MDPL vs KWIN

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

MDPL vs KWIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDPL(ETF)	KWIN(ETF)
Net Assets	$57M	$56M
Expense Ratio	1.19%	0.51%
Max Drawdown	14.78%	1.58%
Sharpe Ratio	0.09	-0.02
5Y Beta	0.50	0.00
P/E Ratio	12.40	52.76
Forward P/E	10.45	28.90
PEG Ratio	0.07	1.57
5Y EPS CAGR	13.93%	24.46%
Debt to Equity	-154.95%	-18.23%
P/S Ratio	1.12	5.79
P/B Ratio	2.50	8.90

Net Assets

Winner

MDPL

$57M

KWIN

$56M

Expense Ratio

MDPL

1.19%

Winner

KWIN

0.51%

Max Drawdown

MDPL

14.78%

Winner

KWIN

1.58%

Sharpe Ratio

Winner

MDPL

0.09

KWIN

-0.02

5Y Beta

MDPL

0.50

Winner

KWIN

0.00

P/E Ratio

Winner

MDPL

12.40

KWIN

52.76

Forward P/E

Winner

MDPL

10.45

KWIN

28.90

PEG Ratio

Winner

MDPL

0.07

KWIN

1.57

5Y EPS CAGR

MDPL

13.93%

Winner

KWIN

24.46%

Debt to Equity

Winner

MDPL

-154.95%

KWIN

-18.23%

P/S Ratio

Winner

MDPL

1.12

KWIN

5.79

P/B Ratio

Winner

MDPL

2.50

KWIN

8.90

MDPL vs KWIN - Holdings Comparison

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

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

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

MDPL vs KWIN - Historical Returns

Returns include dividend reinvestment.

Period	MDPL	KWIN
1 month	+7.06%	+0.23%
3 months	-0.77%	+0.66%
6 months	-4.45%	+1.21%
1 year	+4.71%	N/A
Max(CAGR)	+2.80%	+3.60%

Winner

MDPL

+7.06%

KWIN

+0.23%

MDPL

-0.77%

Winner

KWIN

+0.66%

MDPL

-4.45%

Winner

KWIN

+1.21%

MDPL

+4.71%

KWIN

N/A

Max(CAGR)

MDPL

+2.80%

Winner

KWIN

+3.60%

MDPL vs KWIN - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MDPL	KWIN
2026	-1.72%	+1.72%
2025	+7.44%	+0.87%
2024	+0.33%	N/A

MDPL vs KWIN Drawdown Comparison

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

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

The current MDPL drawdown is -5.62%. The current KWIN drawdown is -1.39%.

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

Correlation

Correlation between MDPL and KWIN is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101