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PZLV vs. KWIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PZLV vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pzena U.S. Large Cap Value ETF (PZLV) 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


PZLV

1D
1.69%
1M
4.06%
6M
YTD
1Y
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)

PZLV vs. KWIN - Yearly Performance Comparison


Correlation

The correlation between PZLV and KWIN is -0.00, 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 Apr 1, 2026

-0.00

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Return for Risk

PZLV vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pzena U.S. Large Cap Value ETF (PZLV) 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.


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

PZLV vs. KWIN - Sharpe Ratio Comparison


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Drawdowns

PZLV vs. KWIN - Drawdown Comparison

The maximum PZLV drawdown since its inception was -2.81%, which is greater than KWIN's maximum drawdown of -1.58%. Use the drawdown chart below to compare losses from any high point for PZLV and KWIN.


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Drawdown Indicators


PZLVKWINDifference

Max Drawdown

Largest peak-to-trough decline

-2.81%

-1.58%

-1.23%

Current Drawdown

Current decline from peak

0.00%

-1.37%

+1.37%

Average Drawdown

Average peak-to-trough decline

-0.73%

-0.27%

-0.46%

Volatility

PZLV vs. KWIN - Volatility Comparison


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Volatility by Period


PZLVKWINDifference

Volatility (1Y)

Calculated over the trailing 1-year period

14.35%

4.14%

+10.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.35%

4.14%

+10.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.35%

4.14%

+10.21%

PZLV vs. KWIN - Expense Ratio Comparison

PZLV has a 0.60% expense ratio, which is higher than KWIN's 0.51% expense ratio.


Dividends

PZLV vs. KWIN - Dividend Comparison

Neither PZLV nor KWIN has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


PZLV and KWIN have a correlation of -0.00, 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 0.60% for PZLV.

PZLV and KWIN have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Pzena and KraneShares. Their fees differ too: 0.60% for PZLV and 0.51% for KWIN.

Portfolio Optimizer

Find the right allocation for PZLV and KWIN

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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