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. At a 0.08 correlation, their price movements are largely independent. EVUS charges 0.18%/yr vs 0.51%/yr for KWIN.
Performance
EVUS vs. KWIN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EVUS achieves a 12.04% return, which is significantly higher than KWIN's 1.72% return.
EVUS
- 1D
- -0.35%
- 1M
- 1.44%
- 6M
- 9.26%
- YTD
- 12.04%
- 1Y
- 19.63%
- 3Y*
- 15.25%
- 5Y*
- —
- 10Y*
- —
KWIN
- 1D
- 0.13%
- 1M
- 0.25%
- 6M
- 1.37%
- YTD
- 1.72%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EVUS vs. KWIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 12.04% | 3.56% |
KWIN KraneShares Wahed Alternative Income Index ETF | 1.72% | 0.61% |
Correlation
The correlation between EVUS and KWIN is 0.08, 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 | 0.08 |
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
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 | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | — | — |
| Martin ratioReturn relative to average drawdown | 10.74 | — | — |
Loading charts...
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 -1.50%. Use the drawdown chart below to compare losses from any high point for EVUS and KWIN.
Loading charts...
Drawdown Indicators
| EVUS | KWIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.65% | -1.50% | -14.15% |
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 | -0.35% | -1.32% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -0.26% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | — | — |
Volatility
EVUS vs. KWIN - Volatility Comparison
Loading charts...
Volatility by Period
| EVUS | KWIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.72% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.61% | 4.15% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.65% | 4.15% | +8.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.65% | 4.15% | +8.50% |
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 1.50%, while KWIN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
EVUS Ishares ESG Aware MSCI USA Value ETF | 1.50% | 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 0.08, 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 1.50%, 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.
Find the right allocation for EVUS 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