KMID vs VOO
Virtus KAR Mid-Cap ETF vs Vanguard S&P 500 ETF
Which is better, KMID or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% 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 | KMID | VOO |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $44M | $997.4B |
| Dividend Yield | 0.11% | 1.08% |
| Holdings | 27 | 509 |
| YTD Return | -1.19% | +13.37%Best |
| 1Y Return | -2.25% | +20.08%Best |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.89% |
| Volatility (annualized) | 12.7%Best | 12.8% |
| Max Drawdown | -18.9% | -18.7%Best |
| $10,000 over 1.9 years | $9,674 | $13,550Best |
| Top 10 Weight | 49.1% | 36.4%Best |
| Fund Family | Virtus Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Oct 15, 2024 | Sep 7, 2010 |
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 4, 2026 (1.9 years).
KMID vs VOO 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 VOO Performance
Virtus KAR Mid-Cap ETF (KMID) is an ETF from Virtus Investment Partners and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year KMID returned -2.25% while VOO returned +20.08%. Year to date, KMID is down 1.19% versus a gain of 13.37% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 12.7% 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 -18.7% for VOO. 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 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
77.1% of KMID's money is in holdings VOO also owns. 0.9% of VOO's money is in holdings KMID also owns.
Most of KMID is already inside VOO. Owning both mostly buys the same companies twice.
20 positions in common, counted across the 26 positions we hold weights for in KMID and 505 in VOO, against full books of 27 and 509.
What only one of them owns
Our book lists 477 positions for VOO that do not appear in our book for KMID (98.6% of the fund), and 5 for KMID that do not appear in VOO (16.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in KMID | Weight in VOO | Difference |
|---|---|---|---|
| AMEAmetek Inc | 6.40% | 0.09% | 6.31% |
| TDYTeledyne Technologies Inc | 5.88% | 0.05% | 5.83% |
| WABWestinghouse Air Brake Technologies Corp. | 5.38% | 0.07% | 5.31% |
| MPWRMonolithic Power Systems Inc | 5.16% | 0.11% | 5.05% |
| ROSTRoss Stores, Inc. | 5.03% | 0.11% | 4.92% |
| WSTWest Pharmaceutical Services Inc | 4.93% | 0.04% | 4.89% |
| ALLEAllegion Plc | 4.29% | 0.02% | 4.27% |
| VRSKVerisk Analytics Inc. | 4.05% | 0.04% | 4.01% |
| ODFLOld Dominion Freig | 3.81% | 0.06% | 3.75% |
| ALGNAlign Technology Inc. | 3.47% | 0.02% | 3.45% |
77.1% of KMID is already inside VOO.
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, KMID or VOO?
KMID has an expense ratio of 0.80% while VOO charges 0.03%. VOO is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, KMID or VOO?
Over the past year KMID returned -2.25% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized -1.73% vs +17.34% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KMID or VOO?
VOO has been the more volatile fund at 12.8% annualized versus 12.7% for KMID. Worst drawdown: KMID -18.9% vs VOO -18.7%.
Should I hold both KMID and VOO?
KMID and VOO 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 VOO?
77.1% of KMID's money is in holdings VOO also owns. 0.9% of VOO'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 505 in VOO.
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.
Is VOO better than KMID?
VOO has a lower expense ratio. VOO led over 1Y and the full window. VOO is less concentrated, with 36.4% 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.