KMID vs VTI
Virtus KAR Mid-Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, KMID or VTI?
Mid Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $43M | $666.9B |
| Dividend Yield | 0.12% | 1.03% |
| Holdings | 27 | 3,543 |
| YTD Return | -4.18% | +11.65%Best |
| 1Y Return | -4.57% | +17.34%Best |
| 3Y Return (annualized) | - | +20.35% |
| 5Y Return (annualized) | - | +11.72% |
| Volatility (annualized) | 13.0%Best | 13.3% |
| Max Drawdown | -18.9%Best | -19.3% |
| $10,000 over 1.9 years | $9,382 | $13,247Best |
| Fund Family | Virtus Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Oct 15, 2024 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
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 VTI 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 VTI Performance
Virtus KAR Mid-Cap ETF (KMID) is an ETF from Virtus Investment Partners and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year KMID returned -4.57% while VTI returned +17.34%. Year to date, KMID is down 4.18% versus a gain of 11.65% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 13.3% 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KMID charges 0.80% per year while VTI 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 0.12% against 1.03% for VTI.
Holdings Overlap
At least 82.5% of KMID's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of KMID is already inside VTI. Owning both mostly buys the same companies twice.
22 positions in common, counted across the 26 positions we hold weights for in KMID and 2,787 in VTI, against full books of 27 and 3,543.
What only one of them owns
Measured across the 26 and 2,787 positions we hold weights for.
VTI holds 660 positions KMID does not, 89.1% of the fund.
Largest: NVDA 6.32%, AAPL 5.84%, MSFT 3.81%, AMZN 3.17%, GOOGL 2.88%
Top Shared Holdings
| Stock | Weight in KMID | Weight in VTI | Difference |
|---|---|---|---|
| AMEAmetek Inc. | 6.40% | 0.08% | 6.32% |
| TDYTeledyne Technologies Inc | 5.88% | 0.04% | 5.84% |
| WABWestinghouse Air Brake Technologies Corp. | 5.38% | 0.06% | 5.32% |
| MPWRMonolithic Power Systems Inc | 5.16% | 0.09% | 5.07% |
| ROSTRoss Stores, Inc. | 5.03% | 0.09% | 4.94% |
| WSTWest Pharmaceutical Services Inc | 4.93% | 0.03% | 4.90% |
| ALLEAllegion Plc | 4.29% | 0.02% | 4.27% |
| VRSKVerisk Analytics Inc. Class A | 4.05% | 0.03% | 4.02% |
| ALGNAlign Technology Inc. | 3.47% | 0.02% | 3.45% |
| MSCIMsci Inc. Class A | 3.39% | 0.05% | 3.34% |
82.5% of KMID is already inside VTI.
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 VTI?
KMID has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, KMID or VTI?
Over the past year KMID returned -4.57% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized -3.30% vs +15.95% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KMID or VTI?
VTI has been the more volatile fund at 13.3% annualized versus 13.0% for KMID. Worst drawdown: KMID -18.9% vs VTI -19.3%.
Should I hold both KMID and VTI?
KMID and VTI have a monthly-return correlation of 0.74, 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 VTI?
At least 82.5% of KMID's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 26 positions we hold weights for in KMID and 2,787 in VTI.
Which pays a higher dividend, KMID or VTI?
KMID yields 0.12% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than KMID?
VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.