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KWIN - ETF AI Analysis

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KWIN

KraneShares Wahed Alternative Income Index ETF (KWIN)

Rating:93Outperform
Price Target:
KWIN, the KraneShares Wahed Alternative Income Index ETF, appears to be a high-quality fund, largely supported by strong holdings like Arista Networks and Cadence Design, which benefit from solid financial performance, positive earnings outlooks, and exposure to growth areas such as AI and cloud. Other sizable positions like AMD, ON Semiconductor, Palo Alto Networks, and First Solar also add to the fund’s strength through good financials and strategic growth drivers, though their higher valuations and some technical or cash flow challenges introduce risk. Weaker contributors such as SanDisk and Super Micro Computer, which face profitability, revenue, and technical headwinds, along with the fund’s heavy tilt toward a relatively small group of tech and semiconductor names, are the main factors that may hold back the rating and increase sector concentration risk.
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Technology Holdings
Many of the largest positions are well-known technology and cybersecurity companies that have delivered generally strong year-to-date performance, supporting the fund’s returns.
Growing Asset Base
The fund has built a meaningful level of assets under management, suggesting it has attracted investor interest and may offer reasonable liquidity.
Negative Factors
High Sector Concentration
The portfolio is heavily tilted toward technology, which means performance is very sensitive to swings in that single sector.
Single-Country Exposure
All of the fund’s exposure is in the U.S., so investors do not get the risk reduction that can come from holding companies in multiple regions.
Above-Average Expense Ratio
The ETF’s expense ratio is on the higher side for a passive index product, which can modestly reduce long-term net returns compared with lower-cost alternatives.

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 investing rules, with a strong tilt toward technology and consumer companies. Well-known names in the fund include Advanced Micro Devices (AMD) and Palo Alto Networks. The ETF also uses options to try to generate extra income, which may appeal to investors seeking growth plus added cash flow in a values-based way. A key risk is that it’s heavily focused on tech stocks, so its price can swing a lot with the tech sector and overall market.
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 is leaning heavily on U.S. tech, with chip and cybersecurity names setting the tone. SanDisk and AMD have been rising, giving the fund much of its recent spark, while Fortinet, Palo Alto Networks, and CrowdStrike are steady to mixed but still help anchor the tech-heavy profile. ON Semiconductor adds another leg to the semiconductor story, reinforcing the fund’s tilt toward digital infrastructure. On the flip side, O’Reilly Auto and AutoZone are lagging, acting like a small brake on performance. Overall, this is a U.S.-centric, tech-driven, Shariah-compliant income play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SanDisk Corp17.00%$9.60M$258.42B3678.28%
55
Neutral
Advanced Micro Devices9.36%$5.28M$844.36B274.48%
73
Outperform
Fortinet8.44%$4.77M$114.48B47.54%
71
Outperform
CrowdStrike Holdings7.42%$4.19M$197.52B53.33%
67
Neutral
Palo Alto Networks7.34%$4.14M$283.67B65.22%
73
Outperform
ON Semiconductor5.95%$3.36M$35.50B58.12%
73
Outperform
Arista Networks4.85%$2.74M$201.46B67.60%
83
Outperform
Cadence Design4.83%$2.72M$102.92B14.78%
78
Outperform
Amazon4.00%$2.26M$2.61T12.14%
71
Outperform
O'Reilly Auto3.93%$2.22M$74.79B-5.44%
66
Neutral

KWIN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
25.58
Positive
100DMA
25.50
Positive
200DMA
Market Momentum
MACD
0.03
Negative
RSI
52.00
Neutral
STOCH
17.89
Positive
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 25.62, equal to the 50-day MA of 25.58, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 52.00 is Neutral, neither overbought nor oversold. The STOCH value of 17.89 is Positive, 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
$58.95M0.51%
93
Outperform
$96.79M0.89%
72
Outperform
$96.27M0.75%
68
Neutral
$94.05M0.49%
69
Neutral
$91.70M0.65%
66
Neutral
$91.27M0.80%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KWIN
KraneShares Wahed Alternative Income Index ETF
25.66
0.62
2.48%
BAMD
Brookstone Dividend Stock ETF
SOVF
Sovereign's Capital Flourish Fund
FDRS
Founder-Led ETF
YALL
God Bless America ETF
FFTY
Innovator IBD 50 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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