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