KMID vs VTI
Virtus KAR Mid-Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | KMID | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $47M | $666.9B | |
| Dividend Yield | 0.11% | 1.07% | |
| Holdings | 27 | 3,543 | |
| YTD Return | +2.32% | +13.14% | |
| 1Y Return | +1.59% | +22.35% | |
| 3Y Return (annualized) | - | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 12.9% | 15.3% | |
| Max Drawdown | -18.9% | -56.6% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 15, 2024 | May 24, 2001 |
KMID vs VTI Performance
Virtus KAR Mid-Cap ETF (KMID) is a ETF from Virtus Investment Partners and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year KMID returned +1.59% while VTI returned +22.35%. Year to date, KMID is up 2.32% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.9% 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 -56.6% for VTI. 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 0.76. 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 0.11% against 1.07% for VTI.
Holdings Overlap
KMID and VTI share 22 holdings out of 2791 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
Which performed better, KMID or VTI?
Over the past year KMID returned +1.59% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized +0.11% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, KMID or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.9% for KMID. Worst drawdown: KMID -18.9% vs VTI -56.6%.
Should I hold both KMID and VTI?
KMID and VTI have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KMID and VTI?
KMID and VTI share 22 common holdings with a 0.8% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, KMID or VTI?
KMID yields 0.11% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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