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MGV vs. KWIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MGV vs. KWIN - Performance Comparison

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

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Returns By Period

In the year-to-date period, MGV achieves a 17.26% return, which is significantly higher than KWIN's 2.01% return.


MGV

1D
0.42%
1M
-0.09%
6M
10.64%
YTD
17.26%
1Y
29.26%
3Y*
18.40%
5Y*
12.90%
10Y*
12.76%
ALL TIME*
9.32%

KWIN

1D
-0.04%
1M
-1.04%
6M
1.86%
YTD
2.01%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$339.12K$313.61K$441.01K
$37.79M$38.66M$40.05M

MGV vs. KWIN - Yearly Performance Comparison


Correlation

The correlation between MGV and KWIN is 0.13, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 5, 2025

0.13

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Return for Risk

MGV vs. KWIN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MGV
MGV Risk / Return Rank: 9494
Overall Rank
MGV Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
MGV Sortino Ratio Rank: 9595
Sortino Ratio Rank
MGV Omega Ratio Rank: 9494
Omega Ratio Rank
MGV Calmar Ratio Rank: 9393
Calmar Ratio Rank
MGV Martin Ratio Rank: 9393
Martin Ratio Rank

KWIN

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MGV vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Value ETF (MGV) 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.


MGVKWINDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.52

Calmar ratioReturn relative to maximum drawdown

4.58

Martin ratioReturn relative to average drawdown

17.81

MGV vs. KWIN - Sharpe Ratio Comparison


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Drawdowns

MGV vs. KWIN - Drawdown Comparison

The maximum MGV drawdown since its inception was -56.07%, which is greater than KWIN's maximum drawdown of -1.58%. Use the drawdown chart below to compare losses from any high point for MGV and KWIN.


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Drawdown Indicators


MGVKWINDifference

Max Drawdown

Largest peak-to-trough decline

-56.07%

-1.58%

-54.49%

Max Drawdown (1Y)

Largest decline over 1 year

-6.42%

Max Drawdown (3Y)

Largest decline over 3 years

-13.18%

Max Drawdown (5Y)

Largest decline over 5 years

-16.54%

Max Drawdown (10Y)

Largest decline over 10 years

-35.41%

Current Drawdown

Current decline from peak

-0.93%

-1.04%

+0.11%

Average Drawdown

Average peak-to-trough decline

-7.73%

-0.34%

-7.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

Volatility

MGV vs. KWIN - Volatility Comparison


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Volatility by Period


MGVKWINDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

Volatility (6M)

Calculated over the trailing 6-month period

7.85%

Volatility (1Y)

Calculated over the trailing 1-year period

10.21%

4.03%

+6.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.55%

4.03%

+9.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

4.03%

+12.27%

MGV vs. KWIN - Expense Ratio Comparison

MGV has a 0.05% expense ratio, which is lower than KWIN's 0.51% expense ratio.


Dividends

MGV vs. KWIN - Dividend Comparison

MGV's dividend yield for the trailing twelve months is around 1.86%, while KWIN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
MGV
Vanguard Mega Cap Value ETF
1.86%2.04%2.31%2.48%2.45%2.17%2.47%2.69%2.65%2.34%2.53%2.59%

Frequently Asked Questions


MGV and KWIN have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MGV is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MGV is cheaper with a 0.05% expense ratio, compared with 0.51% for KWIN.

MGV has the higher dividend yield at 1.86%, compared with 0.00% for KWIN.

MGV tracks CRSP US Mega Cap Value Index, while KWIN tracks Wahed Alternative Income Index. They also come from different issuers: Vanguard and KraneShares. Their fees differ too: 0.05% for MGV and 0.51% for KWIN.

Portfolio Optimizer

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