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KNGS vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

KNGS vs. SPY

Last updated May 15, 2025

Compare and contrast key facts about Roundhill S&P Dividend Monarchs ETF (KNGS) and SPDR S&P 500 ETF (SPY).

KNGS and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KNGS is an actively managed fund by Roundhill. It was launched on Nov 1, 2023. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KNGS or SPY.

Correlation

The correlation between KNGS and SPY is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

KNGS vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill S&P Dividend Monarchs ETF (KNGS) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

KNGS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

0.56%

1M

8.99%

6M

-0.98%

1Y

13.71%

5Y*

17.23%

10Y*

12.67%

*Annualized

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KNGS vs. SPY - Expense Ratio Comparison

KNGS has a 0.35% expense ratio, which is higher than SPY's 0.09% expense ratio.

KNGS
Roundhill S&P Dividend Monarchs ETF
SPY
SPDR S&P 500 ETF

Risk-Adjusted Performance

KNGS vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
KNGS
The Risk-Adjusted Performance Rank of KNGS is 5757
Overall Rank
The Sharpe Ratio Rank of KNGS is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of KNGS is 5555
Sortino Ratio Rank
The Omega Ratio Rank of KNGS is 5454
Omega Ratio Rank
The Calmar Ratio Rank of KNGS is 6969
Calmar Ratio Rank
The Martin Ratio Rank of KNGS is 5252
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6868
Overall Rank
The Sharpe Ratio Rank of SPY is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 6767
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 7171
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 7171
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KNGS vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill S&P Dividend Monarchs ETF (KNGS) and SPDR S&P 500 ETF (SPY). 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.

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Dividends

KNGS vs. SPY - Dividend Comparison

KNGS has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.

TTM20242023202220212020201920182017201620152014
KNGS
Roundhill S&P Dividend Monarchs ETF		1.40%2.06%0.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPY
SPDR S&P 500 ETF		1.22%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

KNGS vs. SPY - Drawdown Comparison

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Volatility

KNGS vs. SPY - Volatility Comparison

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