KMID vs BIGY
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF).
KMID vs BIGY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KMID
$47M
BIGY
$47M
Expense Ratio
Winner
KMID
0.80%
BIGY
1.09%
Max Drawdown
Winner
KMID
18.93%
BIGY
50.38%
Sharpe Ratio
KMID
-0.18
Winner
BIGY
1.15
5Y Beta
Winner
KMID
0.80
BIGY
0.91
P/E Ratio
KMID
31.48
Winner
BIGY
29.56
Forward P/E
KMID
24.14
Winner
BIGY
23.05
PEG Ratio
Winner
KMID
0.71
BIGY
0.83
5Y EPS CAGR
KMID
14.06%
Winner
BIGY
23.08%
Debt to Equity
KMID
20.42%
Winner
BIGY
19.36%
P/S Ratio
Winner
KMID
3.83
BIGY
4.65
P/B Ratio
Winner
KMID
5.48
BIGY
7.04
KMID vs BIGY - Holdings Comparison
KMID and BIGY have 1 common holdings. Overlap is -0.46%
KMID's top 25 holdings weight is 95.47%. BIGY's top 25 holdings weight is 76.16%.
| Rank | KMID | BIGY |
|---|---|---|
| #1 | AMETEK INC (AME) - 5.95% | APPLE INC (AAPL) - 6.91% |
| #2 | TELEDYNE TECHNOLOGIES INC (TDY) - 5.44% | NVIDIA CORP (NVDA) - 6.49% |
| #3 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.26% | ALPHABET INC CLASS A (GOOGL) - 5.08% |
| #4 | WEST PHARMACEUTICAL SERVICES INC (WST) - 5.12% | AMAZON.COM INC (AMZN) - 4.93% |
| #5 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 4.78% | ADVANCED MICRO DEVICES INC (AMD) - 4.19% |
| #6 | ROSS STORES INC (ROST) - 4.55% | META PLATFORMS INC CLASS A (META) - 3.75% |
| #7 | CASH (n/a) - 4.37% | BROADCOM INC (AVGO) - 3.38% |
| #8 | VERISK ANALYTICS INC (VRSK) - 4.18% | JPMORGAN CHASE & CO (JPM) - 3.24% |
| #9 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.04% | MICROSOFT CORP (MSFT) - 3.06% |
| #10 | HEICO CORP CLASS A (HEI-A) - 3.98% | TEXAS INSTRUMENTS INC (TXN) - 2.98% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.90% | WALMART INC (WMT) - 2.77% |
| #12 | MSCI INC (MSCI) - 3.74% | CATERPILLAR INC (CAT) - 2.76% |
| #13 | ALIGN TECHNOLOGY INC (ALGN) - 3.65% | TESLA INC (TSLA) - 2.61% |
| #14 | LENNOX INTERNATIONAL INC (LII) - 3.57% | GE AEROSPACE (GE) - 2.27% |
| #15 | ALLEGION PLC (ALLE) - 3.50% | BANK OF AMERICA CORP (BAC) - 2.22% |
| #16 | JACK HENRY & ASSOCIATES INC (JKHY) - 3.31% | JOHNSON & JOHNSON (JNJ) - 2.15% |
| #17 | HOULIHAN LOKEY INC CLASS A (HLI) - 3.31% | VISA INC CLASS A (V) - 2.07% |
| #18 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.15% | CHEVRON CORP (CVX) - 2.06% |
| #19 | ROLLINS INC (ROL) - 3.03% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.03% |
| #20 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.93% | ELI LILLY AND CO (LLY) - 2.02% |
| #21 | THE COOPER COMPANIES INC (COO) - 2.87% | MASTERCARD INC CLASS A (MA) - 1.95% |
| #22 | GLOBUS MEDICAL INC CLASS A (GMED) - 2.87% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.90% |
| #23 | EMCOR GROUP INC (EME) - 2.77% | PROCTER & GAMBLE CO (PG) - 1.86% |
| #24 | NORDSON CORP (NDSN) - 2.68% | COSTCO WHOLESALE CORP (COST) - 1.80% |
| #25 | API GROUP CORP (APG) - 2.52% | THE HOME DEPOT INC (HD) - 1.68% |
| Total Holdings | 27 | 257 |
KMID vs BIGY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KMID
+1.13%
BIGY
+0.74%
3M
KMID
-1.70%
Winner
BIGY
+5.21%
6M
KMID
-1.89%
Winner
BIGY
+7.45%
1Y
KMID
+0.60%
Winner
BIGY
+16.88%
5Y(CAGR)
KMID
N/A
BIGY
+20.44%
Max(CAGR)
KMID
+0.28%
Winner
BIGY
+21.05%
KMID vs BIGY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | KMID | BIGY |
|---|---|---|
| 2026 | +2.63% | +5.64% |
| 2025 | +0.93% | +19.18% |
| 2024 | -2.93% | +0.22% |
| 2022 | N/A | -22.52% |
| 2021 | N/A | -2.49% |
KMID vs BIGY 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 BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.
The current KMID drawdown is -4.02%. The current BIGY drawdown is -1.71%.
| Rank | KMID | BIGY |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -50.17% Nov 9, 2021 - Nov 21, 2024 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -18.95% Feb 19, 2025 - Jun 25, 2025 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -9.41% Sep 3, 2021 - Oct 14, 2021 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -8.34% Dec 26, 2025 - Apr 17, 2026 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -4.44% Aug 5, 2021 - Aug 24, 2021 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -4.43% Oct 29, 2025 - Dec 24, 2025 |
| #7 | N/A | -3.97% Jun 2, 2026 - Jun 10, 2026 |
| #8 | N/A | -3.91% Oct 25, 2021 - Nov 3, 2021 |
| #9 | N/A | -3.79% Dec 26, 2024 - Jan 22, 2025 |
| #10 | N/A | -2.81% Dec 11, 2024 - Dec 26, 2024 |
| #11 | N/A | -2.60% Oct 8, 2025 - Oct 20, 2025 |
| #12 | N/A | -2.54% Jan 23, 2025 - Feb 14, 2025 |
| #13 | N/A | -1.96% Jul 28, 2025 - Aug 8, 2025 |
| #14 | N/A | -1.80% Jul 26, 2021 - Jul 28, 2021 |
| #15 | N/A | -1.73% Aug 15, 2025 - Aug 27, 2025 |
Correlation
Correlation between KMID and BIGY is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.30
-101
Dividend Comparison (2021 - 2026)
KMID vs BIGY dividend yield comparison.
| Year | KMID | BIGY |
|---|---|---|
| 2026 | 0.06% | 6.44% |
| 2025 | 0.06% | 12.49% |
| 2024 | 0.05% | 0.00% |
| 2021 | 0.00% | 0.49% |
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