KMID vs SPY

KMID vs SPY

Which is better, KMID or SPY?

Mid Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 49.1%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricKMIDSPY
Expense Ratio0.80%0.09%Best
AUM$43M$804.7B
Dividend Yield0.12%0.98%
Holdings27505
YTD Return-4.18%+11.52%Best
1Y Return-4.57%+17.48%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)13.0%12.9%Best
Max Drawdown-18.9%-18.8%Best
$10,000 over 1.9 years$9,382$13,282Best
Top 10 Weight49.1%38.0%Best
Fund FamilyVirtus Investment PartnersState Street Investment Management
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Blend
InceptionOct 15, 2024Jan 22, 1993

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).

KMID vs SPY 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.

KMID vs SPY Performance

Virtus KAR Mid-Cap ETF (KMID) is an ETF from Virtus Investment Partners and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year KMID returned -4.57% while SPY returned +17.48%. Year to date, KMID is down 4.18% versus a gain of 11.52% for SPY.

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 SPY. 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 -18.8% for SPY. 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

KMID charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, KMID currently yields 0.12% against 0.98% for SPY.

Holdings Overlap

KMID already in SPY77.1%
SPY already in KMID0.9%

77.1% of KMID's money is in holdings SPY also owns. 0.9% of SPY's money is in holdings KMID also owns.

Most of KMID is already inside SPY. Owning both mostly buys the same companies twice.

20 positions in common, counted across the 26 positions we hold weights for in KMID and 504 in SPY, against full books of 27 and 505.

What only one of them owns

Measured across the 26 and 504 positions we hold weights for.

SPY holds 474 positions KMID does not, 98.6% of the fund.

Largest: NVDA 7.71%, AAPL 6.83%, MSFT 5.50%, AMZN 4.08%, GOOGL 3.33%

Top Shared Holdings

StockWeight in KMIDWeight in SPYDifference
AMEAmetek Inc.6.40%0.09%6.31%
TDYTeledyne Technologies Inc5.88%0.05%5.83%
WABWestinghouse Air Brake Technologies Corp.5.38%0.08%5.30%
MPWRMonolithic Power Systems Inc5.16%0.10%5.06%
ROSTRoss Stores, Inc.5.03%0.12%4.91%
WSTWest Pharmaceutical Services Inc4.93%0.04%4.89%
ALLEAllegion Plc4.29%0.02%4.27%
VRSKVerisk Analytics Inc. Class A4.05%0.04%4.01%
ODFLOld Dominion Freight Line Inc3.81%0.06%3.75%
ALGNAlign Technology Inc.3.47%0.02%3.45%

77.1% of KMID is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KMIDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KMID or SPY?

KMID has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, KMID or SPY?

Over the past year KMID returned -4.57% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized -3.30% vs +16.11% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, KMID or SPY?

KMID has been the more volatile fund at 13.0% annualized versus 12.9% for SPY. Worst drawdown: KMID -18.9% vs SPY -18.8%.

Should I hold both KMID and SPY?

KMID and SPY 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 KMID and SPY?

77.1% of KMID's money is in holdings SPY also owns. 0.9% of SPY's is in holdings KMID also owns. They hold 20 positions in common, counted across the 26 positions we hold weights for in KMID and 504 in SPY.

Which pays a higher dividend, KMID or SPY?

KMID yields 0.12% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than KMID?

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% 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.