KMID vs VOO
Virtus KAR Mid-Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | KMID | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $47M | $997.4B | |
| Dividend Yield | 0.11% | 1.08% | |
| Holdings | 27 | 509 | |
| YTD Return | +4.32% | +14.27% | |
| 1Y Return | +3.44% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 13.0% | 14.2% | |
| Max Drawdown | -18.9% | -34.3% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 15, 2024 | Sep 7, 2010 |
KMID vs VOO Performance
Virtus KAR Mid-Cap ETF (KMID) is a ETF from Virtus Investment Partners and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KMID returned +3.44% while VOO returned +21.79%. Year to date, KMID is up 4.32% versus a gain of 14.27% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KMID charges 0.80% per year while VOO charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, KMID currently yields 0.11% against 1.08% for VOO.
Holdings Overlap
KMID and VOO 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, KMID or VOO?
KMID has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, KMID or VOO?
Over the past year KMID returned +3.44% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized +1.17% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, KMID or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.0% for KMID. Worst drawdown: KMID -18.9% vs VOO -34.3%.
Should I hold both KMID and VOO?
KMID and VOO have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KMID and VOO?
KMID and VOO share 20 common holdings with a 0.9% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, KMID or VOO?
KMID yields 0.11% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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