VFQY vs KIO

Comparison between VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF) and KKR Income Opportunities Fund (KIO, ETF).

5-Year PerformanceVFQY has outperformed KIO, delivering a return of +9.2% compared to +3.5%

VFQY vs KIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VFQY(ETF)	KIO(ETF)
Net Assets	$485M	$486M
Expense Ratio	0.13%	N/A
Max Drawdown	37.66%	54.47%
Sharpe Ratio	1.13	-0.19
5Y Beta	0.90	0.42
P/E Ratio	29.21	N/A
Forward P/E	17.82	N/A
5Y Dividends CAGR	7.50%	2.32%
5Y EPS CAGR	19.00%	N/A
Debt to Equity	48.93%	N/A
P/S Ratio	1.82	N/A
P/B Ratio	4.04	N/A

Net Assets

VFQY

$485M

Winner

KIO

$486M

Expense Ratio

VFQY

0.13%

KIO

N/A

Max Drawdown

Winner

VFQY

37.66%

KIO

54.47%

Sharpe Ratio

Winner

VFQY

1.13

KIO

-0.19

5Y Beta

VFQY

0.90

Winner

KIO

0.42

P/E Ratio

VFQY

29.21

KIO

N/A

Forward P/E

VFQY

17.82

KIO

N/A

5Y Dividends CAGR

Winner

VFQY

7.50%

KIO

2.32%

5Y EPS CAGR

VFQY

19.00%

KIO

N/A

Debt to Equity

VFQY

48.93%

KIO

N/A

P/S Ratio

VFQY

1.82

KIO

N/A

P/B Ratio

VFQY

4.04

KIO

N/A

VFQY vs KIO - Historical Returns

Returns include dividend reinvestment.

Period	VFQY	KIO
1 month	+4.49%	+2.20%
3 months	+8.92%	+1.37%
6 months	+13.72%	+2.68%
1 year	+20.12%	+0.77%
5 years(CAGR)	+9.21%	+3.48%
10 years(CAGR)	+11.85%	+7.06%
Max(CAGR)	+11.85%	+5.87%

Winner

VFQY

+4.49%

KIO

+2.20%

Winner

VFQY

+8.92%

KIO

+1.37%

Winner

VFQY

+13.72%

KIO

+2.68%

Winner

VFQY

+20.12%

KIO

+0.77%

5Y(CAGR)

Winner

VFQY

+9.21%

KIO

+3.48%

10Y(CAGR)

Winner

VFQY

+11.85%

KIO

+7.06%

Max(CAGR)

Winner

VFQY

+11.85%

KIO

+5.87%

VFQY vs KIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	VFQY	KIO
2026	+16.04%	+4.47%
2025	+10.45%	-2.83%
2024	+13.50%	+17.41%
2023	+23.09%	+29.09%
2022	-15.77%	-27.27%
2021	+29.41%	+27.26%
2020	+16.57%	+1.34%
2019	+24.76%	+20.28%
2018	-7.84%	-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%

VFQY vs KIO Drawdown Comparison

The maximum drawdown for VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

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

The current VFQY drawdown is -0.91%. The current KIO drawdown is -7.04%.

Rank	VFQY	KIO
#1	-37.41% Jan 16, 2020 - Sep 2, 2020	-43.82% Feb 20, 2020 - Jan 25, 2021
#2	-25.93% Nov 16, 2021 - Dec 14, 2023	-31.84% Dec 31, 2021 - Feb 29, 2024
#3	-23.84% Aug 29, 2018 - Dec 12, 2019	-22.85% Oct 9, 2024 - Apr 7, 2025
#4	-20.67% Dec 4, 2024 - Aug 13, 2025	-22.05% Jun 30, 2014 - Jun 17, 2016
#5	-9.35% Sep 2, 2020 - Oct 9, 2020	-18.47% Aug 27, 2018 - Apr 11, 2019
#6	-9.12% Feb 6, 2026 - May 5, 2026	-13.68% Oct 12, 2017 - Aug 3, 2018
#7	-7.85% Jul 16, 2024 - Aug 23, 2024	-12.61% Jul 26, 2013 - Jun 30, 2014
#8	-6.96% Oct 12, 2020 - Nov 5, 2020	-6.92% Oct 25, 2016 - Dec 16, 2016
#9	-6.84% Mar 12, 2018 - May 16, 2018	-6.55% Nov 11, 2021 - Dec 31, 2021
#10	-6.49% Mar 28, 2024 - Jul 11, 2024	-5.66% May 6, 2019 - Jun 21, 2019
#11	-5.80% Oct 27, 2025 - Dec 3, 2025	-3.69% Jun 23, 2016 - Jul 15, 2016
#12	-5.13% Sep 2, 2021 - Oct 21, 2021	-3.48% Mar 28, 2024 - May 3, 2024
#13	-4.79% Mar 15, 2021 - Apr 5, 2021	-3.46% Aug 2, 2019 - Sep 24, 2019
#14	-4.79% May 7, 2021 - Jun 7, 2021	-3.41% Jul 31, 2024 - Aug 19, 2024
#15	-4.77% Aug 23, 2024 - Sep 19, 2024	-3.11% Sep 10, 2021 - Oct 22, 2021

Correlation

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

0.94

-101

Dividend Comparison (2013 - 2026)

VFQY vs KIO dividend yield comparison.

Year	VFQY	KIO
2026	0.50%	8.76%
2025	1.17%	12.58%
2024	1.34%	10.90%
2023	1.38%	11.34%
2022	1.43%	11.44%
2021	0.98%	7.45%
2020	1.22%	10.12%
2019	1.34%	9.51%
2018	1.31%	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%