KWIN vs MDPL

Comparison between KraneShares Wahed Alternative Income Index ETF (KWIN, ETF) and MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF).

KWIN vs MDPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KWIN(ETF)	MDPL(ETF)
Net Assets	$56M	$57M
Expense Ratio	0.51%	1.19%
Max Drawdown	1.58%	14.78%
Sharpe Ratio	-0.02	-0.13
5Y Beta	0.00	0.50
P/E Ratio	51.76	12.41
Forward P/E	30.03	10.45
PEG Ratio	1.54	0.07
5Y EPS CAGR	24.15%	13.46%
Debt to Equity	-18.23%	-155.01%
P/S Ratio	5.81	1.11
P/B Ratio	8.45	2.50

Net Assets

KWIN

$56M

Winner

MDPL

$57M

Expense Ratio

Winner

KWIN

0.51%

MDPL

1.19%

Max Drawdown

Winner

KWIN

1.58%

MDPL

14.78%

Sharpe Ratio

Winner

KWIN

-0.02

MDPL

-0.13

5Y Beta

Winner

KWIN

0.00

MDPL

0.50

P/E Ratio

KWIN

51.76

Winner

MDPL

12.41

Forward P/E

KWIN

30.03

Winner

MDPL

10.45

PEG Ratio

KWIN

1.54

Winner

MDPL

0.07

5Y EPS CAGR

Winner

KWIN

24.15%

MDPL

13.46%

Debt to Equity

KWIN

-18.23%

Winner

MDPL

-155.01%

P/S Ratio

KWIN

5.81

Winner

MDPL

1.11

P/B Ratio

KWIN

8.45

Winner

MDPL

2.50

KWIN vs MDPL - Holdings Comparison

KWIN and MDPL have 1 common holdings. Overlap is -5.78%

KWIN's top 25 holdings weight is 103.52%. MDPL's top 25 holdings weight is 83.98%.

Rank	KWIN	MDPL
#1	SANDISK CORP ORDINARY SHARES (SNDK) - 15.09%	MARATHON PETROLEUM CORP (MPC) - 3.74%
#2	ADVANCED MICRO DEVICES INC (AMD) - 8.93%	AMERIPRISE FINANCIAL INC (AMP) - 3.48%
#3	FORTINET INC (FTNT) - 8.21%	THE CIGNA GROUP (CI) - 3.46%
#4	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 7.13%	MATADOR RESOURCES CO (MTDR) - 3.43%
#5	PALO ALTO NETWORKS INC (PANW) - 6.80%	STIFEL FINANCIAL CORP (SF) - 3.42%
#6	ON SEMICONDUCTOR CORP (ON) - 5.69%	CHARLES SCHWAB CORP (SCHW) - 3.42%
#7	ARISTA NETWORKS INC (ANET) - 4.83%	HAMILTON LANE INC CLASS A (HLNE) - 3.39%
#8	CADENCE DESIGN SYSTEMS INC (CDNS) - 4.59%	INTUIT INC (INTU) - 3.37%
#9	WORKDAY INC CLASS A (WDAY) - 3.95%	H&R BLOCK INC (HRB) - 3.36%
#10	AMAZON.COM INC (AMZN) - 3.88%	ELEVANCE HEALTH INC (ELV) - 3.36%
#11	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 3.78%	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.36%
#12	AUTOZONE INC (AZO) - 3.65%	SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.35%
#13	O'REILLY AUTOMOTIVE INC (ORLY) - 3.62%	OSHKOSH CORP (OSK) - 3.35%
#14	TESLA INC (TSLA) - 3.55%	BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.34%
#15	SERVICENOW INC (NOW) - 3.53%	GENPACT LTD (G) - 3.33%
#16	UBER TECHNOLOGIES INC (UBER) - 3.48%	LAMB WESTON HOLDINGS INC (LW) - 3.32%
#17	SYNOPSYS INC (SNPS) - 3.26%	APOLLO GLOBAL MANAGEMENT INC (APO) - 3.32%
#18	FIRST SOLAR INC (FSLR) - 3.24%	FACTSET RESEARCH SYSTEMS INC (FDS) - 3.32%
#19	INTUITIVE SURGICAL INC (ISRG) - 3.12%	WILLIS TOWERS WATSON PLC (WTW) - 3.31%
#20	SUPER MICRO COMPUTER INC (SMCI) - 3.07%	INGREDION INC (INGR) - 3.30%
#21	2SNDK US 07/17/26 P1500 (n/a) - 0.03%	AMDOCS LTD (DOX) - 3.30%
#22	2ON US 07/17/26 P125 (n/a) - 0.03%	MARSH (MRSH) - 3.27%
#23	2CIEN US 07/17/26 P521 (n/a) - 0.02%	ZOETIS INC CLASS A (ZTS) - 3.25%
#24	2ADSK US 07/17/26 P230 (n/a) - 0.02%	ACCENTURE PLC CLASS A (ACN) - 3.22%
#25	2CIEN US 07/17/26 P524 (n/a) - 0.02%	LEIDOS HOLDINGS INC (LDOS) - 3.21%
Total Holdings	282	31

