KVLE vs SPXV
Comparison between KRANESHARES VALUE LINE(R) DYNAMIC DIVIDEND EQUITY INDEX ETF (KVLE, ETF) and PROSHARES S&P 500 EX-HEALTH CARE ETF (SPXV, ETF).
5-Year PerformanceSPXV has outperformed KVLE, delivering a return of +13.9% compared to +10.4%
KVLE vs SPXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KVLE
$39M
SPXV
$39M
Expense Ratio
KVLE
0.56%
Winner
SPXV
0.09%
Max Drawdown
Winner
KVLE
25.15%
SPXV
34.34%
Sharpe Ratio
KVLE
1.10
Winner
SPXV
1.16
5Y Beta
Winner
KVLE
0.79
SPXV
1.03
P/E Ratio
Winner
KVLE
20.71
SPXV
28.63
Forward P/E
Winner
KVLE
16.78
SPXV
20.90
PEG Ratio
Winner
KVLE
0.23
SPXV
0.34
5Y Dividends CAGR
Winner
KVLE
96.00%
SPXV
4.86%
5Y EPS CAGR
KVLE
18.51%
Winner
SPXV
29.48%
Debt to Equity
KVLE
105.95%
Winner
SPXV
36.87%
P/S Ratio
Winner
KVLE
2.26
SPXV
4.25
P/B Ratio
Winner
KVLE
3.94
SPXV
5.67
KVLE vs SPXV - Holdings Comparison
KVLE and SPXV have 49 common holdings. Overlap is 30.19%
KVLE's top 25 holdings weight is 54.44%. SPXV's top 25 holdings weight is 53.12%.
| Rank | KVLE | SPXV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.13% | NVIDIA CORP (NVDA) - 8.67% |
| #2 | MICROSOFT CORP (MSFT) - 5.36% | APPLE INC (AAPL) - 7.81% |
| #3 | BROADCOM INC (AVGO) - 3.68% | MICROSOFT CORP (MSFT) - 4.84% |
| #4 | ALPHABET INC CLASS C (GOOG) - 2.79% | AMAZON.COM INC (AMZN) - 4.09% |
| #5 | THE GOLDMAN SACHS GROUP INC (GS) - 2.16% | ALPHABET INC CLASS A (GOOGL) - 3.56% |
| #6 | APPLE INC (AAPL) - 2.05% | BROADCOM INC (AVGO) - 3.11% |
| #7 | CISCO SYSTEMS INC (CSCO) - 2.05% | ALPHABET INC CLASS C (GOOG) - 2.85% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.00% | META PLATFORMS INC CLASS A (META) - 2.45% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.94% | TESLA INC (TSLA) - 1.88% |
| #10 | TEXAS INSTRUMENTS INC (TXN) - 1.92% | MICRON TECHNOLOGY INC (MU) - 1.87% |
| #11 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.78% | JPMORGAN CHASE & CO (JPM) - 1.55% |
| #12 | PAYCHEX INC (PAYX) - 1.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52% |
| #13 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.51% |
| #14 | ABBVIE INC (ABBV) - 1.68% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.02% |
| #15 | CONAGRA BRANDS INC (CAG) - 1.57% | VISA INC CLASS A (V) - 1.00% |
| #16 | FLOWERS FOODS INC (FLO) - 1.57% | INTEL CORP (INTC) - 0.85% |
| #17 | GENUINE PARTS CO (GPC) - 1.53% | WALMART INC (WMT) - 0.84% |
| #18 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.53% | APPLIED MATERIALS INC (AMAT) - 0.80% |
| #19 | ALTRIA GROUP INC (MO) - 1.51% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 1.48% | CATERPILLAR INC (CAT) - 0.73% |
| #21 | VERIZON COMMUNICATIONS INC (VZ) - 1.48% | WELLTOWER INC (WELL) - 0.28% |
| #22 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.46% | TJX COMPANIES INC (TJX) - 0.28% |
| #23 | EQUITY RESIDENTIAL (EQR) - 1.45% | THE WALT DISNEY CO (DIS) - 0.28% |
| #24 | PUBLIC STORAGE (PSA) - 1.45% | CHARLES SCHWAB CORP (SCHW) - 0.28% |
