KMID vs CDIG

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

KMID vs CDIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

KMID

$47M

CDIG

$47M

Expense Ratio

KMID

0.80%

Winner

CDIG

0.75%

Max Drawdown

KMID

18.93%

Winner

CDIG

11.35%

Sharpe Ratio

KMID

-0.18

Winner

CDIG

0.02

5Y Beta

Winner

KMID

0.80

CDIG

1.27

P/E Ratio

KMID

31.48

Winner

CDIG

31.01

Forward P/E

KMID

24.14

Winner

CDIG

16.98

PEG Ratio

Winner

KMID

0.71

CDIG

1.90

5Y EPS CAGR

KMID

14.06%

CDIG

N/A

Debt to Equity

Winner

KMID

20.42%

CDIG

187.19%

P/S Ratio

KMID

3.83

Winner

CDIG

1.57

P/B Ratio

KMID

5.48

Winner

CDIG

2.17

KMID vs CDIG - Holdings Comparison

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

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

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

KMID vs CDIG - Historical Returns

Returns include dividend reinvestment.

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

Winner

KMID

+1.13%

CDIG

-1.41%

Winner

KMID

-1.70%

CDIG

-3.89%

Winner

KMID

-1.89%

CDIG

-3.34%

KMID

+0.60%

Winner

CDIG

+1.40%

Max(CAGR)

KMID

+0.28%

Winner

CDIG

+1.67%

KMID vs CDIG - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

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

KMID vs CDIG 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 CDIG was -11.35%, occurring on Mar 20, 2026. Recovery took 63 trading sessions.

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

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