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KWIN - ETF AI Analysis

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KWIN

KraneShares Wahed Alternative Income Index ETF (KWIN)

Rating:61Neutral
Price Target:
KWIN, the KraneShares Wahed Alternative Income Index ETF, has a solid overall rating driven by strong, growth-focused holdings like Arista Networks, Intuitive Surgical, and Cadence Design, which benefit from robust financial performance, positive earnings outlooks, and exposure to areas like AI, healthcare innovation, and chip design. Amazon, AMD, and Fortinet also support the fund’s quality with strong business momentum, though their high valuations and some short-term technical weakness add risk. On the downside, more leveraged and technically weaker names like AutoZone and O’Reilly Auto slightly weigh on the rating, and investors should be aware that many top holdings are growth stocks with premium valuations, which can increase volatility.
Positive Factors
Exposure to Leading Growth Companies
The ETF’s top holdings include well-known technology and consumer brands that are leaders in their industries, which can support long-term growth potential.
Moderate Recent Fund Performance
The fund has shown slightly positive returns over the past month, three months, and year-to-date, indicating steady, if modest, progress rather than sharp declines.
Focused U.S. Market Exposure
With most assets invested in U.S. companies, the ETF gives investors targeted access to a large, developed market with strong corporate governance and transparency.
Negative Factors
Weak Performance in Several Top Holdings
Many of the largest positions, including major technology and consumer names, have shown weak year-to-date performance, which can drag on the fund’s overall returns.
Heavy Tilt Toward Technology and Consumer Cyclical Sectors
Nearly all of the portfolio is concentrated in technology and consumer-related stocks, making the fund more sensitive to downturns in these specific areas of the market.
Above-Average Expense Ratio
The fund’s ongoing fee is relatively high for an ETF, which means more of the investment return is used to cover costs instead of staying with investors.

KWIN vs. SPDR S&P 500 ETF (SPY)

KWIN Summary

KWIN is the KraneShares Wahed Alternative Income Index ETF, which follows the Wahed Shariah Alternative Income Index. It invests in a wide mix of U.S. stocks that meet Islamic (Shariah) investing rules, with a strong tilt toward technology and consumer companies. Well-known holdings include Amazon and Advanced Micro Devices (AMD). The fund also uses options to try to generate extra income, which may appeal to investors seeking growth plus added income in a values-based way. A key risk is that it is heavily exposed to tech stocks, so its price can rise and fall sharply with that sector.
How much will it cost me?The KraneShares Wahed Alternative Income Index ETF (KWIN) has an expense ratio of 0.51%, which means you’ll pay $5.10 per year for every $1,000 invested. This is slightly higher than average because it is actively managed and uses a specialized strategy, including Shariah compliance and a call option income approach.
What would affect this ETF?KWIN's focus on U.S. equities, particularly in technology and consumer cyclical sectors, positions it to benefit from innovation and consumer spending trends, which could drive growth. However, its reliance on these sectors also makes it vulnerable to economic slowdowns, regulatory changes, or shifts in consumer behavior. Additionally, the ETF's call option strategy may enhance income but could underperform in highly volatile markets.

KWIN Top 10 Holdings

KWIN’s story is all about U.S. growth names, with a heavy tilt toward tech and consumer stocks that makes the ride a bit bumpy lately. High‑fliers like Fortinet and AMD are still humming along, helping to steady returns, while Amazon feels stuck in neutral and Intuitive Surgical has been losing altitude. On the consumer side, Lululemon has clearly been dragging the fund, and even steady players like AutoZone are showing mixed signals. Overall, this is a U.S.-only, tech‑centric lineup where a few laggards are overshadowing otherwise solid fundamentals.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Arista Networks4.78%$2.25M$193.92B114.73%
83
Outperform
Amazon4.68%$2.21M$2.67T42.54%
71
Outperform
Intuitive Surgical4.68%$2.20M$166.35B-2.70%
78
Outperform
Advanced Micro Devices4.45%$2.10M$420.82B192.35%
73
Outperform
Lululemon Athletica4.31%$2.03M$19.65B-34.74%
75
Outperform
Fortinet4.13%$1.94M$58.93B-17.10%
71
Outperform
Cadence Design4.10%$1.93M$83.96B17.30%
78
Outperform
O'Reilly Auto3.93%$1.85M$78.32B2.90%
66
Neutral
CrowdStrike Holdings3.76%$1.77M$104.28B8.24%
67
Neutral
AutoZone3.73%$1.76M$58.27B-0.85%
63
Neutral

KWIN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
25.40
Positive
100DMA
25.33
Positive
200DMA
Market Momentum
MACD
0.02
Positive
RSI
51.70
Neutral
STOCH
60.71
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KWIN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.45, equal to the 50-day MA of 25.40, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 51.70 is Neutral, neither overbought nor oversold. The STOCH value of 60.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KWIN.

KWIN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$92.94M0.51%
61
Neutral
$98.88M0.45%
73
Outperform
$97.67M0.65%
72
Outperform
$95.07M0.89%
69
Neutral
$93.78M0.85%
71
Outperform
$92.83M0.76%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KWIN
KraneShares Wahed Alternative Income Index ETF
25.45
0.41
1.64%
FMTM
MarketDesk Focused U.S. Momentum ETF
YALL
God Bless America ETF
BAMD
Brookstone Dividend Stock ETF
STNC
Stance Equity ESG Large Cap Core ETF
BUZZ
VanEck Social Sentiment ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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