KYN vs JMEE

Comparison between Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).

KYN vs JMEE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KYN(ETF)	JMEE(ETF)
Net Assets	$2.70B	$2.70B
Expense Ratio	N/A	0.24%
Max Drawdown	95.14%	26.10%
Sharpe Ratio	1.11	1.60
5Y Beta	0.61	0.99
P/E Ratio	N/A	30.19
Forward P/E	N/A	15.40
5Y Dividends CAGR	12.16%	N/A
5Y EPS CAGR	N/A	13.40%
Debt to Equity	N/A	58.27%
P/S Ratio	N/A	1.42
P/B Ratio	N/A	2.42

Net Assets

KYN

$2.70B

JMEE

$2.70B

Expense Ratio

KYN

N/A

JMEE

0.24%

Max Drawdown

KYN

95.14%

Winner

JMEE

26.10%

Sharpe Ratio

KYN

1.11

Winner

JMEE

1.60

5Y Beta

Winner

KYN

0.61

JMEE

0.99

P/E Ratio

KYN

N/A

JMEE

30.19

Forward P/E

KYN

N/A

JMEE

15.40

5Y Dividends CAGR

KYN

12.16%

JMEE

N/A

5Y EPS CAGR

KYN

N/A

JMEE

13.40%

Debt to Equity

KYN

N/A

JMEE

58.27%

P/S Ratio

KYN

N/A

JMEE

1.42

P/B Ratio

KYN

N/A

JMEE

2.42

KYN vs JMEE - Historical Returns

Returns include dividend reinvestment.

Period	KYN	JMEE
1 month	+0.95%	+4.85%
3 months	+0.84%	+16.09%
6 months	+20.57%	+16.84%
1 year	+21.78%	+32.59%
5 years(CAGR)	+19.41%	+14.51%
10 years(CAGR)	+7.47%	N/A
Max(CAGR)	+6.13%	+14.51%

KYN

+0.95%

Winner

JMEE

+4.85%

KYN

+0.84%

Winner

JMEE

+16.09%

Winner

KYN

+20.57%

JMEE

+16.84%

KYN

+21.78%

Winner

JMEE

+32.59%

5Y(CAGR)

Winner

KYN

+19.41%

JMEE

+14.51%

10Y(CAGR)

KYN

+7.47%

JMEE

N/A

Max(CAGR)

KYN

+6.13%

Winner

JMEE

+14.51%

KYN vs JMEE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	KYN	JMEE
2026	+17.44%	+17.20%
2025	+2.79%	+7.89%
2024	+59.73%	+14.18%
2023	+14.19%	+18.51%
2022	+16.01%	+1.48%
2021	+42.38%	N/A
2020	-51.60%	N/A
2019	+8.74%	N/A
2018	-21.54%	N/A
2017	+5.19%	N/A
2016	+27.44%	N/A
2015	-50.28%	N/A
2014	+5.89%	N/A
2013	+37.23%	N/A
2012	+4.55%	N/A
2011	+5.97%	N/A
2010	+36.08%	N/A
2009	+69.21%	N/A
2008	-40.63%	N/A
2007	-4.23%	N/A
2006	+39.45%	N/A
2005	+3.59%	N/A
2004	+0.00%	N/A

KYN vs JMEE Drawdown Comparison

The maximum drawdown for KYN was -91.18%, occurring on Mar 18, 2020. Recovery took 2808 trading sessions.

The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current KYN drawdown is -3.30%.

Rank	KYN	JMEE
#1	-91.18% Nov 26, 2014 - Jan 29, 2026	-25.40% Nov 25, 2024 - Dec 10, 2025
#2	-67.05% Apr 16, 2007 - Nov 22, 2010	-16.61% Aug 16, 2022 - Jan 31, 2023
#3	-23.47% Apr 1, 2011 - Jan 17, 2012	-14.57% Jun 7, 2022 - Aug 12, 2022
#4	-16.42% Sep 9, 2005 - Jul 25, 2006	-13.74% Jul 31, 2023 - Dec 13, 2023
#5	-14.05% Feb 27, 2012 - Oct 4, 2012	-12.35% Feb 2, 2023 - Jul 18, 2023
#6	-11.20% Oct 6, 2014 - Nov 20, 2014	-8.24% Feb 20, 2026 - Apr 16, 2026
#7	-9.65% May 21, 2013 - Jun 26, 2013	-7.89% Jul 16, 2024 - Sep 19, 2024
#8	-9.38% Oct 17, 2012 - Jan 7, 2013	-7.21% Mar 28, 2024 - Jul 15, 2024
#9	-8.51% Dec 31, 2013 - Jun 16, 2014	-4.44% Dec 27, 2023 - Feb 9, 2024
#10	-8.34% Jul 1, 2013 - Dec 19, 2013	-4.37% May 17, 2022 - May 27, 2022
#11	-7.23% Mar 27, 2026 - Apr 30, 2026	-4.28% May 6, 2026 - May 26, 2026
#12	-6.29% Mar 18, 2005 - Apr 7, 2005	-3.58% Nov 11, 2024 - Nov 22, 2024
#13	-6.14% Mar 5, 2013 - Apr 8, 2013	-3.57% Oct 17, 2024 - Nov 6, 2024
#14	-5.98% May 19, 2026 - May 29, 2026	-2.91% Dec 11, 2025 - Jan 6, 2026
#15	-5.91% Jul 28, 2005 - Sep 8, 2005	-2.62% Feb 12, 2024 - Feb 15, 2024

Correlation

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

0.94

-101

Dividend Comparison (2005 - 2026)

KYN vs JMEE dividend yield comparison.

Year	KYN	JMEE
2026	3.02%	0.00%
2025	7.75%	1.13%
2024	8.34%	0.95%
2023	9.45%	1.25%
2022	9.05%	6.63%
2021	6.42%	0.00%
2020	16.17%	0.00%
2019	10.34%	0.00%
2018	14.17%	0.00%
2017	9.97%	0.00%
2016	11.24%	0.00%
2015	15.20%	0.00%
2014	6.61%	0.00%
2013	4.37%	0.00%
2012	8.97%	0.00%
2011	6.50%	0.00%
2010	6.10%	0.00%
2009	7.75%	0.00%
2008	12.22%	0.00%
2007	6.58%	0.00%
2006	5.29%	0.00%
2005	6.14%	0.00%