KWIN vs. JDVL
KWIN (KraneShares Wahed Alternative Income Index ETF) and JDVL (John Hancock Disciplined Value Select ETF) are both Large Cap Value Equities funds. KWIN is passively managed, while JDVL is actively managed. At a 0.03 correlation, their price movements are largely independent. KWIN charges 0.51%/yr vs 0.56%/yr for JDVL.
Performance
KWIN vs. JDVL - Performance Comparison
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Returns By Period
In the year-to-date period, KWIN achieves a 1.66% return, which is significantly lower than JDVL's 17.10% return.
KWIN
- 1D
- 0.21%
- 1M
- 0.19%
- 6M
- 1.23%
- YTD
- 1.66%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JDVL
- 1D
- -0.42%
- 1M
- 0.10%
- 6M
- 11.57%
- YTD
- 17.10%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KWIN vs. JDVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
KWIN KraneShares Wahed Alternative Income Index ETF | 1.66% | 0.61% |
JDVL John Hancock Disciplined Value Select ETF | 17.10% | 3.44% |
Correlation
The correlation between KWIN and JDVL is 0.03, 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 | 0.03 |
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Return for Risk
KWIN vs. JDVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KraneShares Wahed Alternative Income Index ETF (KWIN) and John Hancock Disciplined Value Select ETF (JDVL). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
KWIN vs. JDVL - Drawdown Comparison
The maximum KWIN drawdown since its inception was -1.58%, smaller than the maximum JDVL drawdown of -9.17%. Use the drawdown chart below to compare losses from any high point for KWIN and JDVL.
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Drawdown Indicators
| KWIN | JDVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.58% | -9.17% | +7.59% |
Current DrawdownCurrent decline from peak | -1.37% | -0.48% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -0.27% | -1.24% | +0.97% |
Volatility
KWIN vs. JDVL - Volatility Comparison
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Volatility by Period
| KWIN | JDVL | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | 14.17% | -10.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.14% | 14.17% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 14.17% | -10.03% |
KWIN vs. JDVL - Expense Ratio Comparison
KWIN has a 0.51% expense ratio, which is lower than JDVL's 0.56% expense ratio.
Dividends
KWIN vs. JDVL - Dividend Comparison
KWIN has not paid dividends to shareholders, while JDVL's dividend yield for the trailing twelve months is around 1.46%.
| Position | TTM | 2025 |
|---|---|---|
JDVL John Hancock Disciplined Value Select ETF | 1.46% | 1.71% |
KWIN KraneShares Wahed Alternative Income Index ETF | 0.00% | 0.00% |
Frequently Asked Questions
KWIN and JDVL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, KWIN is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.
KWIN is cheaper with a 0.51% expense ratio, compared with 0.56% for JDVL.
JDVL has the higher dividend yield at 1.46%, compared with 0.00% for KWIN.
They also come from different issuers: KraneShares and John Hancock. Their fees differ too: 0.51% for KWIN and 0.56% for JDVL.
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