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. Their 0.08 correlation means their historical movements had little consistent relationship. IUSV charges 0.04%/yr vs 0.51%/yr for KWIN.
Performance
IUSV vs. KWIN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUSV achieves a 10.38% return, which is significantly higher than KWIN's 2.05% return.
IUSV
- 1D
- -0.22%
- 1M
- 0.64%
- 6M
- 7.56%
- YTD
- 10.38%
- 1Y
- 21.41%
- 3Y*
- 13.80%
- 5Y*
- 11.39%
- 10Y*
- 11.91%
- ALL TIME*
- 11.49%
KWIN
- 1D
- 0.27%
- 1M
- -1.00%
- 6M
- 1.90%
- YTD
- 2.05%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $60.14M | $63.62M | $70.42M | |
| $349.84K | $511.88K | $448.46K |
IUSV vs. KWIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 10.38% | 2.71% |
KWIN KraneShares Wahed Alternative Income Index ETF | 2.05% | 0.61% |
Correlation
The correlation between IUSV and KWIN is 0.08, 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 | 0.08 |
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
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 | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | — | — |
| Martin ratioReturn relative to average drawdown | 12.16 | — | — |
Loading charts...
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 -1.58%. Use the drawdown chart below to compare losses from any high point for IUSV and KWIN.
Loading charts...
Drawdown Indicators
| IUSV | KWIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -1.58% | -55.30% |
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 | -1.12% | -1.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -0.33% | -5.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | — | — |
Volatility
IUSV vs. KWIN - Volatility Comparison
Loading charts...
Volatility by Period
| IUSV | KWIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 4.04% | +6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 4.04% | +10.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 4.04% | +12.95% |
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 1.66%, 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 | 1.66% | 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 1.66%, 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.
Find the right allocation for IUSV 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