PortfoliosLab logoPortfoliosLab logo
DHS vs. KWIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DHS vs. KWIN - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, DHS achieves a 13.78% return, which is significantly higher than KWIN's 1.72% return.


DHS

1D
-1.03%
1M
-0.16%
6M
11.26%
YTD
13.78%
1Y
20.30%
3Y*
16.76%
5Y*
11.77%
10Y*
9.20%

KWIN

1D
0.13%
1M
0.25%
6M
1.37%
YTD
1.72%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHS vs. KWIN - Yearly Performance Comparison


Correlation

The correlation between DHS and KWIN is 0.17, 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

0.17

Compare stocks, funds, or ETFs

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


Return for Risk

DHS vs. KWIN — Risk / Return Rank

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

DHS
DHS Risk / Return Rank: 7878
Overall Rank
DHS Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 8383
Sortino Ratio Rank
DHS Omega Ratio Rank: 7373
Omega Ratio Rank
DHS Calmar Ratio Rank: 7878
Calmar Ratio Rank
DHS Martin Ratio Rank: 7878
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.

DHS vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) 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.


DHSKWINDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

3.24

Martin ratioReturn relative to average drawdown

11.76

DHS vs. KWIN - Sharpe Ratio Comparison


Loading charts...

Drawdowns

DHS vs. KWIN - Drawdown Comparison

The maximum DHS drawdown since its inception was -67.25%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for DHS and KWIN.


Loading charts...

Drawdown Indicators


DHSKWINDifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-1.50%

-65.75%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

Current Drawdown

Current decline from peak

-1.42%

-1.32%

-0.10%

Average Drawdown

Average peak-to-trough decline

-9.50%

-0.26%

-9.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

Volatility

DHS vs. KWIN - Volatility Comparison


Loading charts...

Volatility by Period


DHSKWINDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

Volatility (1Y)

Calculated over the trailing 1-year period

10.20%

4.15%

+6.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.88%

4.15%

+9.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.07%

4.15%

+11.92%

DHS vs. KWIN - Expense Ratio Comparison

DHS has a 0.38% expense ratio, which is lower than KWIN's 0.51% expense ratio.


Dividends

DHS vs. KWIN - Dividend Comparison

DHS's dividend yield for the trailing twelve months is around 3.18%, while KWIN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund
3.18%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
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


DHS and KWIN have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DHS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DHS is cheaper with a 0.38% expense ratio, compared with 0.51% for KWIN.

DHS has the higher dividend yield at 3.18%, compared with 0.00% for KWIN.

DHS tracks WisdomTree U.S. High Dividend Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: WisdomTree and KraneShares. Their fees differ too: 0.38% for DHS and 0.51% for KWIN.

Portfolio Optimizer

Find the right allocation for DHS 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.

Open Portfolio Optimizer