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KWEB vs. CAS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KWEB vs. CAS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KraneShares CSI China Internet ETF (KWEB) 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


KWEB

1D
-0.75%
1M
-6.91%
YTD
-26.43%
6M
-27.93%
1Y
-20.19%
3Y*
1.48%
5Y*
-15.02%
10Y*
-0.35%

CAS

1D
-1.70%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KWEB vs. CAS - Yearly Performance Comparison


Correlation

The correlation between KWEB and CAS is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 4, 2026

-0.17

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Return for Risk

KWEB vs. CAS — Risk / Return Rank

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

KWEB
KWEB Risk / Return Rank: 33
Overall Rank
KWEB Sharpe Ratio Rank: 33
Sharpe Ratio Rank
KWEB Sortino Ratio Rank: 33
Sortino Ratio Rank
KWEB Omega Ratio Rank: 33
Omega Ratio Rank
KWEB Calmar Ratio Rank: 44
Calmar Ratio Rank
KWEB Martin Ratio Rank: 44
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.

KWEB vs. CAS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KraneShares CSI China Internet ETF (KWEB) 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.


KWEBCASDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.89

Calmar ratioReturn relative to maximum drawdown

-0.53

Martin ratioReturn relative to average drawdown

-1.09

KWEB vs. CAS - Sharpe Ratio Comparison


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Drawdowns

KWEB vs. CAS - Drawdown Comparison

The maximum KWEB drawdown since its inception was -80.92%, which is greater than CAS's maximum drawdown of -5.11%. Use the drawdown chart below to compare losses from any high point for KWEB and CAS.


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Drawdown Indicators


KWEBCASDifference

Max Drawdown

Largest peak-to-trough decline

-80.92%

-5.11%

-75.81%

Max Drawdown (1Y)

Largest decline over 1 year

-38.11%

Max Drawdown (3Y)

Largest decline over 3 years

-38.11%

Max Drawdown (5Y)

Largest decline over 5 years

-72.17%

Max Drawdown (10Y)

Largest decline over 10 years

-80.92%

Current Drawdown

Current decline from peak

-71.03%

-5.11%

-65.92%

Average Drawdown

Average peak-to-trough decline

-35.35%

-3.16%

-32.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.53%

Volatility

KWEB vs. CAS - Volatility Comparison


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Volatility by Period


KWEBCASDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.24%

Volatility (6M)

Calculated over the trailing 6-month period

20.40%

Volatility (1Y)

Calculated over the trailing 1-year period

27.13%

13.51%

+13.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.70%

13.51%

+34.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.01%

13.51%

+26.50%

KWEB vs. CAS - Expense Ratio Comparison

KWEB has a 0.70% expense ratio, which is lower than CAS's 0.88% expense ratio.


Dividends

KWEB vs. CAS - Dividend Comparison

KWEB's dividend yield for the trailing twelve months is around 8.37%, while CAS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CAS
Simplify China A Shares PLUS Income 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%
KWEB
KraneShares CSI China Internet ETF
8.37%6.16%3.51%1.71%0.00%7.07%0.29%0.08%3.40%0.58%1.19%0.46%

Frequently Asked Questions


KWEB and CAS have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, KWEB is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

KWEB is cheaper with a 0.70% expense ratio, compared with 0.88% for CAS.

KWEB has the higher dividend yield at 8.37%, compared with 0.00% for CAS.

They also come from different issuers: KraneShares and Simplify. Their fees differ too: 0.70% for KWEB and 0.88% for CAS.

Portfolio Optimizer

Find the right allocation for KWEB 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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