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KYN vs WTV

Comparison between Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

5-Year PerformanceKYN has outperformed WTV, delivering a return of +21.0% compared to +13.1%

KYN vs WTV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KYN
$2.80B
WTV
$2.80B
Expense Ratio
KYN
N/A
WTV
0.12%
Max Drawdown
KYN
95.14%
Winner
WTV
42.18%
Sharpe Ratio
KYN
1.14
Winner
WTV
1.56
5Y Beta
Winner
KYN
0.62
WTV
0.80
P/E Ratio
KYN
N/A
WTV
21.97
Forward P/E
KYN
N/A
WTV
14.08
PEG Ratio
KYN
N/A
WTV
0.41
5Y Dividends CAGR
KYN
12.16%
Winner
WTV
17.94%
5Y EPS CAGR
KYN
N/A
WTV
16.41%
Debt to Equity
KYN
N/A
WTV
-21.97%
P/S Ratio
KYN
N/A
WTV
1.29
P/B Ratio
KYN
N/A
WTV
2.48

KYN vs WTV - Historical Returns

Returns include dividend reinvestment.

1M
KYN
-0.05%
Winner
WTV
+3.38%
3M
KYN
+2.57%
Winner
WTV
+5.00%
6M
Winner
KYN
+16.93%
WTV
+10.98%
1Y
KYN
+23.19%
Winner
WTV
+24.46%
5Y(CAGR)
Winner
KYN
+20.97%
WTV
+13.11%
10Y(CAGR)
KYN
+6.51%
Winner
WTV
+13.44%
Max(CAGR)
KYN
+6.13%
Winner
WTV
+13.44%

KYN vs WTV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearKYNWTV
2026+17.28%+9.38%
2025+2.79%+14.03%
2024+59.73%+23.99%
2023+14.19%+22.85%
2022+16.01%-8.18%
2021+42.38%+31.79%
2020-51.60%+5.42%
2019+8.74%+29.11%
2018-21.54%-8.58%
2017+5.19%+1.14%
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 WTV Drawdown Comparison

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

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current KYN drawdown is -3.44%. The current WTV drawdown is -1.17%.

RankKYNWTV
#1-91.18%
Nov 26, 2014 - Jan 29, 2026
-42.18%
Jan 16, 2020 - Nov 23, 2020
#2-67.05%
Apr 16, 2007 - Nov 22, 2010
-20.53%
Sep 21, 2018 - Apr 5, 2019
#3-23.47%
Apr 1, 2011 - Jan 17, 2012
-19.31%
Jan 4, 2022 - Feb 1, 2023
#4-16.42%
Sep 9, 2005 - Jul 25, 2006
-18.49%
Nov 29, 2024 - Jul 23, 2025
#5-14.05%
Feb 27, 2012 - Oct 4, 2012
-13.67%
Feb 2, 2023 - Jul 12, 2023
#6-11.20%
Oct 6, 2014 - Nov 20, 2014
-10.43%
Aug 1, 2023 - Dec 1, 2023
#7-9.65%
May 21, 2013 - Jun 26, 2013
-9.69%
Jan 26, 2018 - Aug 27, 2018
#8-9.38%
Oct 17, 2012 - Jan 7, 2013
-9.24%
May 3, 2019 - Jul 24, 2019
#9-8.51%
Dec 31, 2013 - Jun 16, 2014
-7.88%
Jul 26, 2019 - Oct 24, 2019
#10-8.34%
Jul 1, 2013 - Dec 19, 2013
-7.15%
Feb 10, 2026 - May 8, 2026
#11-7.23%
Mar 27, 2026 - Apr 30, 2026
-6.91%
Jul 31, 2024 - Aug 23, 2024
#12-6.29%
Mar 18, 2005 - Apr 7, 2005
-6.24%
Mar 28, 2024 - Jul 16, 2024
#13-6.14%
Mar 5, 2013 - Apr 8, 2013
-6.10%
Nov 16, 2021 - Dec 29, 2021
#14-5.98%
May 19, 2026 - May 29, 2026
-4.91%
Oct 27, 2025 - Dec 3, 2025
#15-5.91%
Jul 28, 2005 - Sep 8, 2005
-4.66%
May 10, 2021 - Aug 3, 2021

Correlation

Correlation between KYN and WTV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2005 - 2026)

KYN vs WTV dividend yield comparison.

YearKYNWTV
20263.02%0.51%
20257.75%1.59%
20248.34%1.54%
20239.45%1.62%
20229.05%2.08%
20216.42%1.55%
202016.17%1.63%
201910.34%1.44%
201814.17%1.94%
20179.97%0.41%
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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