KYN vs SPY

Comparison between Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceKYN has outperformed SPY, delivering a return of +21.6% compared to +13.3%

KYN vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KYN(ETF)	SPY(ETF)
Net Assets	$2.80B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	95.14%	56.47%
Sharpe Ratio	1.13	2.07
5Y Beta	0.64	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	8.04%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

KYN

$2.80B

Winner

SPY

$652B

Expense Ratio

KYN

N/A

SPY

0.09%

Max Drawdown

KYN

95.14%

Winner

SPY

56.47%

Sharpe Ratio

KYN

1.13

Winner

SPY

2.07

5Y Beta

Winner

KYN

0.64

SPY

1.00

P/E Ratio

KYN

N/A

SPY

28.24

Forward P/E

KYN

N/A

SPY

21.85

5Y Dividends CAGR

Winner

KYN

8.04%

SPY

5.43%

5Y EPS CAGR

KYN

N/A

SPY

25.79%

Debt to Equity

KYN

N/A

SPY

22.35%

P/S Ratio

KYN

N/A

SPY

3.55

P/B Ratio

KYN

N/A

SPY

5.29

KYN vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	KYN	SPY
1 month	-1.32%	+9.11%
3 months	+3.23%	+6.59%
6 months	+22.15%	+10.56%
1 year	+22.79%	+32.04%
5 years(CAGR)	+21.60%	+13.35%
10 years(CAGR)	+8.33%	+15.49%
Max(CAGR)	+5.96%	+8.50%

KYN

-1.32%

Winner

SPY

+9.11%

KYN

+3.23%

Winner

SPY

+6.59%

Winner

KYN

+22.15%

SPY

+10.56%

KYN

+22.79%

Winner

SPY

+32.04%

5Y(CAGR)

Winner

KYN

+21.60%

SPY

+13.35%

10Y(CAGR)

KYN

+8.33%

Winner

SPY

+15.49%

Max(CAGR)

KYN

+5.96%

Winner

SPY

+8.50%

KYN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KYN	SPY
2026	+12.94%	+8.27%
2025	+2.79%	+18.00%
2024	+59.73%	+25.59%
2023	+14.19%	+26.72%
2022	+16.01%	-18.64%
2021	+42.38%	+30.52%
2020	-51.60%	+17.28%
2019	+8.74%	+31.09%
2018	-21.54%	-5.24%
2017	+5.19%	+20.78%
2016	+27.44%	+13.59%
2015	-50.28%	+1.31%
2014	+5.89%	+14.56%
2013	+37.23%	+29.00%
2012	+4.55%	+14.17%
2011	+5.97%	+0.85%
2010	+36.08%	+13.14%
2009	+69.21%	+22.67%
2008	-40.63%	-36.25%
2007	-4.23%	+5.32%
2006	+39.45%	+13.85%
2005	+3.59%	+5.32%
2004	+0.00%	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

KYN vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current KYN drawdown is -4.49%.

Rank	KYN	SPY
#1	-91.18% Nov 26, 2014 - Jan 29, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-67.05% Apr 16, 2007 - Nov 22, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-23.47% Apr 1, 2011 - Jan 17, 2012	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-16.42% Sep 9, 2005 - Jul 25, 2006	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-14.05% Feb 27, 2012 - Oct 4, 2012	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-11.20% Oct 6, 2014 - Nov 20, 2014	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-9.65% May 21, 2013 - Jun 26, 2013	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.38% Oct 17, 2012 - Jan 7, 2013	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.51% Dec 31, 2013 - Jun 16, 2014	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.34% Jul 1, 2013 - Dec 19, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.23% Mar 27, 2026 - Apr 30, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.29% Mar 18, 2005 - Apr 7, 2005	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.14% Mar 5, 2013 - Apr 8, 2013	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-5.91% Jul 28, 2005 - Sep 8, 2005	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.90% Jul 23, 2014 - Aug 15, 2014	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KYN and SPY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (1999 - 2026)

KYN vs SPY dividend yield comparison.

Year	KYN	SPY
2026	2.50%	0.24%
2025	7.75%	1.07%
2024	8.34%	1.21%
2023	9.45%	1.40%
2022	9.05%	1.65%
2021	6.42%	1.20%
2020	16.17%	1.52%
2019	10.34%	1.75%
2018	14.17%	2.04%
2017	9.97%	1.80%
2016	11.24%	2.03%
2015	15.20%	2.06%
2014	6.61%	1.87%
2013	4.37%	1.81%
2012	8.97%	2.18%
2011	6.50%	2.05%
2010	6.10%	1.80%
2009	7.75%	1.95%
2008	12.22%	3.02%
2007	6.58%	1.85%
2006	5.29%	1.73%
2005	6.14%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%