KMID vs SCHD
Virtus KAR Mid-Cap ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | KMID | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.06% | |
| AUM | $47M | $108.7B | |
| Dividend Yield | 0.11% | 3.13% | |
| Holdings | 27 | 104 | |
| YTD Return | +4.32% | +26.54% | |
| 1Y Return | +3.44% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 13.0% | 13.6% | |
| Max Drawdown | -18.9% | -33.4% | |
| Fund Family | Virtus Investment Partners | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 15, 2024 | Oct 20, 2011 |
KMID vs SCHD Performance
Virtus KAR Mid-Cap ETF (KMID) is a ETF from Virtus Investment Partners and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KMID returned +3.44% while SCHD returned +30.90%. Year to date, KMID is up 4.32% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.0% 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 -18.9% for KMID and -33.4% for SCHD. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KMID charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, KMID currently yields 0.11% against 3.13% for SCHD.
Holdings Overlap
KMID and SCHD share 0 holdings out of 126 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KMID or SCHD?
KMID has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, KMID or SCHD?
Over the past year KMID returned +3.44% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized +1.17% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, KMID or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.0% for KMID. Worst drawdown: KMID -18.9% vs SCHD -33.4%.
Should I hold both KMID and SCHD?
KMID and SCHD have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KMID and SCHD?
KMID and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, KMID or SCHD?
KMID yields 0.11% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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