KWT vs VLT

Comparison between ISHARES MSCI KUWAIT ETF (KWT, ETF) and Invesco High Income Trust II (VLT, ETF).

5-Year PerformanceKWT has outperformed VLT, delivering a return of +9.2% compared to +3.6%

KWT vs VLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KWT(ETF)	VLT(ETF)
Net Assets	$71M	$71M
Expense Ratio	0.75%	N/A
Max Drawdown	29.94%	85.20%
Sharpe Ratio	0.25	0.48
5Y Beta	0.33	0.35
5Y Dividends CAGR	102.87%	-0.47%

Net Assets

KWT

$71M

Winner

VLT

$71M

Expense Ratio

KWT

0.75%

VLT

N/A

Max Drawdown

Winner

KWT

29.94%

VLT

85.20%

Sharpe Ratio

KWT

0.25

Winner

VLT

0.48

5Y Beta

Winner

KWT

0.33

VLT

0.35

5Y Dividends CAGR

Winner

KWT

102.87%

VLT

-0.47%

KWT vs VLT - Historical Returns

Returns include dividend reinvestment.

Period	KWT	VLT
1 month	-1.85%	-0.09%
3 months	+3.73%	-0.68%
6 months	-1.51%	-1.97%
1 year	+6.35%	+7.14%
5 years(CAGR)	+9.23%	+3.64%
10 years(CAGR)	N/A	+6.32%
Max(CAGR)	+12.54%	+4.64%

KWT

-1.85%

Winner

VLT

-0.09%

Winner

KWT

+3.73%

VLT

-0.68%

Winner

KWT

-1.51%

VLT

-1.97%

KWT

+6.35%

Winner

VLT

+7.14%

5Y(CAGR)

Winner

KWT

+9.23%

VLT

+3.64%

10Y(CAGR)

KWT

N/A

VLT

+6.32%

Max(CAGR)

Winner

KWT

+12.54%

VLT

+4.64%

KWT vs VLT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KWT	VLT
2026	-1.19%	-2.88%
2025	+25.48%	+12.18%
2024	+9.92%	+17.02%
2023	-1.98%	+11.69%
2022	+4.99%	-21.04%
2021	+32.03%	+15.48%
2020	+9.07%	+4.10%
2019	N/A	+22.21%
2018	N/A	-8.36%
2017	N/A	+10.01%
2016	N/A	+20.89%
2015	N/A	-6.86%
2014	N/A	+1.42%
2013	N/A	-0.88%
2012	N/A	+20.14%
2011	N/A	+4.01%
2010	N/A	+21.40%
2009	N/A	+70.49%
2008	N/A	-44.53%
2007	N/A	-2.11%
2006	N/A	+6.72%
2005	N/A	-12.24%
2004	N/A	+9.55%
2003	N/A	+39.84%
2002	N/A	-20.90%
2001	N/A	+13.31%
2000	N/A	+1.04%
1999	N/A	-21.37%

KWT vs VLT Drawdown Comparison

The maximum drawdown for KWT was -24.33%, occurring on Oct 27, 2023. Recovery took 696 trading sessions.

The maximum drawdown for VLT was -69.48%, occurring on Nov 21, 2008. Recovery took 1156 trading sessions.

The current KWT drawdown is -5.95%. The current VLT drawdown is -4.26%.

Rank	KWT	VLT
#1	-24.33% May 6, 2022 - Feb 14, 2025	-69.48% Aug 1, 2005 - Mar 5, 2010
#2	-11.54% Dec 19, 2025 - Mar 27, 2026	-41.97% Jan 17, 2020 - Dec 1, 2020
#3	-9.82% Feb 28, 2025 - May 12, 2025	-39.90% Aug 9, 2001 - Oct 12, 2004
#4	-8.70% Oct 12, 2020 - Jan 26, 2021	-30.42% Sep 1, 2021 - Aug 20, 2024
#5	-8.06% Nov 12, 2021 - Jan 12, 2022	-28.75% Nov 9, 1999 - Feb 2, 2001
#6	-4.72% Sep 25, 2020 - Oct 7, 2020	-20.07% Jul 11, 2014 - Aug 9, 2016
#7	-4.71% Jun 10, 2025 - Jun 26, 2025	-15.50% Feb 5, 2001 - Aug 1, 2001
#8	-3.31% Jun 28, 2021 - Jul 26, 2021	-15.18% May 13, 2013 - May 8, 2014
#9	-3.20% Jan 28, 2021 - Mar 11, 2021	-13.50% Mar 1, 2005 - Jul 28, 2005
#10	-2.99% Aug 13, 2025 - Sep 11, 2025	-13.42% Dec 4, 2024 - Jun 24, 2025
#11	-2.80% May 20, 2021 - Jun 17, 2021	-12.52% Jun 9, 2011 - Jan 23, 2012
#12	-2.80% Oct 31, 2025 - Dec 9, 2025	-12.31% Oct 10, 2017 - Jan 29, 2019
#13	-2.72% Sep 23, 2025 - Oct 30, 2025	-11.23% Nov 9, 2010 - May 12, 2011
#14	-2.36% Jul 14, 2025 - Aug 13, 2025	-10.89% Jul 12, 2010 - Oct 21, 2010
#15	-2.33% Dec 12, 2025 - Dec 19, 2025	-10.70% Apr 27, 2010 - Jun 21, 2010

Correlation

Correlation between KWT and VLT is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

KWT vs VLT dividend yield comparison.

Year	KWT	VLT
2026	0.00%	4.46%
2025	5.40%	10.27%
2024	6.09%	10.55%
2023	2.25%	11.13%
2022	5.87%	11.27%
2021	7.65%	8.06%
2020	0.27%	8.51%
2019	0.00%	8.10%
2018	0.00%	8.44%
2017	0.00%	7.00%
2016	0.00%	8.06%
2015	0.00%	9.71%
2014	0.00%	8.68%
2013	0.00%	8.62%
2012	0.00%	8.07%
2011	0.00%	8.98%
2010	0.00%	9.69%
2009	0.00%	9.70%
2008	0.00%	17.05%
2007	0.00%	9.09%
2006	0.00%	8.93%
2005	0.00%	10.72%
2004	0.00%	8.64%
2003	0.00%	8.94%
2002	0.00%	15.23%
2001	0.00%	12.83%
2000	0.00%	5.69%