	N/A	+14.38%
2011	N/A	+17.63%
2010	N/A	+3.58%
2009	N/A	+40.86%
2008	N/A	-22.86%
2007	N/A	-4.82%
2006	N/A	-0.29%
2005	N/A	-0.39%
2004	N/A	+0.02%
2003	N/A	+11.61%
2002	N/A	+0.75%
2001	N/A	+6.83%
2000	N/A	+15.21%
1999	N/A	-9.75%

KNRG vs NAZ Drawdown Comparison

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

The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.

The current KNRG drawdown is -0.04%. The current NAZ drawdown is -4.93%.

Rank	KNRG	NAZ
#1	-2.71% Feb 25, 2026 - Apr 24, 2026	-38.28% Nov 9, 2021 - Apr 14, 2026
#2	-1.13% Jun 12, 2025 - Jun 30, 2025	-34.81% Apr 1, 2004 - Sep 22, 2009
#3	-1.10% Oct 27, 2025 - Dec 3, 2025	-28.08% Jul 6, 2016 - Sep 1, 2020
#4	-0.88% Sep 19, 2025 - Oct 24, 2025	-27.21% Jan 28, 2013 - Jan 28, 2015
#5	-0.71% Apr 24, 2026 - May 26, 2026	-20.06% Oct 29, 2010 - Dec 30, 2011
#6	-0.70% Jul 3, 2025 - Jul 23, 2025	-13.78% Jul 11, 2002 - Jun 12, 2003
#7	-0.34% Jan 30, 2026 - Feb 11, 2026	-13.30% Jul 15, 2003 - Feb 2, 2004
#8	-0.33% Sep 11, 2025 - Sep 16, 2025	-11.33% Nov 4, 1999 - Dec 11, 2000
#9	-0.31% Dec 3, 2025 - Dec 24, 2025	-6.87% Jan 14, 2010 - Aug 12, 2010
#10	-0.30% Jun 4, 2026 - Jun 11, 2026	-6.81% Dec 4, 2020 - May 28, 2021
#11	-0.27% Aug 13, 2025 - Aug 22, 2025	-6.52% Jun 5, 2026 - Jun 29, 2026
#12	-0.27% Jan 6, 2026 - Jan 13, 2026	-5.89% Oct 6, 2009 - Jan 6, 2010
#13	-0.24% Jan 14, 2026 - Jan 22, 2026	-4.81% Mar 5, 2002 - Apr 23, 2002
#14	-0.23% Aug 28, 2025 - Sep 4, 2025	-4.69% Oct 3, 2012 - Jan 9, 2013
#15	-0.21% Jul 29, 2025 - Jul 31, 2025	-4.65% Feb 2, 2015 - Apr 17, 2015

Correlation

Correlation between KNRG and NAZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

KNRG vs NAZ dividend yield comparison.

Year	KNRG	NAZ
2026	3.26%	3.60%
2025	4.22%	7.09%
2024	0.00%	6.20%
2023	0.00%	3.63%
2022	0.00%	5.01%
2021	0.00%	3.75%
2020	0.00%	3.52%
2019	0.00%	3.82%
2018	0.00%	4.52%
2017	0.00%	4.65%
2016	0.00%	5.53%
2015	0.00%	5.25%
2014	0.00%	5.53%
2013	0.00%	6.35%
2012	0.00%	5.01%
2011	0.00%	5.35%
2010	0.00%	5.76%
2009	0.00%	5.11%
2008	0.00%	6.72%
2007	0.00%	4.90%
2006	0.00%	4.62%
2005	0.00%	5.41%
2004	0.00%	5.95%
2003	0.00%	5.68%
2002	0.00%	5.93%
2001	0.00%	5.35%
2000	0.00%	2.21%