IRTR vs KWIN

Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and KraneShares Wahed Alternative Income Index ETF (KWIN, ETF).

IRTR vs KWIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IRTR(ETF)	KWIN(ETF)
Net Assets	$57M	$56M
Expense Ratio	0.08%	0.51%
Max Drawdown	7.47%	1.58%
Sharpe Ratio	1.08	-0.02
5Y Beta	0.37	0.00
P/E Ratio	N/A	52.76
Forward P/E	N/A	28.90
PEG Ratio	N/A	1.57
5Y EPS CAGR	N/A	24.46%
Debt to Equity	N/A	-18.23%
P/S Ratio	N/A	5.79
P/B Ratio	N/A	8.90

Net Assets

Winner

IRTR

$57M

KWIN

$56M

Expense Ratio

Winner

IRTR

0.08%

KWIN

0.51%

Max Drawdown

IRTR

7.47%

Winner

KWIN

1.58%

Sharpe Ratio

Winner

IRTR

1.08

KWIN

-0.02

5Y Beta

IRTR

0.37

Winner

KWIN

0.00

P/E Ratio

IRTR

N/A

KWIN

52.76

Forward P/E

IRTR

N/A

KWIN

28.90

PEG Ratio

IRTR

N/A

KWIN

1.57

5Y EPS CAGR

IRTR

N/A

KWIN

24.46%

Debt to Equity

IRTR

N/A

KWIN

-18.23%

P/S Ratio

IRTR

N/A

KWIN

5.79

P/B Ratio

IRTR

N/A

KWIN

8.90

IRTR vs KWIN - Historical Returns

Returns include dividend reinvestment.

Period	IRTR	KWIN
1 month	-0.44%	+0.23%
3 months	+1.95%	+0.66%
6 months	+3.85%	+1.21%
1 year	+10.57%	N/A
Max(CAGR)	+13.13%	+3.60%

IRTR

-0.44%

Winner

KWIN

+0.23%

Winner

IRTR

+1.95%

KWIN

+0.66%

Winner

IRTR

+3.85%

KWIN

+1.21%

IRTR

+10.57%

KWIN

N/A

Max(CAGR)

Winner

IRTR

+13.13%

KWIN

+3.60%

IRTR vs KWIN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	IRTR	KWIN
2026	+4.49%	+1.72%
2025	+12.80%	+0.87%
2024	+8.21%	N/A
2023	+10.63%	N/A

IRTR vs KWIN Drawdown Comparison

The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.

The maximum drawdown for KWIN was -1.58%, occurring on Jul 15, 2026. This drawdown has not yet recovered.

The current IRTR drawdown is -0.83%. The current KWIN drawdown is -1.39%.

Rank	IRTR	KWIN
#1	-6.29% Feb 26, 2025 - May 13, 2025	-1.58% Jul 2, 2026 - Jul 15, 2026
#2	-4.82% Feb 25, 2026 - Apr 17, 2026	-0.93% Nov 25, 2025 - Feb 4, 2026
#3	-3.76% Dec 6, 2024 - Feb 26, 2025	-0.83% Nov 19, 2025 - Nov 21, 2025
#4	-3.38% Mar 28, 2024 - May 15, 2024	-0.47% Feb 17, 2026 - Mar 4, 2026
#5	-2.41% Sep 27, 2024 - Nov 29, 2024	-0.43% Mar 18, 2026 - Apr 6, 2026
#6	-2.39% Oct 28, 2025 - Dec 23, 2025	-0.31% Mar 4, 2026 - Mar 11, 2026
#7	-2.25% Jul 16, 2024 - Aug 15, 2024	-0.29% May 28, 2026 - Jul 2, 2026
#8	-1.91% Jun 2, 2026 - Jul 6, 2026	-0.26% Apr 28, 2026 - May 11, 2026
#9	-1.82% Dec 27, 2023 - Feb 1, 2024	-0.25% May 20, 2026 - May 28, 2026
#10	-1.53% May 15, 2024 - Jun 5, 2024	-0.24% Feb 9, 2026 - Feb 17, 2026
#11	-1.50% Feb 1, 2024 - Feb 23, 2024	-0.22% Apr 17, 2026 - Apr 23, 2026
#12	-1.44% May 6, 2026 - May 26, 2026	-0.20% May 11, 2026 - May 18, 2026
#13	-1.15% Jul 6, 2026 - Jul 20, 2026	-0.17% Apr 10, 2026 - Apr 17, 2026
#14	-1.09% Oct 24, 2023 - Nov 1, 2023	-0.14% Apr 6, 2026 - Apr 10, 2026
#15	-1.02% Jan 15, 2026 - Jan 26, 2026	-0.13% Nov 6, 2025 - Nov 11, 2025