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KYN vs SPUS

Comparison between Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).

5-Year PerformanceKYN has outperformed SPUS, delivering a return of +19.4% compared to +16.3%

KYN vs SPUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KYN
$2.70B
SPUS
$2.70B
Expense Ratio
KYN
N/A
SPUS
0.45%
Max Drawdown
KYN
95.14%
Winner
SPUS
30.80%
Sharpe Ratio
KYN
1.11
Winner
SPUS
1.75
5Y Beta
Winner
KYN
0.61
SPUS
1.12
P/E Ratio
KYN
N/A
SPUS
33.52
Forward P/E
KYN
N/A
SPUS
23.78
PEG Ratio
KYN
N/A
SPUS
0.33
5Y Dividends CAGR
Winner
KYN
12.16%
SPUS
1.14%
5Y EPS CAGR
KYN
N/A
SPUS
32.08%
Debt to Equity
KYN
N/A
SPUS
44.76%
P/S Ratio
KYN
N/A
SPUS
5.49
P/B Ratio
KYN
N/A
SPUS
9.34

KYN vs SPUS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KYN
+0.95%
SPUS
+0.79%
3M
KYN
+0.84%
Winner
SPUS
+14.49%
6M
Winner
KYN
+20.57%
SPUS
+11.90%
1Y
KYN
+21.78%
Winner
SPUS
+32.23%
5Y(CAGR)
Winner
KYN
+19.41%
SPUS
+16.26%
10Y(CAGR)
KYN
+7.47%
SPUS
N/A
Max(CAGR)
KYN
+6.13%
Winner
SPUS
+18.55%

KYN vs SPUS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearKYNSPUS
2026+17.44%+11.07%
2025+2.79%+19.94%
2024+59.73%+27.91%
2023+14.19%+35.56%
2022+16.01%-23.12%
2021+42.38%+37.94%
2020-51.60%+23.99%
2019+8.74%+0.81%
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 SPUS Drawdown Comparison

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

The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current KYN drawdown is -3.30%. The current SPUS drawdown is -4.64%.

RankKYNSPUS
#1-91.18%
Nov 26, 2014 - Jan 29, 2026
-30.80%
Feb 19, 2020 - Jul 6, 2020
#2-67.05%
Apr 16, 2007 - Nov 22, 2010
-28.06%
Dec 27, 2021 - Dec 12, 2023
#3-23.47%
Apr 1, 2011 - Jan 17, 2012
-22.82%
Jan 23, 2025 - Jul 2, 2025
#4-16.42%
Sep 9, 2005 - Jul 25, 2006
-11.46%
Jul 10, 2024 - Oct 14, 2024
#5-14.05%
Feb 27, 2012 - Oct 4, 2012
-10.66%
Jan 28, 2026 - Apr 15, 2026
#6-11.20%
Oct 6, 2014 - Nov 20, 2014
-9.94%
Sep 2, 2020 - Dec 8, 2020
#7-9.65%
May 21, 2013 - Jun 26, 2013
-8.19%
Feb 12, 2021 - Apr 5, 2021
#8-9.38%
Oct 17, 2012 - Jan 7, 2013
-6.91%
Jun 2, 2026 - Jun 10, 2026
#9-8.51%
Dec 31, 2013 - Jun 16, 2014
-6.71%
Sep 3, 2021 - Oct 26, 2021
#10-8.34%
Jul 1, 2013 - Dec 19, 2013
-6.56%
Mar 22, 2024 - May 15, 2024
#11-7.23%
Mar 27, 2026 - Apr 30, 2026
-5.74%
Oct 29, 2025 - Jan 27, 2026
#12-6.29%
Mar 18, 2005 - Apr 7, 2005
-4.76%
Apr 23, 2021 - Jun 10, 2021
#13-6.14%
Mar 5, 2013 - Apr 8, 2013
-4.50%
Dec 16, 2024 - Jan 23, 2025
#14-5.98%
May 19, 2026 - May 29, 2026
-3.69%
Jan 26, 2021 - Feb 4, 2021
#15-5.91%
Jul 28, 2005 - Sep 8, 2005
-3.59%
Nov 19, 2021 - Dec 8, 2021

Correlation

Correlation between KYN and SPUS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2005 - 2026)

KYN vs SPUS dividend yield comparison.

YearKYNSPUS
20263.02%0.23%
20257.75%0.60%
20248.34%0.70%
20239.45%0.87%
20229.05%1.21%
20216.42%1.15%
202016.17%1.04%
201910.34%0.00%
201814.17%0.00%
20179.97%0.00%
201611.24%0.00%
201515.20%0.00%
20146.61%0.00%
20134.37%0.00%
20128.97%0.00%
20116.50%0.00%
20106.10%0.00%
20097.75%0.00%
200812.22%0.00%
20076.58%0.00%
20065.29%0.00%
20056.14%0.00%

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