CDIG vs KMID

Comparison between CITY DIFFERENT INVESTMENTS GLOBAL EQUITY ETF (CDIG, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).

CDIG vs KMID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CDIG(ETF)	KMID(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.75%	0.80%
Max Drawdown	11.35%	18.93%
Sharpe Ratio	0.02	-0.18
5Y Beta	1.27	0.80
P/E Ratio	31.01	31.48
Forward P/E	16.98	24.14
PEG Ratio	1.90	0.71
5Y EPS CAGR	N/A	14.06%
Debt to Equity	187.19%	20.42%
P/S Ratio	1.57	3.83
P/B Ratio	2.17	5.48

Net Assets

CDIG

$47M

KMID

$47M

Expense Ratio

Winner

CDIG

0.75%

KMID

0.80%

Max Drawdown

Winner

CDIG

11.35%

KMID

18.93%

Sharpe Ratio

Winner

CDIG

0.02

KMID

-0.18

5Y Beta

CDIG

1.27

Winner

KMID

0.80

P/E Ratio

Winner

CDIG

31.01

KMID

31.48

Forward P/E

Winner

CDIG

16.98

KMID

24.14

PEG Ratio

CDIG

1.90

Winner

KMID

0.71

5Y EPS CAGR

CDIG

N/A

KMID

14.06%

Debt to Equity

CDIG

187.19%

Winner

KMID

20.42%

P/S Ratio

Winner

CDIG

1.57

KMID

3.83

P/B Ratio

Winner

CDIG

2.17

KMID

5.48

CDIG vs KMID - Holdings Comparison

CDIG and KMID have 1 common holdings. Overlap is -0.02%

CDIG's top 25 holdings weight is 99.61%. KMID's top 25 holdings weight is 95.47%.

Rank	CDIG	KMID
#1	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 9.45%	AMETEK INC (AME) - 5.95%
#2	TIDEWATER INC (TDW) - 9.27%	TELEDYNE TECHNOLOGIES INC (TDY) - 5.44%
#3	CARVANA CO CLASS A (CVNA) - 8.10%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.26%
#4	MERCADOLIBRE INC (MELI) - 7.65%	WEST PHARMACEUTICAL SERVICES INC (WST) - 5.12%
#5	ICON PLC (ICLR) - 6.18%	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 4.78%
#6	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 5.22%	ROSS STORES INC (ROST) - 4.55%
#7	WARRIOR MET COAL INC (HCC) - 4.62%	CASH (n/a) - 4.37%
#8	AMAZON.COM INC (AMZN) - 4.54%	VERISK ANALYTICS INC (VRSK) - 4.18%
#9	LLOYDS BANKING GROUP PLC ADR (LYG) - 4.44%	OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.04%
#10	IMPERIAL PETROLEUM INC (IMPP) - 4.13%	HEICO CORP CLASS A (HEI-A) - 3.98%
#11	CONTROLADORA VUELA COMPANIA DE AVIACION SAB DE CV ADR (VLRS) - 4.04%	C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.90%
#12	ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 3.90%	MSCI INC (MSCI) - 3.74%
#13	SOMNIGROUP INTERNATIONAL INC (SGI) - 3.84%	ALIGN TECHNOLOGY INC (ALGN) - 3.65%
#14	SEADRILL LTD (SDRL) - 3.83%	LENNOX INTERNATIONAL INC (LII) - 3.57%
#15	UBER TECHNOLOGIES INC (UBER) - 3.49%	ALLEGION PLC (ALLE) - 3.50%
#16	ALPHA METALLURGICAL RESOURCES INC (AMR) - 3.16%	JACK HENRY & ASSOCIATES INC (JKHY) - 3.31%
#17	NETFLIX INC (NFLX) - 2.23%	HOULIHAN LOKEY INC CLASS A (HLI) - 3.31%
#18	ASP ISOTOPES INC (ASPI) - 2.22%	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.15%
#19	PDD HOLDINGS INC ADR (PDD) - 2.19%	ROLLINS INC (ROL) - 3.03%
#20	CAPITAL ONE FINANCIAL CORP (COF) - 1.99%	LPL FINANCIAL HOLDINGS INC (LPLA) - 2.93%
#21	BUILDERS FIRSTSOURCE INC (BLDR) - 1.71%	THE COOPER COMPANIES INC (COO) - 2.87%
#22	AMERICAN COASTAL INSURANCE CORP (ACIC) - 1.03%	GLOBUS MEDICAL INC CLASS A (GMED) - 2.87%
#23	VALARIS LTD (VAL) - 0.87%	EMCOR GROUP INC (EME) - 2.77%
#24	CAMECO CORP (n/a) - 0.80%	NORDSON CORP (NDSN) - 2.68%
#25	THREDUP INC ORDINARY SHARES CLASS A (TDUP) - 0.71%	API GROUP CORP (APG) - 2.52%
Total Holdings	27	27

CDIG vs KMID - Historical Returns

Returns include dividend reinvestment.

Period	CDIG	KMID
1 month	-1.41%	+1.13%
3 months	-3.89%	-1.70%
6 months	-3.34%	-1.89%
1 year	+1.40%	+0.60%
Max(CAGR)	+1.67%	+0.28%

CDIG

-1.41%

Winner

KMID

+1.13%

CDIG

-3.89%

Winner

KMID

-1.70%

CDIG

-3.34%

Winner

KMID

-1.89%

Winner

CDIG

+1.40%

KMID

+0.60%

Max(CAGR)

Winner

CDIG

+1.67%

KMID

+0.28%

CDIG vs KMID - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	CDIG	KMID
2026	+0.90%	+2.63%
2025	-0.40%	+0.93%
2024	N/A	-2.93%

CDIG vs KMID Drawdown Comparison

The maximum drawdown for CDIG was -11.35%, occurring on Mar 20, 2026. Recovery took 63 trading sessions.

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

The current CDIG drawdown is -6.21%. The current KMID drawdown is -4.02%.

Rank	CDIG	KMID
#1	-11.35% Jan 15, 2026 - Apr 17, 2026	-18.89% Nov 29, 2024 - Apr 8, 2025
#2	-8.81% Sep 22, 2025 - Dec 4, 2025	-2.53% Nov 8, 2024 - Nov 25, 2024
#3	-8.70% May 6, 2026 - May 19, 2026	-2.07% Oct 18, 2024 - Nov 6, 2024
#4	-4.71% Dec 11, 2025 - Jan 6, 2026	-0.33% Nov 25, 2024 - Nov 29, 2024
#5	-1.91% Apr 27, 2026 - May 6, 2026	-0.10% Oct 16, 2024 - Oct 18, 2024
#6	-1.71% Apr 17, 2026 - Apr 27, 2026	-0.06% Nov 6, 2024 - Nov 8, 2024
#7	-1.10% Dec 4, 2025 - Dec 9, 2025	N/A
#8	-0.52% Jan 12, 2026 - Jan 15, 2026	N/A
#9	-0.42% Jan 6, 2026 - Jan 8, 2026	N/A