KMID vs DVLU
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF (DVLU, ETF).
KMID vs DVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KMID
$44M
DVLU
$44M
Expense Ratio
KMID
0.80%
Winner
DVLU
0.60%
Max Drawdown
Winner
KMID
18.93%
DVLU
53.26%
Sharpe Ratio
KMID
-0.18
Winner
DVLU
1.75
5Y Beta
Winner
KMID
0.80
DVLU
0.99
P/E Ratio
KMID
30.28
Winner
DVLU
15.96
Forward P/E
KMID
23.50
Winner
DVLU
11.59
PEG Ratio
KMID
1.67
Winner
DVLU
0.10
5Y Dividends CAGR
KMID
N/A
DVLU
1.33%
5Y EPS CAGR
Winner
KMID
18.41%
DVLU
12.11%
Debt to Equity
KMID
20.72%
Winner
DVLU
-0.02%
P/S Ratio
KMID
3.78
Winner
DVLU
0.85
P/B Ratio
KMID
5.40
Winner
DVLU
1.89
KMID vs DVLU - Holdings Comparison
KMID and DVLU have 1 common holdings. Overlap is 0.00%
KMID's top 25 holdings weight is 96.74%. DVLU's top 25 holdings weight is 66.87%.
| Rank | KMID | DVLU |
|---|---|---|
| #1 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 7.27% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.42% |
| #2 | AMETEK INC (AME) - 6.03% | INVESCO LTD (IVZ) - 3.33% |
| #3 | TELEDYNE TECHNOLOGIES INC (TDY) - 5.65% | TD SYNNEX CORP (SNX) - 3.30% |
| #4 | CASH (n/a) - 5.51% | GENERAL MOTORS CO (GM) - 3.19% |
| #5 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.07% | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.05% |
| #6 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.72% | DELTA AIR LINES INC (DAL) - 2.96% |
| #7 | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.55% | OVINTIV INC (OVV) - 2.88% |
| #8 | ROSS STORES INC (ROST) - 4.49% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.78% |
| #9 | EMCOR GROUP INC (EME) - 4.32% | AGNC INVESTMENT CORP (AGNC) - 2.78% |
| #10 | ROLLINS INC (ROL) - 3.75% | DEVON ENERGY CORP (DVN) - 2.77% |
| #11 | VERISK ANALYTICS INC (VRSK) - 3.71% | OLD NATIONAL BANCORP (ONB) - 2.77% |
| #12 | MSCI INC (MSCI) - 3.58% | BUNGE GLOBAL SA (BG) - 2.76% |
| #13 | HOULIHAN LOKEY INC CLASS A (HLI) - 3.55% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.76% |
| #14 | HEICO CORP CLASS A (HEI-A) - 3.50% | POPULAR INC (BPOP) - 2.75% |
| #15 | ALIGN TECHNOLOGY INC (ALGN) - 3.42% | EDISON INTERNATIONAL (EIX) - 2.73% |
| #16 | LENNOX INTERNATIONAL INC (LII) - 3.39% | U.S. BANCORP (USB) - 2.63% |
| #17 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.38% | CITIGROUP INC (C) - 2.54% |
| #18 | JACK HENRY & ASSOCIATES INC (JKHY) - 3.30% | AT&T INC (T) - 2.47% |
| #19 | ALLEGION PLC (ALLE) - 2.73% | TEXTRON INC (TXT) - 2.40% |
| #20 | PENTAIR PLC (PNR) - 2.71% | AGCO CORP (AGCO) - 2.23% |
| #21 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.68% | OSHKOSH CORP (OSK) - 2.21% |
| #22 | NORDSON CORP (NDSN) - 2.68% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.10% |
| #23 | THE COOPER COMPANIES INC (COO) - 2.49% | HF SINCLAIR CORP (DINO) - 2.07% |
| #24 | EQUIFAX INC (EFX) - 2.27% | WELLS FARGO & CO (WFC) - 2.01% |
| #25 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.99% | WESCO INTERNATIONAL INC (WCC) - 1.98% |
| Total Holdings | 27 | 52 |
KMID vs DVLU - Historical Returns
Returns include dividend reinvestment.
1M
KMID
-1.26%
Winner
DVLU
+2.14%
3M
KMID
-2.51%
Winner
DVLU
+11.00%
6M
KMID
+0.60%
Winner
DVLU
+11.04%
1Y
KMID
-0.00%
Winner
DVLU
+36.53%
5Y(CAGR)
KMID
N/A
DVLU
+10.88%
Max(CAGR)
KMID
-0.85%
Winner
DVLU
+10.79%
KMID vs DVLU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | KMID | DVLU |
|---|---|---|
| 2026 | +0.71% | +8.24% |
| 2025 | +0.93% | +23.99% |
| 2024 | -2.93% | +13.62% |
| 2023 | N/A | +21.07% |
| 2022 | N/A | -10.61% |
| 2021 | N/A | +43.88% |
| 2020 | N/A | -7.46% |
| 2019 | N/A | +28.51% |
| 2018 | N/A | -24.03% |
KMID vs DVLU 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 DVLU was -53.26%, occurring on Mar 23, 2020. Recovery took 265 trading sessions.
The current KMID drawdown is -5.81%. The current DVLU drawdown is -1.42%.
| Rank | KMID | DVLU |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -53.26% Jan 17, 2020 - Feb 5, 2021 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -26.57% Sep 20, 2018 - Nov 26, 2019 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -24.86% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -22.36% Jun 7, 2022 - Dec 14, 2023 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -12.24% Feb 9, 2026 - Apr 30, 2026 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -11.18% Jun 1, 2021 - Oct 18, 2021 |
| #7 | N/A | -10.31% Mar 29, 2022 - Jun 7, 2022 |
| #8 | N/A | -8.56% Jan 13, 2022 - Mar 29, 2022 |
| #9 | N/A | -8.53% Nov 24, 2021 - Jan 4, 2022 |
| #10 | N/A | -8.44% Mar 28, 2024 - Jul 30, 2024 |
| #11 | N/A | -8.28% Jul 31, 2024 - Aug 23, 2024 |
| #12 | N/A | -6.85% Mar 29, 2021 - May 4, 2021 |
| #13 | N/A | -6.33% Mar 15, 2021 - Mar 29, 2021 |
| #14 | N/A | -5.61% Nov 12, 2025 - Nov 25, 2025 |
| #15 | N/A | -5.58% Oct 18, 2024 - Nov 8, 2024 |
Correlation
Correlation between KMID and DVLU is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2018 - 2026)
KMID vs DVLU dividend yield comparison.
| Year | KMID | DVLU |
|---|---|---|
| 2026 | 0.06% | 0.07% |
| 2025 | 0.06% | 0.73% |
| 2024 | 0.05% | 1.06% |
| 2023 | 0.00% | 1.34% |
| 2022 | 0.00% | 2.18% |
| 2021 | 0.00% | 1.33% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 1.71% |
| 2018 | 0.00% | 0.58% |
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