IBIJ vs KMID
Comparison between ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF) and VIRTUS KAR MID-CAP ETF (KMID, ETF).
IBIJ vs KMID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIJ
$47M
KMID
$47M
Expense Ratio
Winner
IBIJ
0.10%
KMID
0.80%
Max Drawdown
Winner
IBIJ
6.70%
KMID
18.93%
Sharpe Ratio
Winner
IBIJ
0.62
KMID
-0.12
5Y Beta
Winner
IBIJ
0.03
KMID
0.80
P/E Ratio
IBIJ
N/A
KMID
30.69
Forward P/E
IBIJ
N/A
KMID
24.39
PEG Ratio
IBIJ
N/A
KMID
1.63
5Y EPS CAGR
IBIJ
N/A
KMID
14.91%
Debt to Equity
IBIJ
N/A
KMID
17.91%
P/S Ratio
IBIJ
N/A
KMID
3.94
P/B Ratio
IBIJ
N/A
KMID
5.75
IBIJ vs KMID - Historical Returns
Returns include dividend reinvestment.
1M
IBIJ
-0.78%
Winner
KMID
+1.92%
3M
IBIJ
-0.12%
Winner
KMID
+5.14%
6M
IBIJ
+1.21%
Winner
KMID
+2.07%
1Y
Winner
IBIJ
+5.44%
KMID
+1.96%
Max(CAGR)
Winner
IBIJ
+5.66%
KMID
+0.16%
IBIJ vs KMID - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIJ | KMID |
|---|---|---|
| 2026 | +1.23% | +2.39% |
| 2025 | +8.68% | +0.93% |
| 2024 | +0.87% | -2.93% |
| 2023 | +4.97% | N/A |
IBIJ vs KMID Drawdown Comparison
The maximum drawdown for IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.
The maximum drawdown for KMID was -18.89%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current IBIJ drawdown is -1.00%. The current KMID drawdown is -4.24%.
| Rank | IBIJ | KMID |
|---|---|---|
| #1 | -5.26% Oct 1, 2024 - Mar 31, 2025 | -18.89% Nov 29, 2024 - Apr 8, 2025 |
| #2 | -3.67% Dec 27, 2023 - Jul 5, 2024 | -2.53% Nov 8, 2024 - Nov 25, 2024 |
| #3 | -3.48% Apr 3, 2025 - Jun 26, 2025 | -2.07% Oct 18, 2024 - Nov 6, 2024 |
| #4 | -3.27% Sep 22, 2023 - Nov 8, 2023 | -0.33% Nov 25, 2024 - Nov 29, 2024 |
| #5 | -2.32% Feb 27, 2026 - May 1, 2026 | -0.10% Oct 16, 2024 - Oct 18, 2024 |
| #6 | -1.30% May 8, 2026 - May 19, 2026 | -0.06% Nov 6, 2024 - Nov 8, 2024 |
| #7 | -1.29% Aug 5, 2024 - Aug 21, 2024 | N/A |
| #8 | -1.24% Nov 8, 2023 - Nov 20, 2023 | N/A |
| #9 | -1.21% Oct 22, 2025 - Feb 10, 2026 | N/A |
| #10 | -1.13% Jul 17, 2024 - Jul 31, 2024 | N/A |
| #11 | -1.04% Sep 16, 2025 - Oct 21, 2025 | N/A |
| #12 | -0.79% Nov 20, 2023 - Nov 28, 2023 | N/A |
| #13 | -0.67% Aug 26, 2024 - Sep 6, 2024 | N/A |
| #14 | -0.64% Sep 16, 2024 - Oct 1, 2024 | N/A |
| #15 | -0.63% Jun 30, 2025 - Jul 18, 2025 | N/A |
Correlation
Correlation between IBIJ and KMID is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
0.09
-101
Dividend Comparison (2023 - 2026)
IBIJ vs KMID dividend yield comparison.
| Year | IBIJ | KMID |
|---|---|---|
| 2026 | 0.31% | 0.06% |
| 2025 | 4.66% | 0.06% |
| 2024 | 4.42% | 0.05% |
| 2023 | 0.60% | 0.00% |
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