BAMD vs. KWIN

Last updated Jul 14, 2026

BAMD (Brookstone Dividend Stock ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds. BAMD is actively managed, while KWIN is passively managed. At a 0.10 correlation, their price movements are largely independent. BAMD charges 0.95%/yr vs 0.51%/yr for KWIN.

Performance

BAMD vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookstone Dividend Stock ETF (BAMD) and KraneShares Wahed Alternative Income Index ETF (KWIN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BAMD achieves a 13.68% return, which is significantly higher than KWIN's 1.59% return.

BAMD

• 1D: 0.37%
• 1M: 2.07%
• 6M: 12.44%
• YTD: 13.68%
• 1Y: 11.48%
• 3Y*: —
• 5Y*: —
• 10Y*: —

KWIN

• 1D: 0.06%
• 1M: 0.13%
• 6M: 1.08%
• YTD: 1.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAMD vs. KWIN - Yearly Performance Comparison

	2026 (YTD)	2025
BAMD Brookstone Dividend Stock ETF	13.68%	2.97%
KWIN KraneShares Wahed Alternative Income Index ETF	1.59%	0.61%

Correlation

The correlation between BAMD and KWIN is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025	0.10

Return for Risk

BAMD vs. KWIN — Risk / Return Rank

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

BAMD

BAMD Risk / Return Rank: 37
BAMD Sharpe Ratio Rank: 38
BAMD Sortino Ratio Rank: 38
BAMD Omega Ratio Rank: 34
BAMD Calmar Ratio Rank: 40
BAMD Martin Ratio Rank: 36

KWIN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAMD vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookstone Dividend Stock ETF (BAMD) and KraneShares Wahed Alternative Income Index ETF (KWIN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BAMD	KWIN	Difference
Sharpe ratio: Return per unit of total volatility	1.08	—	—
Sortino ratio: Return per unit of downside risk	1.62	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.65	—	—
Martin ratio: Return relative to average drawdown	4.39	—	—

Drawdowns

BAMD vs. KWIN - Drawdown Comparison

The maximum BAMD drawdown since its inception was -15.91%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for BAMD and KWIN.

Drawdown Indicators

	BAMD	KWIN	Difference
Max Drawdown Largest peak-to-trough decline	-15.91%	-1.50%	-14.41%
Max Drawdown (1Y) Largest decline over 1 year	-6.99%	—	—
Current Drawdown Current decline from peak	0.00%	-1.44%	+1.44%
Average Drawdown Average peak-to-trough decline	-4.14%	-0.25%	-3.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	—	—

Volatility

Volatility by Period

	BAMD	KWIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.93%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.68%	4.16%	+6.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.25%	4.16%	+9.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.25%	4.16%	+9.09%

BAMD vs. KWIN - Expense Ratio Comparison

BAMD has a 0.95% expense ratio, which is higher than KWIN's 0.51% expense ratio.

Dividends

BAMD vs. KWIN - Dividend Comparison

BAMD's dividend yield for the trailing twelve months is around 3.39%, while KWIN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
BAMD Brookstone Dividend Stock ETF	3.39%	3.86%	4.21%	0.70%
KWIN KraneShares Wahed Alternative Income Index ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BAMD and KWIN in my portfolio?

BAMD and KWIN have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BAMD or KWIN?

On fees, KWIN is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BAMD or KWIN?

KWIN is cheaper with a 0.51% expense ratio, compared with 0.95% for BAMD.

Which ETF pays a higher dividend yield, BAMD or KWIN?

BAMD has the higher dividend yield at 3.39%, compared with 0.00% for KWIN.

What is the main difference between BAMD and KWIN?

They also come from different issuers: Brookstone and KraneShares. Their fees differ too: 0.95% for BAMD and 0.51% for KWIN.