SIXA vs KIO

Comparison between ETC 6 MERIDIAN MEGA CAP EQUITY ETF (SIXA, ETF) and KKR Income Opportunities Fund (KIO, ETF).

5-Year PerformanceSIXA has outperformed KIO, delivering a return of +12.4% compared to +3.3%

SIXA vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIXA(ETF)	KIO(ETF)
Net Assets	$493M	$493M
Expense Ratio	0.46%	N/A
Max Drawdown	19.71%	54.47%
Sharpe Ratio	1.44	-0.43
5Y Beta	0.56	0.42
P/E Ratio	20.29	N/A
Forward P/E	16.46	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	16.71%	3.65%
5Y EPS CAGR	15.87%	N/A
Debt to Equity	162.55%	N/A
P/S Ratio	2.86	N/A
P/B Ratio	4.33	N/A

Net Assets

SIXA

$493M

Winner

KIO

$493M

Expense Ratio

SIXA

0.46%

KIO

N/A

Max Drawdown

Winner

SIXA

19.71%

KIO

54.47%

Sharpe Ratio

Winner

SIXA

1.44

KIO

-0.43

5Y Beta

SIXA

0.56

Winner

KIO

0.42

P/E Ratio

SIXA

20.29

KIO

N/A

Forward P/E

SIXA

16.46

KIO

N/A

PEG Ratio

SIXA

0.38

KIO

N/A

5Y Dividends CAGR

Winner

SIXA

16.71%

KIO

3.65%

5Y EPS CAGR

SIXA

15.87%

KIO

N/A

Debt to Equity

SIXA

162.55%

KIO

N/A

P/S Ratio

SIXA

2.86

KIO

N/A

P/B Ratio

SIXA

4.33

KIO

N/A

SIXA vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	SIXA	KIO
1 month	+0.62%	-0.38%
3 months	+4.84%	+2.16%
6 months	+11.32%	+1.08%
1 year	+16.77%	-1.07%
5 years(CAGR)	+12.38%	+3.25%
10 years(CAGR)	N/A	+6.98%
Max(CAGR)	+15.95%	+5.74%

Winner

SIXA

+0.62%

KIO

-0.38%

Winner

SIXA

+4.84%

KIO

+2.16%

Winner

SIXA

+11.32%

KIO

+1.08%

Winner

SIXA

+16.77%

KIO

-1.07%

5Y(CAGR)

Winner

SIXA

+12.38%

KIO

+3.25%

10Y(CAGR)

SIXA

N/A

KIO

+6.98%

Max(CAGR)

Winner

SIXA

+15.95%

KIO

+5.74%

SIXA vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SIXA	KIO
2026	+14.20%	+2.32%
2025	+15.57%	-2.83%
2024	+22.53%	+17.41%
2023	+12.07%	+29.09%
2022	-6.21%	-27.27%
2021	+24.88%	+27.26%
2020	+18.45%	+1.34%
2019	N/A	+20.28%
2018	N/A	-2.51%
2017	N/A	+9.90%
2016	N/A	+29.34%
2015	N/A	-5.77%
2014	N/A	-1.42%
2013	N/A	-7.01%

SIXA vs KIO Drawdown Comparison

The maximum drawdown for SIXA was -18.37%, occurring on Sep 30, 2022. Recovery took 474 trading sessions.

The maximum drawdown for KIO was -43.82%, occurring on Mar 18, 2020. Recovery took 234 trading sessions.

The current SIXA drawdown is -0.99%. The current KIO drawdown is -8.96%.

Rank	SIXA	KIO
#1	-18.37% Jan 12, 2022 - Dec 1, 2023	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-11.22% Feb 28, 2025 - May 16, 2025	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-8.47% Sep 2, 2020 - Nov 16, 2020	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-7.72% Jun 8, 2020 - Aug 7, 2020	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-6.43% Nov 29, 2024 - Feb 10, 2025	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-5.75% Feb 17, 2021 - Mar 22, 2021	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-5.59% Feb 27, 2026 - Apr 30, 2026	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-5.59% Aug 16, 2021 - Nov 3, 2021	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-4.50% Jul 17, 2024 - Aug 15, 2024	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-4.15% Nov 23, 2021 - Dec 15, 2021	-5.66% May 6, 2019 - Jun 21, 2019
#11	-3.82% May 11, 2020 - May 18, 2020	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-3.58% Mar 28, 2024 - May 15, 2024	-3.48% Mar 28, 2024 - May 3, 2024
#13	-3.17% Jan 21, 2021 - Feb 8, 2021	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	-3.15% May 7, 2021 - May 24, 2021	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	-2.89% Oct 18, 2024 - Nov 8, 2024	-3.11% Sep 10, 2021 - Oct 22, 2021

Correlation

Correlation between SIXA and KIO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2013 - 2026)

SIXA vs KIO dividend yield comparison.

Year	SIXA	KIO
2026	0.91%	7.74%
2025	2.31%	12.58%
2024	1.62%	10.90%
2023	2.12%	11.34%
2022	2.23%	11.44%
2021	1.63%	7.45%
2020	1.13%	10.12%
2019	0.00%	9.51%
2018	0.00%	10.53%
2017	0.00%	9.66%
2016	0.00%	9.92%
2015	0.00%	10.81%
2014	0.00%	10.19%
2013	0.00%	3.00%