WTV vs KYN
Comparison between WISDOMTREE U.S. VALUE FUND (WTV, ETF) and Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF).
5-Year PerformanceKYN has outperformed WTV, delivering a return of +21.0% compared to +13.1%
WTV vs KYN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTV vs KYN - Historical Returns
Returns include dividend reinvestment.
WTV vs KYN - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | WTV | KYN |
|---|---|---|
| 2026 | +9.38% | +17.28% |
| 2025 | +14.03% | +2.79% |
| 2024 | +23.99% | +59.73% |
| 2023 | +22.85% | +14.19% |
| 2022 | -8.18% | +16.01% |
| 2021 | +31.79% | +42.38% |
| 2020 | +5.42% | -51.60% |
| 2019 | +29.11% | +8.74% |
| 2018 | -8.58% | -21.54% |
| 2017 | +1.14% | +5.19% |
| 2016 | N/A | +27.44% |
| 2015 | N/A | -50.28% |
| 2014 | N/A | +5.89% |
| 2013 | N/A | +37.23% |
| 2012 | N/A | +4.55% |
| 2011 | N/A | +5.97% |
| 2010 | N/A | +36.08% |
| 2009 | N/A | +69.21% |
| 2008 | N/A | -40.63% |
| 2007 | N/A | -4.23% |
| 2006 | N/A | +39.45% |
| 2005 | N/A | +3.59% |
| 2004 | N/A | +0.00% |
WTV vs KYN Drawdown Comparison
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for KYN was -91.18%, occurring on Mar 18, 2020. Recovery took 2808 trading sessions.
The current WTV drawdown is -1.17%. The current KYN drawdown is -3.44%.
| Rank | WTV | KYN |
|---|---|---|
| #1 | -42.18% Jan 16, 2020 - Nov 23, 2020 | -91.18% Nov 26, 2014 - Jan 29, 2026 |
| #2 | -20.53% Sep 21, 2018 - Apr 5, 2019 | -67.05% Apr 16, 2007 - Nov 22, 2010 |
| #3 | -19.31% Jan 4, 2022 - Feb 1, 2023 | -23.47% Apr 1, 2011 - Jan 17, 2012 |
| #4 | -18.49% Nov 29, 2024 - Jul 23, 2025 | -16.42% Sep 9, 2005 - Jul 25, 2006 |
| #5 | -13.67% Feb 2, 2023 - Jul 12, 2023 | -14.05% Feb 27, 2012 - Oct 4, 2012 |
| #6 | -10.43% Aug 1, 2023 - Dec 1, 2023 | -11.20% Oct 6, 2014 - Nov 20, 2014 |
| #7 | -9.69% Jan 26, 2018 - Aug 27, 2018 | -9.65% May 21, 2013 - Jun 26, 2013 |
| #8 | -9.24% May 3, 2019 - Jul 24, 2019 | -9.38% Oct 17, 2012 - Jan 7, 2013 |
| #9 | -7.88% Jul 26, 2019 - Oct 24, 2019 | -8.51% Dec 31, 2013 - Jun 16, 2014 |
| #10 | -7.15% Feb 10, 2026 - May 8, 2026 | -8.34% Jul 1, 2013 - Dec 19, 2013 |
| #11 | -6.91% Jul 31, 2024 - Aug 23, 2024 | -7.23% Mar 27, 2026 - Apr 30, 2026 |
| #12 | -6.24% Mar 28, 2024 - Jul 16, 2024 | -6.29% Mar 18, 2005 - Apr 7, 2005 |
| #13 | -6.10% Nov 16, 2021 - Dec 29, 2021 | -6.14% Mar 5, 2013 - Apr 8, 2013 |
| #14 | -4.91% Oct 27, 2025 - Dec 3, 2025 | -5.98% May 19, 2026 - May 29, 2026 |
| #15 | -4.66% May 10, 2021 - Aug 3, 2021 | -5.91% Jul 28, 2005 - Sep 8, 2005 |
Correlation
Correlation between WTV and KYN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
WTV vs KYN dividend yield comparison.
| Year | WTV | KYN |
|---|---|---|
| 2026 | 0.51% | 3.02% |
| 2025 | 1.59% | 7.75% |
| 2024 | 1.54% | 8.34% |
| 2023 | 1.62% | 9.45% |
| 2022 | 2.08% | 9.05% |
| 2021 | 1.55% | 6.42% |
| 2020 | 1.63% | 16.17% |
| 2019 | 1.44% | 10.34% |
| 2018 | 1.94% | 14.17% |
| 2017 | 0.41% | 9.97% |
| 2016 | 0.00% | 11.24% |
| 2015 | 0.00% | 15.20% |
| 2014 | 0.00% | 6.61% |
| 2013 | 0.00% | 4.37% |
| 2012 | 0.00% | 8.97% |
| 2011 | 0.00% | 6.50% |
| 2010 | 0.00% | 6.10% |
| 2009 | 0.00% | 7.75% |
| 2008 | 0.00% | 12.22% |
| 2007 | 0.00% | 6.58% |
| 2006 | 0.00% | 5.29% |
| 2005 | 0.00% | 6.14% |
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