ALTY vs KMID
Comparison between GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).
ALTY vs KMID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ALTY
$46M
KMID
$46M
Expense Ratio
Winner
ALTY
0.50%
KMID
0.80%
Max Drawdown
ALTY
60.08%
Winner
KMID
18.93%
Sharpe Ratio
Winner
ALTY
1.63
KMID
-0.09
5Y Beta
Winner
ALTY
0.39
KMID
0.79
P/E Ratio
ALTY
N/A
KMID
30.69
Forward P/E
ALTY
N/A
KMID
23.49
PEG Ratio
ALTY
N/A
KMID
0.93
5Y Dividends CAGR
ALTY
0.08%
KMID
N/A
5Y EPS CAGR
ALTY
N/A
KMID
13.04%
Debt to Equity
ALTY
N/A
KMID
23.16%
P/S Ratio
ALTY
N/A
KMID
3.77
P/B Ratio
ALTY
N/A
KMID
5.47
ALTY vs KMID - Holdings Comparison
ALTY and KMID have 0 common holdings. Overlap is 0.00%
ALTY's top 25 holdings weight is 99.82%. KMID's top 25 holdings weight is 95.32%.
| Rank | ALTY | KMID |
|---|---|---|
| #1 | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% | AMETEK INC (AME) - 6.38% |
| #2 | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% | TELEDYNE TECHNOLOGIES INC (TDY) - 5.89% |
| #3 | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.42% |
| #4 | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.11% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 1.72% | ROSS STORES INC (ROST) - 4.99% |
| #6 | KINDER MORGAN INC CLASS P (KMI) - 1.63% | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.90% |
| #7 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% | CASH (n/a) - 4.25% |
| #8 | SPIRE INC (SR) - 1.51% | ALLEGION PLC (ALLE) - 4.20% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 1.49% | VERISK ANALYTICS INC (VRSK) - 4.14% |
| #10 | SUNOCO LP (SUN) - 1.46% | HEICO CORP CLASS A (HEI-A) - 4.13% |
| #11 | OGE ENERGY CORP (OGE) - 1.46% | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 3.88% |
| #12 | EVERGY INC (EVRG) - 1.45% | ALIGN TECHNOLOGY INC (ALGN) - 3.44% |
| #13 | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% | JACK HENRY & ASSOCIATES INC (JKHY) - 3.44% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% | MSCI INC (MSCI) - 3.39% |
| #15 | ENERGY TRANSFER LP (ET) - 1.37% | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.11% |
| #16 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.08% |
| #17 | ALLETE INC (ALE) - 1.33% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% |
| #18 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% | THE COOPER COMPANIES INC (COO) - 2.99% |
| #19 | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% | GLOBUS MEDICAL INC CLASS A (GMED) - 2.93% |
| #20 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% | HOULIHAN LOKEY INC CLASS A (HLI) - 2.93% |
| #21 | N/A | EMCOR GROUP INC (EME) - 2.91% |
| #22 | N/A | LENNOX INTERNATIONAL INC (LII) - 2.86% |
| #23 | N/A | NORDSON CORP (NDSN) - 2.84% |
| #24 | N/A | ROLLINS INC (ROL) - 2.58% |
| #25 | N/A | API GROUP CORP (APG) - 2.51% |
| Total Holdings | 20 | 27 |
ALTY vs KMID - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ALTY
+0.62%
KMID
-0.56%
3M
Winner
ALTY
+1.79%
KMID
+1.74%
6M
Winner
ALTY
+2.92%
KMID
-2.51%
1Y
Winner
ALTY
+13.54%
KMID
+0.32%
5Y(CAGR)
ALTY
+5.70%
KMID
N/A
10Y(CAGR)
ALTY
+5.57%
KMID
N/A
Max(CAGR)
Winner
ALTY
+6.24%
KMID
-0.01%
ALTY vs KMID - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ALTY | KMID |
|---|---|---|
| 2026 | +7.74% | +2.10% |
| 2025 | +10.21% | +0.93% |
| 2024 | +11.18% | -2.93% |
| 2023 | +10.01% | N/A |
| 2022 | -12.05% | N/A |
| 2021 | +24.58% | N/A |
| 2020 | -12.87% | N/A |
| 2019 | +20.36% | N/A |
| 2018 | -6.00% | N/A |
| 2017 | +10.29% | N/A |
| 2016 | +17.89% | N/A |
| 2015 | -4.66% | N/A |
ALTY vs KMID Drawdown Comparison
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The maximum drawdown for KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current ALTY drawdown is -0.28%. The current KMID drawdown is -4.52%.
| Rank | ALTY | KMID |
|---|---|---|
| #1 | -51.47% Feb 20, 2020 - May 7, 2021 | -18.89% Nov 29, 2024 - Apr 8, 2025 |
| #2 | -30.47% Jul 15, 2015 - Apr 25, 2017 | -2.53% Nov 8, 2024 - Nov 25, 2024 |
| #3 | -18.48% Jan 4, 2022 - May 15, 2024 | -2.07% Oct 18, 2024 - Nov 6, 2024 |
| #4 | -14.18% Aug 29, 2018 - Feb 22, 2019 | -0.33% Nov 25, 2024 - Nov 29, 2024 |
| #5 | -10.07% Feb 20, 2025 - Jul 25, 2025 | -0.10% Oct 16, 2024 - Oct 18, 2024 |
| #6 | -7.30% Jan 26, 2018 - Jul 6, 2018 | -0.06% Nov 6, 2024 - Nov 8, 2024 |
| #7 | -4.34% Mar 2, 2026 - Apr 24, 2026 | N/A |
| #8 | -4.23% Jun 14, 2021 - Aug 12, 2021 | N/A |
| #9 | -4.06% Sep 2, 2021 - Jan 4, 2022 | N/A |
| #10 | -3.92% May 10, 2021 - Jun 1, 2021 | N/A |
| #11 | -3.91% Aug 1, 2019 - Sep 18, 2019 | N/A |
| #12 | -3.58% Jul 17, 2024 - Aug 19, 2024 | N/A |
| #13 | -3.54% Nov 29, 2024 - Jan 21, 2025 | N/A |
| #14 | -3.53% May 6, 2019 - Jun 20, 2019 | N/A |
| #15 | -2.41% Apr 27, 2017 - Jul 14, 2017 | N/A |
Correlation
Correlation between ALTY and KMID is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2015 - 2026)
ALTY vs KMID dividend yield comparison.
| Year | ALTY | KMID |
|---|---|---|
| 2026 | 4.45% | 0.06% |
| 2025 | 7.50% | 0.06% |
| 2024 | 7.88% | 0.05% |
| 2023 | 7.31% | 0.00% |
| 2022 | 7.66% | 0.00% |
| 2021 | 6.88% | 0.00% |
| 2020 | 9.20% | 0.00% |
| 2019 | 8.74% | 0.00% |
| 2018 | 8.49% | 0.00% |
| 2017 | 7.52% | 0.00% |
| 2016 | 8.20% | 0.00% |
| 2015 | 4.21% | 0.00% |
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