DVY vs. KWIN
DVY (iShares Select Dividend ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds - DVY tracks the Dow Jones U.S. Select Dividend Index while KWIN tracks the Wahed Alternative Income Index. Both are passively managed. At a 0.16 correlation, their price movements are largely independent. DVY charges 0.39%/yr vs 0.51%/yr for KWIN.
Performance
DVY vs. KWIN - Performance Comparison
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Returns By Period
In the year-to-date period, DVY achieves a 14.86% return, which is significantly higher than KWIN's 1.46% return.
DVY
- 1D
- 0.09%
- 1M
- 2.16%
- 6M
- 10.29%
- YTD
- 14.86%
- 1Y
- 23.55%
- 3Y*
- 15.82%
- 5Y*
- 10.67%
- 10Y*
- 10.07%
KWIN
- 1D
- -0.26%
- 1M
- 0.02%
- 6M
- 1.11%
- YTD
- 1.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DVY vs. KWIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVY iShares Select Dividend ETF | 14.86% | 3.36% |
KWIN KraneShares Wahed Alternative Income Index ETF | 1.46% | 0.61% |
Correlation
The correlation between DVY and KWIN is 0.16, 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 | 0.16 |
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Return for Risk
DVY vs. KWIN — Risk / Return Rank
DVY
KWIN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DVY vs. KWIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) 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.
| DVY | KWIN | Difference | |
|---|---|---|---|
| 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 | 3.43 | — | — |
| Martin ratioReturn relative to average drawdown | 12.07 | — | — |
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Drawdowns
DVY vs. KWIN - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, which is greater than KWIN's maximum drawdown of -1.58%. Use the drawdown chart below to compare losses from any high point for DVY and KWIN.
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Drawdown Indicators
| DVY | KWIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -1.58% | -61.01% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.00% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | — | — |
Current DrawdownCurrent decline from peak | -0.54% | -1.58% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -8.75% | -0.27% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | — | — |
Volatility
DVY vs. KWIN - Volatility Comparison
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Volatility by Period
| DVY | KWIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.70% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 4.15% | +7.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 4.15% | +10.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 4.15% | +13.85% |
DVY vs. KWIN - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is lower than KWIN's 0.51% expense ratio.
Dividends
DVY vs. KWIN - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.29%, while KWIN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 3.29% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
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
DVY and KWIN have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DVY is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DVY is cheaper with a 0.39% expense ratio, compared with 0.51% for KWIN.
DVY has the higher dividend yield at 3.29%, compared with 0.00% for KWIN.
DVY tracks Dow Jones U.S. Select Dividend Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: iShares and KraneShares. Their fees differ too: 0.39% for DVY and 0.51% for KWIN.
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