BIGY vs KMID

Comparison between YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).

BIGY vs KMID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIGY(ETF)	KMID(ETF)
Net Assets	$47M	$47M
Expense Ratio	1.09%	0.80%
Max Drawdown	50.38%	18.93%
Sharpe Ratio	1.15	-0.18
5Y Beta	0.91	0.80
P/E Ratio	29.56	31.48
Forward P/E	23.05	24.14
PEG Ratio	0.83	0.71
5Y EPS CAGR	23.08%	14.06%
Debt to Equity	19.36%	20.42%
P/S Ratio	4.65	3.83
P/B Ratio	7.04	5.48

Net Assets

BIGY

$47M

Winner

KMID

$47M

Expense Ratio

BIGY

1.09%

Winner

KMID

0.80%

Max Drawdown

BIGY

50.38%

Winner

KMID

18.93%

Sharpe Ratio

Winner

BIGY

1.15

KMID

-0.18

5Y Beta

BIGY

0.91

Winner

KMID

0.80

P/E Ratio

Winner

BIGY

29.56

KMID

31.48

Forward P/E

Winner

BIGY

23.05

KMID

24.14

PEG Ratio

BIGY

0.83

Winner

KMID

0.71

5Y EPS CAGR

Winner

BIGY

23.08%

KMID

14.06%

Debt to Equity

Winner

BIGY

19.36%

KMID

20.42%

P/S Ratio

BIGY

4.65

Winner

KMID

3.83

P/B Ratio

BIGY

7.04

Winner

KMID

5.48

BIGY vs KMID - Holdings Comparison

BIGY and KMID have 1 common holdings. Overlap is -0.46%

BIGY's top 25 holdings weight is 76.16%. KMID's top 25 holdings weight is 95.47%.

Rank	BIGY	KMID
#1	APPLE INC (AAPL) - 6.91%	AMETEK INC (AME) - 5.95%
#2	NVIDIA CORP (NVDA) - 6.49%	TELEDYNE TECHNOLOGIES INC (TDY) - 5.44%
#3	ALPHABET INC CLASS A (GOOGL) - 5.08%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.26%
#4	AMAZON.COM INC (AMZN) - 4.93%	WEST PHARMACEUTICAL SERVICES INC (WST) - 5.12%
#5	ADVANCED MICRO DEVICES INC (AMD) - 4.19%	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 4.78%
#6	META PLATFORMS INC CLASS A (META) - 3.75%	ROSS STORES INC (ROST) - 4.55%
#7	BROADCOM INC (AVGO) - 3.38%	CASH (n/a) - 4.37%
#8	JPMORGAN CHASE & CO (JPM) - 3.24%	VERISK ANALYTICS INC (VRSK) - 4.18%
#9	MICROSOFT CORP (MSFT) - 3.06%	OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.04%
#10	TEXAS INSTRUMENTS INC (TXN) - 2.98%	HEICO CORP CLASS A (HEI-A) - 3.98%
#11	WALMART INC (WMT) - 2.77%	C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.90%
#12	CATERPILLAR INC (CAT) - 2.76%	MSCI INC (MSCI) - 3.74%
#13	TESLA INC (TSLA) - 2.61%	ALIGN TECHNOLOGY INC (ALGN) - 3.65%
#14	GE AEROSPACE (GE) - 2.27%	LENNOX INTERNATIONAL INC (LII) - 3.57%
#15	BANK OF AMERICA CORP (BAC) - 2.22%	ALLEGION PLC (ALLE) - 3.50%
#16	JOHNSON & JOHNSON (JNJ) - 2.15%	JACK HENRY & ASSOCIATES INC (JKHY) - 3.31%
#17	VISA INC CLASS A (V) - 2.07%	HOULIHAN LOKEY INC CLASS A (HLI) - 3.31%
#18	CHEVRON CORP (CVX) - 2.06%	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.15%
#19	EXXONMOBIL HOLDINGS CORP (XOM) - 2.03%	ROLLINS INC (ROL) - 3.03%
#20	ELI LILLY AND CO (LLY) - 2.02%	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.93%
#21	MASTERCARD INC CLASS A (MA) - 1.95%	THE COOPER COMPANIES INC (COO) - 2.87%
#22	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.90%	GLOBUS MEDICAL INC CLASS A (GMED) - 2.87%
#23	PROCTER & GAMBLE CO (PG) - 1.86%	EMCOR GROUP INC (EME) - 2.77%
#24	COSTCO WHOLESALE CORP (COST) - 1.80%	NORDSON CORP (NDSN) - 2.68%
#25	THE HOME DEPOT INC (HD) - 1.68%	API GROUP CORP (APG) - 2.52%
Total Holdings	257	27

BIGY vs KMID - Historical Returns

Returns include dividend reinvestment.

Period	BIGY	KMID
1 month	+0.74%	+1.13%
3 months	+5.21%	-1.70%
6 months	+7.45%	-1.89%
1 year	+16.88%	+0.60%
5 years(CAGR)	+20.44%	N/A
Max(CAGR)	+21.05%	+0.28%

BIGY

+0.74%

Winner

KMID

+1.13%

Winner

BIGY

+5.21%

KMID

-1.70%

Winner

BIGY

+7.45%

KMID

-1.89%

Winner

BIGY

+16.88%

KMID

+0.60%

5Y(CAGR)

BIGY

+20.44%

KMID

N/A

Max(CAGR)

Winner

BIGY

+21.05%

KMID

+0.28%

BIGY vs KMID - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BIGY	KMID
2026	+5.64%	+2.63%
2025	+19.18%	+0.93%
2024	+0.22%	-2.93%
2022	-22.52%	N/A
2021	-2.49%	N/A

BIGY vs KMID Drawdown Comparison

The maximum drawdown for BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.

The maximum drawdown for KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current BIGY drawdown is -1.71%. The current KMID drawdown is -4.02%.

Rank	BIGY	KMID
#1	-50.17% Nov 9, 2021 - Nov 21, 2024	-18.89% Nov 29, 2024 - Apr 8, 2025
#2	-18.95% Feb 19, 2025 - Jun 25, 2025	-2.53% Nov 8, 2024 - Nov 25, 2024
#3	-9.41% Sep 3, 2021 - Oct 14, 2021	-2.07% Oct 18, 2024 - Nov 6, 2024
#4	-8.34% Dec 26, 2025 - Apr 17, 2026	-0.33% Nov 25, 2024 - Nov 29, 2024
#5	-4.44% Aug 5, 2021 - Aug 24, 2021	-0.10% Oct 16, 2024 - Oct 18, 2024
#6	-4.43% Oct 29, 2025 - Dec 24, 2025	-0.06% Nov 6, 2024 - Nov 8, 2024
#7	-3.97% Jun 2, 2026 - Jun 10, 2026	N/A
#8	-3.91% Oct 25, 2021 - Nov 3, 2021	N/A
#9	-3.79% Dec 26, 2024 - Jan 22, 2025	N/A
#10	-2.81% Dec 11, 2024 - Dec 26, 2024	N/A
#11	-2.60% Oct 8, 2025 - Oct 20, 2025	N/A
#12	-2.54% Jan 23, 2025 - Feb 14, 2025	N/A
#13	-1.96% Jul 28, 2025 - Aug 8, 2025	N/A
#14	-1.80% Jul 26, 2021 - Jul 28, 2021	N/A
#15	-1.73% Aug 15, 2025 - Aug 27, 2025	N/A