IVV vs KMID
iShares Core S&P 500 ETF vs Virtus KAR Mid-Cap ETF
Which is better, IVV or KMID?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | KMID |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.80% |
| AUM | $882.6B | $41M |
| Dividend Yield | 1.06% | 0.12% |
| Holdings | 508 | 53 |
| YTD Return | +12.76%Best | -3.79% |
| 1Y Return | +15.57%Best | -3.97% |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.6%Best | 12.8% |
| Max Drawdown | -18.8%Best | -18.9% |
| $10,000 over 2 years | $13,528Best | $9,409 |
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Oct 15, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 16, 2024 to Oct 1, 2026 (2 years).
IVV vs KMID growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
IVV vs KMID Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Virtus KAR Mid-Cap ETF (KMID) is an ETF from Virtus Investment Partners. Over the past year IVV returned +15.57% while KMID returned -3.97%. Year to date, IVV is up 12.76% versus a loss of 3.79% for KMID.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KMID has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.6% for IVV. 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 -18.8% for IVV and -18.9% for KMID. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. 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 1.06% against 0.12% for KMID.
Holdings Overlap
At least 0.8% of IVV's money is in holdings KMID also owns.
Stated as a floor: for KMID, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
18 positions in common, counted across the 505 positions we hold weights for in IVV and 25 in KMID, against full books of 508 and 53.
Top Shared Holdings
| Stock | Weight in IVV | Weight in KMID | Difference |
|---|---|---|---|
| AMEAmetek Inc | 0.08% | 6.33% | 6.25% |
| TDYTeledyne Technologies Inc | 0.04% | 5.55% | 5.51% |
| WABWestinghouse Air Brake Technologies Corp. | 0.07% | 5.45% | 5.38% |
| WSTWest Pharmaceutical Services Inc | 0.04% | 5.39% | 5.35% |
| ROSTRoss Stores, Inc. | 0.11% | 4.94% | 4.83% |
| MPWRMonolithic Power Systems Inc | 0.09% | 4.73% | 4.64% |
| VRSKVerisk Analytics Inc. | 0.03% | 4.33% | 4.30% |
| ALLEAllegion Plc | 0.02% | 4.25% | 4.23% |
| JKHYJack Henry & Associates Inc | 0.02% | 3.90% | 3.88% |
| MSCIM S C I Inc. | 0.06% | 3.54% | 3.48% |
You are not choosing between two funds in isolation.
Whichever of IVV and KMID you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $77 a year on a $10,000 investment.
Which performed better, IVV or KMID?
Over the past year IVV returned +15.57% vs -3.97% for KMID, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.31% vs -3.00% for KMID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KMID?
KMID has been the more volatile fund at 12.8% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs KMID -18.9%.
Should I hold both IVV and KMID?
IVV and KMID have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or KMID?
IVV yields 1.06% while KMID yields 0.12%, so IVV currently pays the higher dividend yield.
Is KMID better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.