VUSV vs. KWIN

Last updated Jul 11, 2026

VUSV (Vanguard Wellington U.S. Value Active ETF) and KWIN (KraneShares Wahed Alternative Income Index ETF) are both Large Cap Value Equities funds. VUSV is actively managed, while KWIN is passively managed. At a 0.11 correlation, their price movements are largely independent. VUSV charges 0.30%/yr vs 0.51%/yr for KWIN.

Performance

VUSV vs. KWIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Value Active ETF (VUSV) 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, VUSV achieves a 9.94% return, which is significantly higher than KWIN's 1.53% return.

VUSV

• 1D: 0.35%
• 1M: 1.13%
• 6M: 5.51%
• YTD: 9.94%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

KWIN

• 1D: -0.00%
• 1M: 0.07%
• 6M: 1.22%
• YTD: 1.53%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

VUSV vs. KWIN - Yearly Performance Comparison

	2026 (YTD)	2025
VUSV Vanguard Wellington U.S. Value Active ETF	9.94%	5.62%
KWIN KraneShares Wahed Alternative Income Index ETF	1.53%	0.75%

Correlation

The correlation between VUSV and KWIN is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.11

Return for Risk

VUSV vs. KWIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Value Active ETF (VUSV) 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.

Drawdowns

VUSV vs. KWIN - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, which is greater than KWIN's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for VUSV and KWIN.

Drawdown Indicators

	VUSV	KWIN	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-1.50%	-5.56%
Current Drawdown Current decline from peak	-0.45%	-1.50%	+1.05%
Average Drawdown Average peak-to-trough decline	-1.23%	-0.24%	-0.99%

Volatility

Volatility by Period

	VUSV	KWIN	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.78%	4.17%	+7.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.78%	4.17%	+7.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.78%	4.17%	+7.61%

VUSV vs. KWIN - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is lower than KWIN's 0.51% expense ratio.

Dividends

VUSV vs. KWIN - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, while KWIN has not paid dividends to shareholders.

Position	TTM	2025
KWIN KraneShares Wahed Alternative Income Index ETF	0.00%	0.00%
VUSV Vanguard Wellington U.S. Value Active ETF	0.18%	0.20%

Frequently Asked Questions

Can I hold both VUSV and KWIN in my portfolio?

VUSV and KWIN have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VUSV or KWIN?

On fees, VUSV is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VUSV or KWIN?

VUSV is cheaper with a 0.30% expense ratio, compared with 0.51% for KWIN.

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

VUSV has the higher dividend yield at 0.18%, compared with 0.00% for KWIN.

What is the main difference between VUSV and KWIN?

They also come from different issuers: Vanguard and KraneShares. Their fees differ too: 0.30% for VUSV and 0.51% for KWIN.