EVUS vs. KWIN
EVUS (Ishares ESG Aware MSCI USA Value ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds - EVUS tracks the MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross while KWIN tracks the Wahed Alternative Income Index. Both are passively managed. Their 0.09 correlation means their historical movements had little consistent relationship. EVUS charges 0.18%/yr vs 0.51%/yr for KWIN.
Performance
EVUS vs. KWIN - Performance Comparison
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Returns By Period
In the year-to-date period, EVUS achieves a 14.58% return, which is significantly higher than KWIN's 2.01% return.
EVUS
- 1D
- 1.17%
- 1M
- 2.42%
- 6M
- 9.10%
- YTD
- 14.58%
- 1Y
- 23.99%
- 3Y*
- 15.74%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.09%
KWIN
- 1D
- -0.04%
- 1M
- -1.04%
- 6M
- 1.86%
- YTD
- 2.01%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $799.35K | $2.07M | $1.36M | |
| $339.12K | $313.61K | $441.01K |
EVUS vs. KWIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 14.58% | 3.56% |
KWIN KraneShares Wahed Alternative Income Index ETF | 2.01% | 0.61% |
Correlation
The correlation between EVUS and KWIN is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.09 |
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Return for Risk
EVUS vs. KWIN — Risk / Return Rank
EVUS
KWIN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EVUS vs. KWIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Value ETF (EVUS) 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.
| EVUS | KWIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.40 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | — | — |
| Martin ratioReturn relative to average drawdown | 13.23 | — | — |
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Drawdowns
EVUS vs. KWIN - Drawdown Comparison
The maximum EVUS drawdown since its inception was -15.65%, which is greater than KWIN's maximum drawdown of -1.58%. Use the drawdown chart below to compare losses from any high point for EVUS and KWIN.
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Drawdown Indicators
| EVUS | KWIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.65% | -1.58% | -14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.65% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.04% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -0.34% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | — | — |
Volatility
EVUS vs. KWIN - Volatility Comparison
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Volatility by Period
| EVUS | KWIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 4.03% | +6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.63% | 4.03% | +8.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.63% | 4.03% | +8.60% |
EVUS vs. KWIN - Expense Ratio Comparison
EVUS has a 0.18% expense ratio, which is lower than KWIN's 0.51% expense ratio.
Dividends
EVUS vs. KWIN - Dividend Comparison
EVUS's dividend yield for the trailing twelve months is around 1.47%, while KWIN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 1.47% | 1.62% | 1.99% | 2.31% |
KWIN KraneShares Wahed Alternative Income Index ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EVUS 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.
On fees, EVUS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EVUS is cheaper with a 0.18% expense ratio, compared with 0.51% for KWIN.
EVUS has the higher dividend yield at 1.47%, compared with 0.00% for KWIN.
EVUS tracks MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: iShares and KraneShares. Their fees differ too: 0.18% for EVUS and 0.51% for KWIN.
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