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KSTR vs. CAS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KSTR vs. CAS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KraneShares SSE STAR Market 50 Index ETF (KSTR) and Simplify China A Shares PLUS Income ETF (CAS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


KSTR

1D
-2.34%
1M
7.54%
YTD
47.82%
6M
47.90%
1Y
108.41%
3Y*
23.01%
5Y*
1.10%
10Y*

CAS

1D
-2.90%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KSTR vs. CAS - Yearly Performance Comparison


Correlation

The correlation between KSTR and CAS is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

0.81

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Return for Risk

KSTR vs. CAS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KSTR
KSTR Risk / Return Rank: 8686
Overall Rank
KSTR Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
KSTR Sortino Ratio Rank: 8484
Sortino Ratio Rank
KSTR Omega Ratio Rank: 8383
Omega Ratio Rank
KSTR Calmar Ratio Rank: 9393
Calmar Ratio Rank
KSTR Martin Ratio Rank: 8181
Martin Ratio Rank

CAS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KSTR vs. CAS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KraneShares SSE STAR Market 50 Index ETF (KSTR) and Simplify China A Shares PLUS Income ETF (CAS). 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.


KSTRCASDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.46

Calmar ratioReturn relative to maximum drawdown

6.16

Martin ratioReturn relative to average drawdown

15.20

KSTR vs. CAS - Sharpe Ratio Comparison


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Drawdowns

KSTR vs. CAS - Drawdown Comparison

The maximum KSTR drawdown since its inception was -66.46%, which is greater than CAS's maximum drawdown of -6.84%. Use the drawdown chart below to compare losses from any high point for KSTR and CAS.


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Drawdown Indicators


KSTRCASDifference

Max Drawdown

Largest peak-to-trough decline

-66.46%

-6.84%

-59.62%

Max Drawdown (1Y)

Largest decline over 1 year

-17.70%

Max Drawdown (3Y)

Largest decline over 3 years

-41.55%

Max Drawdown (5Y)

Largest decline over 5 years

-66.46%

Current Drawdown

Current decline from peak

-2.34%

-2.90%

+0.56%

Average Drawdown

Average peak-to-trough decline

-38.47%

-2.67%

-35.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.16%

Volatility

KSTR vs. CAS - Volatility Comparison


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Volatility by Period


KSTRCASDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.10%

Volatility (6M)

Calculated over the trailing 6-month period

28.62%

Volatility (1Y)

Calculated over the trailing 1-year period

37.27%

28.91%

+8.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.60%

28.91%

+9.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.87%

28.91%

+8.96%

KSTR vs. CAS - Expense Ratio Comparison

KSTR has a 0.89% expense ratio, which is higher than CAS's 0.88% expense ratio.


Dividends

KSTR vs. CAS - Dividend Comparison

Neither KSTR nor CAS has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


KSTR and CAS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CAS is cheaper at 0.88% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CAS is cheaper with a 0.88% expense ratio, compared with 0.89% for KSTR.

KSTR and CAS have nearly identical dividend yields, around 0.00%.

They also come from different issuers: KraneShares and Simplify. Their fees differ too: 0.89% for KSTR and 0.88% for CAS.

Portfolio Optimizer

Find the right allocation for KSTR and CAS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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