| #25 | NIKE INC CLASS B (NKE) - 1.44% | EATON CORP PLC (ETN) - 0.27% |
| Total Holdings | 86 | 406 |
KVLE vs SPXV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KVLE
+2.54%
SPXV
-0.00%
3M
Winner
KVLE
+7.14%
SPXV
+6.24%
6M
KVLE
+10.17%
Winner
SPXV
+10.48%
1Y
KVLE
+16.59%
Winner
SPXV
+19.98%
5Y(CAGR)
KVLE
+10.39%
Winner
SPXV
+13.88%
10Y(CAGR)
KVLE
N/A
SPXV
+16.21%
Max(CAGR)
KVLE
+12.64%
Winner
SPXV
+15.85%
KVLE vs SPXV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | KVLE | SPXV |
|---|---|---|
| 2026 | +12.30% | +10.86% |
| 2025 | +9.32% | +18.68% |
| 2024 | +18.24% | +29.14% |
| 2023 | +10.29% | +31.18% |
| 2022 | -4.69% | -21.25% |
| 2021 | +29.76% | +30.48% |
| 2020 | +1.36% | +17.90% |
| 2019 | N/A | +32.55% |
| 2018 | N/A | -3.83% |
| 2017 | N/A | +17.00% |
| 2016 | N/A | +13.25% |
| 2015 | N/A | +8.26% |
KVLE vs SPXV Drawdown Comparison
The maximum drawdown for KVLE was -18.39%, occurring on Oct 12, 2022. Recovery took 381 trading sessions.
The maximum drawdown for SPXV was -34.34%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current KVLE drawdown is -0.41%. The current SPXV drawdown is -2.17%.
| Rank | KVLE | SPXV |
|---|---|---|
| #1 | -18.39% Jan 4, 2022 - Jul 13, 2023 | -34.34% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -16.32% Dec 5, 2024 - Jul 2, 2025 | -26.57% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -11.24% Jul 25, 2023 - Dec 13, 2023 | -19.88% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -9.59% Feb 10, 2026 - Apr 30, 2026 | -19.55% Sep 26, 2018 - Apr 4, 2019 |
| #5 | -5.58% Oct 28, 2025 - Dec 11, 2025 | -11.72% Dec 2, 2015 - Aug 1, 2016 |
| #6 | -5.25% May 10, 2021 - Aug 30, 2021 | -10.07% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -5.24% Sep 2, 2021 - Nov 2, 2021 | -9.39% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -5.06% Mar 28, 2024 - May 14, 2024 | -9.15% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -4.95% Jul 16, 2024 - Aug 16, 2024 | -7.84% Jan 24, 2018 - Jul 18, 2018 |
| #10 | -3.95% Nov 23, 2021 - Dec 8, 2021 | -7.37% Apr 29, 2019 - Jun 20, 2019 |
| #11 | -3.78% Aug 23, 2024 - Sep 13, 2024 | -6.36% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -3.17% Jul 23, 2025 - Aug 12, 2025 | -5.90% Oct 28, 2025 - Dec 24, 2025 |
| #13 | -3.12% Oct 1, 2025 - Oct 27, 2025 | -5.40% Mar 28, 2024 - May 14, 2024 |
| #14 | -3.10% Dec 14, 2023 - Feb 29, 2024 | -5.10% Jun 2, 2026 - Jun 10, 2026 |
| #15 | -2.90% Feb 24, 2021 - Mar 8, 2021 | -4.66% Sep 2, 2021 - Oct 19, 2021 |
Correlation
Correlation between KVLE and SPXV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
KVLE vs SPXV dividend yield comparison.
| Year | KVLE | SPXV |
|---|---|---|
| 2026 | 1.04% | 0.45% |
| 2025 | 7.90% | 0.97% |
| 2024 | 7.99% | 1.12% |
| 2023 | 2.53% | 1.27% |
| 2022 | 5.78% | 1.67% |
| 2021 | 9.51% | 1.11% |
| 2020 | 0.35% | 1.45% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 2.66% |
| 2015 | 0.00% | 0.56% |
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