KWIN vs MDPL - Historical Returns

Returns include dividend reinvestment.

Period	KWIN	MDPL
1 month	+0.12%	+5.57%
3 months	+0.57%	+0.13%
6 months	+1.33%	-5.47%
1 year	N/A	-0.54%
Max(CAGR)	+3.63%	+2.55%

KWIN

+0.12%

Winner

MDPL

+5.57%

Winner

KWIN

+0.57%

MDPL

+0.13%

Winner

KWIN

+1.33%

MDPL

-5.47%

KWIN

N/A

MDPL

-0.54%

Max(CAGR)

Winner

KWIN

+3.63%

MDPL

+2.55%

KWIN vs MDPL - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	KWIN	MDPL
2026	+1.76%	-2.28%
2025	+0.87%	+7.44%
2024	N/A	+0.33%

KWIN vs MDPL Drawdown Comparison

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

The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The current KWIN drawdown is -1.36%. The current MDPL drawdown is -6.15%.

Rank	KWIN	MDPL
#1	-1.58% Jul 2, 2026 - Jul 15, 2026	-14.21% Nov 29, 2024 - Aug 22, 2025
#2	-0.93% Nov 25, 2025 - Feb 4, 2026	-12.38% Jan 15, 2026 - Jun 25, 2026
#3	-0.83% Nov 19, 2025 - Nov 21, 2025	-8.88% Aug 22, 2025 - Jan 6, 2026
#4	-0.47% Feb 17, 2026 - Mar 4, 2026	-6.77% Mar 28, 2024 - Jul 29, 2024
#5	-0.43% Mar 18, 2026 - Apr 6, 2026	-6.26% Jul 31, 2024 - Sep 19, 2024
#6	-0.31% Mar 4, 2026 - Mar 11, 2026	-3.33% Oct 16, 2024 - Nov 6, 2024
#7	-0.29% May 28, 2026 - Jul 2, 2026	-2.85% Nov 11, 2024 - Nov 22, 2024
#8	-0.26% Apr 28, 2026 - May 11, 2026	-1.18% Jan 6, 2026 - Jan 8, 2026
#9	-0.25% May 20, 2026 - May 28, 2026	-1.09% Sep 19, 2024 - Sep 27, 2024
#10	-0.24% Feb 9, 2026 - Feb 17, 2026	-0.97% Jan 9, 2026 - Jan 14, 2026
#11	-0.22% Apr 17, 2026 - Apr 23, 2026	-0.93% Mar 13, 2024 - Mar 20, 2024
#12	-0.20% May 11, 2026 - May 18, 2026	-0.91% Sep 30, 2024 - Oct 11, 2024
#13	-0.17% Apr 10, 2026 - Apr 17, 2026	-0.88% Mar 21, 2024 - Mar 27, 2024
#14	-0.14% Apr 6, 2026 - Apr 10, 2026	-0.45% Oct 14, 2024 - Oct 16, 2024
#15	-0.13% Nov 6, 2025 - Nov 11, 2025	-0.33% Nov 6, 2024 - Nov 11, 2024

Correlation

Correlation between KWIN and MDPL is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101