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. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.1%.
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 | $876.4B | $43M |
| Dividend Yield | 1.06% | 0.12% |
| Holdings | 508 | 27 |
| YTD Return | +11.57%Best | -4.18% |
| 1Y Return | +17.57%Best | -4.57% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.9%Best | 13.0% |
| Max Drawdown | -18.8%Best | -18.9% |
| $10,000 over 1.9 years | $13,299Best | $9,382 |
| Top 10 Weight | 37.9%Best | 49.1% |
| 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 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 16, 2024 to Sep 10, 2026 (1.9 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 1.9 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 +17.57% while KMID returned -4.57%. Year to date, IVV is up 11.57% versus a loss of 4.18% 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 13.0% compared with 12.9% 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 0.71. 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
0.9% of IVV's money is in holdings KMID also owns. 77.1% of KMID's money is in holdings IVV also owns.
Most of KMID is already inside IVV. Owning both mostly buys the same companies twice.
20 positions in common, counted across the 505 positions we hold weights for in IVV and 26 in KMID, against full books of 508 and 27.
What only one of them owns
Measured across the 505 and 26 positions we hold weights for.
IVV holds 475 positions KMID does not, 98.4% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
Top Shared Holdings
| Stock | Weight in IVV | Weight in KMID | Difference |
|---|---|---|---|
| AMEAmetek Inc. | 0.09% | 6.40% | 6.31% |
| TDYTeledyne Technologies Inc | 0.05% | 5.88% | 5.83% |
| WABWestinghouse Air Brake Technologies Corp. | 0.08% | 5.38% | 5.30% |
| MPWRMonolithic Power Systems Inc | 0.10% | 5.16% | 5.06% |
| ROSTRoss Stores, Inc. | 0.12% | 5.03% | 4.91% |
| WSTWest Pharmaceutical Services Inc | 0.04% | 4.93% | 4.89% |
| ALLEAllegion Plc | 0.02% | 4.29% | 4.27% |
| VRSKVerisk Analytics Inc. Class A | 0.04% | 4.05% | 4.01% |
| ODFLOld Dominion Freight Line Inc | 0.06% | 3.81% | 3.75% |
| ALGNAlign Technology Inc. | 0.02% | 3.47% | 3.45% |
77.1% of KMID is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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 +17.57% vs -4.57% for KMID, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.19% vs -3.30% 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 13.0% annualized versus 12.9% 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 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and KMID?
77.1% of KMID's money is in holdings IVV also owns. 77.1% of KMID's is in holdings IVV also owns. They hold 20 positions in common, counted across the 505 positions we hold weights for in IVV and 26 in KMID.
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. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.