KF vs NMI

Quick Verdict

KF delivered stronger 1-year returns. NMI offers more diversification with 95 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: NMI

Side-by-Side Comparison

MetricKFNMIWinner
Expense Ratio-0.73%
AUM$285M-
Dividend Yield1.57%4.57%
Holdings52220
YTD Return+57.30%+10.41%
1Y Return+125.30%+14.14%
3Y Return (annualized)+42.05%+9.57%
5Y Return (annualized)+15.98%+1.91%
Volatility (annualized)43.4%11.0%
Max Drawdown-77.0%-34.4%
Fund FamilyThe Korea Fund, Inc. (KF)Nuveen
CategoryEquityTax Preferred
InceptionAug 29, 1984Apr 20, 1988

KF vs NMI Performance

The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and Nuveen Municipal Income Fund Inc. (NMI) is a ETF from Nuveen. Over the past year KF returned +125.30% while NMI returned +14.14%. Year to date, KF is up 57.30% versus a gain of 10.41% for NMI.

Over three years, KF compounded at +42.05% per year against +9.57% for NMI; over five years the annualized figures are +15.98% and +1.91% respectively. Across the full 31-year window we track, KF has the edge at +16.31% annualized vs +0.36%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 11.0% for NMI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -77.0% for KF and -34.4% for NMI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Holdings Overlap

0.0%overlap

KF and NMI share 0 holdings out of 144 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which performed better, KF or NMI?

Over the past year KF returned +125.30% vs +14.14% for NMI, so KF leads on 1-year performance. Over the longest common window we track (31 years), KF annualized +16.31% vs +0.36% for NMI. Past performance does not guarantee future results.

Which is riskier, KF or NMI?

KF has been the more volatile fund at 43.4% annualized versus 11.0% for NMI. Worst drawdown: KF -77.0% vs NMI -34.4%.

Should I hold both KF and NMI?

KF and NMI have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KF and NMI?

KF and NMI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 144 unique securities.

Which pays a higher dividend, KF or NMI?

KF yields 1.57% while NMI yields 4.57%, so NMI currently pays the higher dividend yield.

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