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CDL vs. KWIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CDL vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) and KraneShares Wahed Alternative Income Index ETF (KWIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CDL achieves a 17.30% return, which is significantly higher than KWIN's 1.59% return.


CDL

1D
0.47%
1M
2.56%
6M
15.18%
YTD
17.30%
1Y
21.14%
3Y*
15.52%
5Y*
10.65%
10Y*
11.07%

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)

CDL vs. KWIN - Yearly Performance Comparison


Correlation

The correlation between CDL and KWIN is 0.19, 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

0.19

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Return for Risk

CDL vs. KWIN — Risk / Return Rank

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

CDL
CDL Risk / Return Rank: 8383
Overall Rank
CDL Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
CDL Sortino Ratio Rank: 8686
Sortino Ratio Rank
CDL Omega Ratio Rank: 7777
Omega Ratio Rank
CDL Calmar Ratio Rank: 8585
Calmar Ratio Rank
CDL Martin Ratio Rank: 8484
Martin Ratio Rank

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.

CDL vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) 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.


CDLKWINDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

3.75

Martin ratioReturn relative to average drawdown

13.24

CDL vs. KWIN - Sharpe Ratio Comparison


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Drawdowns

CDL vs. KWIN - Drawdown Comparison

The maximum CDL drawdown since its inception was -41.03%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for CDL and KWIN.


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Drawdown Indicators


CDLKWINDifference

Max Drawdown

Largest peak-to-trough decline

-41.03%

-1.50%

-39.53%

Max Drawdown (1Y)

Largest decline over 1 year

-5.66%

Max Drawdown (3Y)

Largest decline over 3 years

-12.87%

Max Drawdown (5Y)

Largest decline over 5 years

-17.28%

Max Drawdown (10Y)

Largest decline over 10 years

-41.03%

Current Drawdown

Current decline from peak

-0.10%

-1.44%

+1.34%

Average Drawdown

Average peak-to-trough decline

-4.31%

-0.25%

-4.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

Volatility

CDL vs. KWIN - Volatility Comparison


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Volatility by Period


CDLKWINDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.86%

Volatility (6M)

Calculated over the trailing 6-month period

7.41%

Volatility (1Y)

Calculated over the trailing 1-year period

10.15%

4.16%

+5.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.86%

4.16%

+9.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.02%

4.16%

+12.86%

CDL vs. KWIN - Expense Ratio Comparison

CDL has a 0.35% expense ratio, which is lower than KWIN's 0.51% expense ratio.


Dividends

CDL vs. KWIN - Dividend Comparison

CDL's dividend yield for the trailing twelve months is around 3.05%, while KWIN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CDL
VictoryShares US Large Cap High Dividend Volatility Wtd ETF
3.05%3.33%3.27%3.61%3.31%2.60%3.32%3.04%3.32%2.87%2.97%1.28%
KWIN
KraneShares Wahed Alternative Income Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CDL and KWIN have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CDL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CDL is cheaper with a 0.35% expense ratio, compared with 0.51% for KWIN.

CDL has the higher dividend yield at 3.05%, compared with 0.00% for KWIN.

CDL tracks Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: Crestview and KraneShares. Their fees differ too: 0.35% for CDL and 0.51% for KWIN.

Portfolio Optimizer

Find the right allocation for CDL and KWIN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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