KMID vs AZTD
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and AZTLAN GLOBAL STOCK SELECTION DM SMID ETF (AZTD, ETF).
KMID vs AZTD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KMID
$44M
AZTD
$44M
Expense Ratio
KMID
0.80%
Winner
AZTD
0.75%
Max Drawdown
KMID
18.93%
Winner
AZTD
18.26%
Sharpe Ratio
KMID
-0.18
Winner
AZTD
1.04
5Y Beta
Winner
KMID
0.80
AZTD
0.97
P/E Ratio
KMID
30.28
AZTD
N/A
Forward P/E
KMID
23.50
AZTD
N/A
PEG Ratio
KMID
1.67
AZTD
N/A
5Y EPS CAGR
KMID
18.41%
AZTD
N/A
Debt to Equity
KMID
20.72%
AZTD
N/A
P/S Ratio
KMID
3.78
AZTD
N/A
P/B Ratio
KMID
5.40
AZTD
N/A
KMID vs AZTD - Holdings Comparison
KMID and AZTD have 1 common holdings. Overlap is 0.16%
KMID's top 25 holdings weight is 96.74%. AZTD's top 25 holdings weight is 54.29%.
| Rank | KMID | AZTD |
|---|---|---|
| #1 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 7.27% | STERLING INFRASTRUCTURE INC (STRL) - 3.08% |
| #2 | AMETEK INC (AME) - 6.03% | ANRITSU CORP (n/a) - 2.54% |
| #3 | TELEDYNE TECHNOLOGIES INC (TDY) - 5.65% | DAVITA INC (DVA) - 2.46% |
| #4 | CASH (n/a) - 5.51% | CYBOZU INC (n/a) - 2.38% |
| #5 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.07% | ARROW ELECTRONICS INC (ARW) - 2.32% |
| #6 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.72% | NEXANS (n/a) - 2.32% |
| #7 | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.55% | ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 2.27% |
| #8 | ROSS STORES INC (ROST) - 4.49% | FOOD & LIFE COMPANIES LTD (n/a) - 2.18% |
| #9 | EMCOR GROUP INC (EME) - 4.32% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.15% |
| #10 | ROLLINS INC (ROL) - 3.75% | TFI INTERNATIONAL INC (TFII) - 2.14% |
| #11 | VERISK ANALYTICS INC (VRSK) - 3.71% | DOCUSIGN INC (DOCU) - 2.14% |
| #12 | MSCI INC (MSCI) - 3.58% | MEDPACE HOLDINGS INC (MEDP) - 2.13% |
| #13 | HOULIHAN LOKEY INC CLASS A (HLI) - 3.55% | EXELIXIS INC (EXEL) - 2.12% |
| #14 | HEICO CORP CLASS A (HEI-A) - 3.50% | VIRTU FINANCIAL INC CLASS A (VIRT) - 2.10% |
| #15 | ALIGN TECHNOLOGY INC (ALGN) - 3.42% | LUMENTUM HOLDINGS INC (LITE) - 2.10% |
| #16 | LENNOX INTERNATIONAL INC (LII) - 3.39% | GIBSON ENERGY INC (n/a) - 2.03% |
| #17 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.38% | CYBERAGENT INC (n/a) - 2.02% |
| #18 | JACK HENRY & ASSOCIATES INC (JKHY) - 3.30% | HALOZYME THERAPEUTICS INC (HALO) - 2.01% |
| #19 | ALLEGION PLC (ALLE) - 2.73% | FRONTDOOR INC (FTDR) - 2.00% |
| #20 | PENTAIR PLC (PNR) - 2.71% | ARGAN INC (AGX) - 1.98% |
| #21 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.68% | KONINKLIJKE BAM GROEP NV (n/a) - 1.98% |
| #22 | NORDSON CORP (NDSN) - 2.68% | HAPPINET CORP (n/a) - 1.98% |
| #23 | THE COOPER COMPANIES INC (COO) - 2.49% | SANKI ENGINEERING CO LTD (n/a) - 1.96% |
| #24 | EQUIFAX INC (EFX) - 2.27% | AVOLTA AG (n/a) - 1.96% |
| #25 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.99% | REMITLY GLOBAL INC (RELY) - 1.94% |
| Total Holdings | 27 | 53 |
KMID vs AZTD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KMID
-1.26%
AZTD
-1.64%
3M
KMID
-2.51%
Winner
AZTD
+5.50%
6M
KMID
+0.60%
Winner
AZTD
+13.54%
1Y
KMID
-0.00%
Winner
AZTD
+21.91%
Max(CAGR)
KMID
-0.85%
Winner
AZTD
+13.53%
KMID vs AZTD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | KMID | AZTD |
|---|---|---|
| 2026 | +0.71% | +10.22% |
| 2025 | +0.93% | +24.96% |
| 2024 | -2.93% | +7.31% |
| 2023 | N/A | +11.75% |
| 2022 | N/A | -1.54% |
KMID vs AZTD 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 AZTD was -16.76%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current KMID drawdown is -5.81%. The current AZTD drawdown is -4.24%.
| Rank | KMID | AZTD |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -16.76% Dec 4, 2024 - May 12, 2025 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -15.77% Jul 31, 2023 - Jul 15, 2024 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -12.00% Aug 18, 2022 - Nov 10, 2022 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -11.19% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -11.01% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -10.05% Feb 2, 2023 - Jul 12, 2023 |
| #7 | N/A | -9.89% Sep 18, 2025 - Dec 22, 2025 |
| #8 | N/A | -8.28% Nov 30, 2022 - Jan 31, 2023 |
| #9 | N/A | -6.30% Sep 26, 2024 - Nov 25, 2024 |
| #10 | N/A | -4.83% May 6, 2026 - May 19, 2026 |
| #11 | N/A | -3.94% Aug 30, 2024 - Sep 13, 2024 |
| #12 | N/A | -3.33% Jul 25, 2025 - Aug 12, 2025 |
| #13 | N/A | -3.05% Jan 28, 2026 - Feb 6, 2026 |
| #14 | N/A | -2.89% Nov 11, 2022 - Nov 25, 2022 |
| #15 | N/A | -2.87% Apr 20, 2026 - Apr 30, 2026 |
Correlation
Correlation between KMID and AZTD is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
0.30
-101
Dividend Comparison (2023 - 2026)
KMID vs AZTD dividend yield comparison.
| Year | KMID | AZTD |
|---|---|---|
| 2026 | 0.06% | 0.00% |
| 2025 | 0.06% | 1.05% |
| 2024 | 0.05% | 1.86% |
| 2023 | 0.00% | 0.12% |
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