IVV vs KMID
iShares Core S&P 500 ETF vs Virtus KAR Mid-Cap ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | KMID | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.80% | |
| AUM | $907.0B | $47M | |
| Dividend Yield | 1.10% | 0.11% | |
| Holdings | 508 | 27 | |
| YTD Return | +12.28% | +1.79% | |
| 1Y Return | +20.94% | +0.71% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 12.9% | |
| Max Drawdown | -56.5% | -18.9% | |
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 15, 2024 |
IVV vs KMID Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Virtus KAR Mid-Cap ETF (KMID) is a ETF from Virtus Investment Partners. Over the past year IVV returned +20.94% while KMID returned +0.71%. Year to date, IVV is up 12.28% versus a gain of 1.79% for KMID.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.9% for KMID. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -18.9% for KMID. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while KMID charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.11% for KMID.
Holdings Overlap
IVV and KMID share 20 holdings out of 511 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or KMID?
IVV has an expense ratio of 0.03% while KMID charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, IVV or KMID?
Over the past year IVV returned +20.94% vs +0.71% for KMID, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs -0.17% for KMID. Past performance does not guarantee future results.
Which is riskier, IVV or KMID?
IVV has been the more volatile fund at 15.1% annualized versus 12.9% for KMID. Worst drawdown: IVV -56.5% vs KMID -18.9%.
Should I hold both IVV and KMID?
IVV and KMID have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KMID?
IVV and KMID share 20 common holdings with a 0.9% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, IVV or KMID?
IVV yields 1.10% while KMID yields 0.11%, so IVV currently pays the higher dividend yield.
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