DTD vs. KWIN

Last updated Jul 15, 2026

DTD (WisdomTree U.S. Total Dividend Fund) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds - DTD tracks the WisdomTree U.S. Dividend Index while KWIN tracks the Wahed Alternative Income Index. Both are passively managed. At a 0.09 correlation, their price movements are largely independent. DTD charges 0.28%/yr vs 0.51%/yr for KWIN.

Performance

DTD vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Total Dividend Fund (DTD) 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, DTD achieves a 12.27% return, which is significantly higher than KWIN's 1.72% return.

DTD

• 1D: -0.14%
• 1M: 1.15%
• 6M: 9.92%
• YTD: 12.27%
• 1Y: 19.31%
• 3Y*: 17.28%
• 5Y*: 12.03%
• 10Y*: 11.90%

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)

DTD vs. KWIN - Yearly Performance Comparison

	2026 (YTD)	2025
DTD WisdomTree U.S. Total Dividend Fund	12.27%	2.71%
KWIN KraneShares Wahed Alternative Income Index ETF	1.72%	0.61%

Correlation

The correlation between DTD and KWIN is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025	0.09

Return for Risk

DTD vs. KWIN — Risk / Return Rank

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

DTD

DTD Risk / Return Rank: 81
DTD Sharpe Ratio Rank: 82
DTD Sortino Ratio Rank: 84
DTD Omega Ratio Rank: 82
DTD Calmar Ratio Rank: 75
DTD Martin Ratio Rank: 82

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.

DTD vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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.

	DTD	KWIN	Difference
Sharpe ratio: Return per unit of total volatility	2.09	—	—
Sortino ratio: Return per unit of downside risk	2.98	—	—
Omega ratio: Gain probability vs. loss probability	1.38	—	—
Calmar ratio: Return relative to maximum drawdown	3.08	—	—
Martin ratio: Return relative to average drawdown	12.72	—	—

Drawdowns

DTD vs. KWIN - Drawdown Comparison

The maximum DTD drawdown since its inception was -58.19%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for DTD and KWIN.

Drawdown Indicators

	DTD	KWIN	Difference
Max Drawdown Largest peak-to-trough decline	-58.19%	-1.50%	-56.69%
Max Drawdown (1Y) Largest decline over 1 year	-6.30%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.41%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-16.14%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.29%	—	—
Current Drawdown Current decline from peak	-0.24%	-1.32%	+1.08%
Average Drawdown Average peak-to-trough decline	-7.30%	-0.26%	-7.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.52%	—	—

Volatility

Volatility by Period

	DTD	KWIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.10%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.01%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.26%	4.15%	+5.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.55%	4.15%	+9.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.16%	4.15%	+12.01%

DTD vs. KWIN - Expense Ratio Comparison

DTD has a 0.28% expense ratio, which is lower than KWIN's 0.51% expense ratio.

Dividends

DTD vs. KWIN - Dividend Comparison

DTD's dividend yield for the trailing twelve months is around 1.83%, while KWIN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTD WisdomTree U.S. Total Dividend Fund	1.83%	1.99%	2.07%	2.43%	2.62%	2.04%	2.73%	2.50%	2.93%	2.36%	2.66%	2.81%
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

Can I hold both DTD and KWIN in my portfolio?

DTD and KWIN have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DTD or KWIN?

On fees, DTD is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DTD or KWIN?

DTD is cheaper with a 0.28% expense ratio, compared with 0.51% for KWIN.

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

DTD has the higher dividend yield at 1.83%, compared with 0.00% for KWIN.

What is the main difference between DTD and KWIN?

DTD tracks WisdomTree U.S. Dividend Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: WisdomTree and KraneShares. Their fees differ too: 0.28% for DTD and 0.51% for KWIN.