LSVD vs. KWIN

Last updated Jul 17, 2026

LSVD (LSV Disciplined Value ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds. LSVD is actively managed, while KWIN is passively managed. At a correlation of -0.04, they often move in opposite directions. LSVD charges 0.40%/yr vs 0.51%/yr for KWIN.

Performance

LSVD vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LSV Disciplined Value ETF (LSVD) and KraneShares Wahed Alternative Income Index ETF (KWIN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LSVD achieves a 16.74% return, which is significantly higher than KWIN's 1.66% return.

LSVD

• 1D: -0.59%
• 1M: -0.09%
• 6M: 14.19%
• YTD: 16.74%
• 1Y: 34.70%
• 3Y*: —
• 5Y*: —
• 10Y*: —

KWIN

• 1D: 0.21%
• 1M: 0.19%
• 6M: 1.23%
• YTD: 1.66%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LSVD vs. KWIN - Yearly Performance Comparison

	2026 (YTD)	2025
LSVD LSV Disciplined Value ETF	16.74%	4.47%
KWIN KraneShares Wahed Alternative Income Index ETF	1.66%	0.61%

Correlation

The correlation between LSVD and KWIN is -0.04, 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	-0.04

Return for Risk

LSVD vs. KWIN — Risk / Return Rank

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

LSVD

LSVD Risk / Return Rank: 92
LSVD Sharpe Ratio Rank: 93
LSVD Sortino Ratio Rank: 92
LSVD Omega Ratio Rank: 90
LSVD Calmar Ratio Rank: 90
LSVD Martin Ratio Rank: 93

KWIN

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.

LSVD vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LSV Disciplined Value ETF (LSVD) 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.

	LSVD	KWIN	Difference
Sharpe ratio: Return per unit of total volatility	2.64	—	—
Sortino ratio: Return per unit of downside risk	3.61	—	—
Omega ratio: Gain probability vs. loss probability	1.47	—	—
Calmar ratio: Return relative to maximum drawdown	4.32	—	—
Martin ratio: Return relative to average drawdown	18.09	—	—

Drawdowns

LSVD vs. KWIN - Drawdown Comparison

The maximum LSVD drawdown since its inception was -19.30%, which is greater than KWIN's maximum drawdown of -1.58%. Use the drawdown chart below to compare losses from any high point for LSVD and KWIN.

Drawdown Indicators

	LSVD	KWIN	Difference
Max Drawdown Largest peak-to-trough decline	-19.30%	-1.58%	-17.72%
Max Drawdown (1Y) Largest decline over 1 year	-8.07%	—	—
Current Drawdown Current decline from peak	-1.46%	-1.37%	-0.09%
Average Drawdown Average peak-to-trough decline	-2.47%	-0.27%	-2.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.92%	—	—

Volatility

Volatility by Period

	LSVD	KWIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.97%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.23%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.20%	4.14%	+9.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.35%	4.14%	+13.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.35%	4.14%	+13.21%

LSVD vs. KWIN - Expense Ratio Comparison

LSVD has a 0.40% expense ratio, which is lower than KWIN's 0.51% expense ratio.

Dividends

LSVD vs. KWIN - Dividend Comparison

LSVD's dividend yield for the trailing twelve months is around 0.28%, while KWIN has not paid dividends to shareholders.

Position	TTM	2025
KWIN KraneShares Wahed Alternative Income Index ETF	0.00%	0.00%
LSVD LSV Disciplined Value ETF	0.28%	0.32%

Frequently Asked Questions

Can I hold both LSVD and KWIN in my portfolio?

LSVD and KWIN have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LSVD or KWIN?

On fees, LSVD is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LSVD or KWIN?

LSVD is cheaper with a 0.40% expense ratio, compared with 0.51% for KWIN.

Which ETF pays a higher dividend yield, LSVD or KWIN?

LSVD has the higher dividend yield at 0.28%, compared with 0.00% for KWIN.

What is the main difference between LSVD and KWIN?

They also come from different issuers: LSV and KraneShares. Their fees differ too: 0.40% for LSVD and 0.51% for KWIN.