BHBFX vs. KNG

In the year-to-date period, BHBFX achieves a 1.71% return, which is significantly higher than KNG's 1.50% return.

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BHBFX has a 0.91% expense ratio, which is higher than KNG's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Madison Dividend Income Fund (BHBFX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BHBFX Sharpe Ratio is -0.20, which is lower than the KNG Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of BHBFX and KNG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BHBFX's dividend yield for the trailing twelve months is around 2.14%, less than KNG's 9.07% yield.

The maximum BHBFX drawdown since its inception was -42.48%, which is greater than KNG's maximum drawdown of -35.12%. Use the drawdown chart below to compare losses from any high point for BHBFX and KNG. For additional features, visit the drawdowns tool.

Madison Dividend Income Fund (BHBFX) and FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) have volatilities of 4.70% and 4.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.