SPINX vs. KNGLX
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX).
SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013. KNGLX is a passively managed fund by CBOE Vest that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Sep 10, 2017. Both SPINX and KNGLX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SPINX vs. KNGLX - Performance Comparison
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SPINX vs. KNGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -7.09% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -5.30% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 0.17% | 6.43% | 2.91% | 6.46% | -7.29% | 23.23% | 7.08% | 26.58% | -4.64% |
Returns By Period
In the year-to-date period, SPINX achieves a -7.09% return, which is significantly lower than KNGLX's 0.17% return.
SPINX
- 1D
- -0.41%
- 1M
- -7.71%
- YTD
- -7.09%
- 6M
- -4.55%
- 1Y
- 14.42%
- 3Y*
- 16.85%
- 5Y*
- 11.17%
- 10Y*
- 13.59%
KNGLX
- 1D
- 0.09%
- 1M
- -7.86%
- YTD
- 0.17%
- 6M
- 1.93%
- 1Y
- 3.88%
- 3Y*
- 4.80%
- 5Y*
- 4.36%
- 10Y*
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SPINX vs. KNGLX - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is lower than KNGLX's 1.20% expense ratio.
Return for Risk
SPINX vs. KNGLX — Risk / Return Rank
SPINX
KNGLX
SPINX vs. KNGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX). 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.
| SPINX | KNGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.35 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.61 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.43 | +0.63 |
Martin ratioReturn relative to average drawdown | 5.13 | 1.61 | +3.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPINX | KNGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.35 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.31 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.40 | +0.24 |
Correlation
The correlation between SPINX and KNGLX is 0.76, 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.
Dividends
SPINX vs. KNGLX - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 12.81%, more than KNGLX's 8.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.81% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 8.01% | 8.02% | 9.60% | 7.99% | 4.54% | 4.41% | 3.53% | 4.53% | 4.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPINX vs. KNGLX - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, which is greater than KNGLX's maximum drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for SPINX and KNGLX.
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Drawdown Indicators
| SPINX | KNGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -31.48% | -2.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -10.91% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -18.25% | -14.66% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -13.57% | -7.86% | -5.71% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -4.60% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.89% | -0.39% |
Volatility
SPINX vs. KNGLX - Volatility Comparison
SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a higher volatility of 4.25% compared to CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) at 3.23%. This indicates that SPINX's price experiences larger fluctuations and is considered to be riskier than KNGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPINX | KNGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.23% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 7.63% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 14.28% | +3.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 14.01% | +8.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 17.26% | +3.66% |