PortfoliosLab logo
KQQQ vs. SPYI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between KQQQ and SPYI is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

KQQQ vs. SPYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Technology Titans Select ETF (KQQQ) and NEOS S&P 500 High Income ETF (SPYI). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

KQQQ:

29.12%

SPYI:

17.15%

Max Drawdown

KQQQ:

-26.15%

SPYI:

-16.47%

Current Drawdown

KQQQ:

-9.45%

SPYI:

-3.59%

Returns By Period

In the year-to-date period, KQQQ achieves a -6.23% return, which is significantly lower than SPYI's 0.49% return.


KQQQ

YTD

-6.23%

1M

10.97%

6M

-3.04%

1Y

N/A

5Y*

N/A

10Y*

N/A

SPYI

YTD

0.49%

1M

7.84%

6M

-0.65%

1Y

11.91%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


KQQQ vs. SPYI - Expense Ratio Comparison

KQQQ has a 0.99% expense ratio, which is higher than SPYI's 0.68% expense ratio.


Risk-Adjusted Performance

KQQQ vs. SPYI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KQQQ

SPYI
The Risk-Adjusted Performance Rank of SPYI is 7676
Overall Rank
The Sharpe Ratio Rank of SPYI is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYI is 7373
Sortino Ratio Rank
The Omega Ratio Rank of SPYI is 8080
Omega Ratio Rank
The Calmar Ratio Rank of SPYI is 7878
Calmar Ratio Rank
The Martin Ratio Rank of SPYI is 7777
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.

KQQQ vs. SPYI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Technology Titans Select ETF (KQQQ) and NEOS S&P 500 High Income ETF (SPYI). 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.



Loading data...

Dividends

KQQQ vs. SPYI - Dividend Comparison

KQQQ's dividend yield for the trailing twelve months is around 5.55%, while SPYI has not paid dividends to shareholders.


Drawdowns

KQQQ vs. SPYI - Drawdown Comparison

The maximum KQQQ drawdown since its inception was -26.15%, which is greater than SPYI's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for KQQQ and SPYI. For additional features, visit the drawdowns tool.


Loading data...

Volatility

KQQQ vs. SPYI - Volatility Comparison


Loading data...