KNGLX vs. QQQ

In the year-to-date period, KNGLX achieves a 1.43% return, which is significantly lower than QQQ's 1.69% return.

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KNGLX has a 1.20% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) and Invesco QQQ (QQQ). 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 KNGLX Sharpe Ratio is 0.37, which is lower than the QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of KNGLX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KNGLX's dividend yield for the trailing twelve months is around 11.67%, more than QQQ's 0.58% yield.

The maximum KNGLX drawdown since its inception was -35.33%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for KNGLX and QQQ.

The current volatility for CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) is 4.50%, while Invesco QQQ (QQQ) has a volatility of 5.62%. This indicates that KNGLX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.