IUSV vs. KWIN
IUSV (iShares Core S&P U.S. Value ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds - IUSV tracks the S&P 900 Value Index while KWIN tracks the Wahed Alternative Income Index. Both are passively managed. At a 0.08 correlation, their price movements are largely independent. IUSV charges 0.04%/yr vs 0.51%/yr for KWIN.
Performance
IUSV vs. KWIN - Performance Comparison
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Returns By Period
In the year-to-date period, IUSV achieves a 9.97% return, which is significantly higher than KWIN's 1.59% return.
IUSV
- 1D
- 0.15%
- 1M
- 1.31%
- 6M
- 7.21%
- YTD
- 9.97%
- 1Y
- 18.63%
- 3Y*
- 14.24%
- 5Y*
- 11.41%
- 10Y*
- 11.73%
KWIN
- 1D
- 0.06%
- 1M
- 0.13%
- 6M
- 1.08%
- YTD
- 1.59%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSV vs. KWIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 9.97% | 2.71% |
KWIN KraneShares Wahed Alternative Income Index ETF | 1.59% | 0.61% |
Correlation
The correlation between IUSV 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 |
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Return for Risk
IUSV vs. KWIN — Risk / Return Rank
IUSV
KWIN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSV vs. KWIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) 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.
| IUSV | KWIN | Difference | |
|---|---|---|---|
| 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 | 2.94 | — | — |
| Martin ratioReturn relative to average drawdown | 11.19 | — | — |
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Drawdowns
IUSV vs. KWIN - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for IUSV and KWIN.
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Drawdown Indicators
| IUSV | KWIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -1.50% | -55.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | — | — |
Current DrawdownCurrent decline from peak | -0.02% | -1.44% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -0.25% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | — | — |
Volatility
IUSV vs. KWIN - Volatility Comparison
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Volatility by Period
| IUSV | KWIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.03% | 4.16% | +5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 4.16% | +10.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 4.16% | +12.82% |
IUSV vs. KWIN - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than KWIN's 0.51% expense ratio.
Dividends
IUSV vs. KWIN - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.67%, while KWIN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.67% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
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
IUSV 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, IUSV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSV is cheaper with a 0.04% expense ratio, compared with 0.51% for KWIN.
IUSV has the higher dividend yield at 1.67%, compared with 0.00% for KWIN.
IUSV tracks S&P 900 Value Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: iShares and KraneShares. Their fees differ too: 0.04% for IUSV and 0.51% for KWIN.
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