KMID vs IBIJ
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF).
KMID vs IBIJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KMID
$47M
Winner
IBIJ
$47M
Expense Ratio
KMID
0.80%
Winner
IBIJ
0.10%
Max Drawdown
KMID
18.93%
Winner
IBIJ
6.70%
Sharpe Ratio
KMID
-0.12
Winner
IBIJ
0.62
5Y Beta
KMID
0.80
Winner
IBIJ
0.03
P/E Ratio
KMID
30.69
IBIJ
N/A
Forward P/E
KMID
24.39
IBIJ
N/A
PEG Ratio
KMID
1.63
IBIJ
N/A
5Y EPS CAGR
KMID
14.91%
IBIJ
N/A
Debt to Equity
KMID
17.91%
IBIJ
N/A
P/S Ratio
KMID
3.94
IBIJ
N/A
P/B Ratio
KMID
5.75
IBIJ
N/A
KMID vs IBIJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KMID
+1.92%
IBIJ
-0.78%
3M
Winner
KMID
+5.14%
IBIJ
-0.12%
6M
Winner
KMID
+2.07%
IBIJ
+1.21%
1Y
KMID
+1.96%
Winner
IBIJ
+5.44%
Max(CAGR)
KMID
+0.16%
Winner
IBIJ
+5.66%
KMID vs IBIJ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | KMID | IBIJ |
|---|---|---|
| 2026 | +2.39% | +1.23% |
| 2025 | +0.93% | +8.68% |
| 2024 | -2.93% | +0.87% |
| 2023 | N/A | +4.97% |
KMID vs IBIJ 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 IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.
The current KMID drawdown is -4.24%. The current IBIJ drawdown is -1.00%.
| Rank | KMID | IBIJ |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -5.26% Oct 1, 2024 - Mar 31, 2025 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -3.67% Dec 27, 2023 - Jul 5, 2024 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -3.48% Apr 3, 2025 - Jun 26, 2025 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -3.27% Sep 22, 2023 - Nov 8, 2023 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -2.32% Feb 27, 2026 - May 1, 2026 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -1.30% May 8, 2026 - May 19, 2026 |
| #7 | N/A | -1.29% Aug 5, 2024 - Aug 21, 2024 |
| #8 | N/A | -1.24% Nov 8, 2023 - Nov 20, 2023 |
| #9 | N/A | -1.21% Oct 22, 2025 - Feb 10, 2026 |
| #10 | N/A | -1.13% Jul 17, 2024 - Jul 31, 2024 |
| #11 | N/A | -1.04% Sep 16, 2025 - Oct 21, 2025 |
| #12 | N/A | -0.79% Nov 20, 2023 - Nov 28, 2023 |
| #13 | N/A | -0.67% Aug 26, 2024 - Sep 6, 2024 |
| #14 | N/A | -0.64% Sep 16, 2024 - Oct 1, 2024 |
| #15 | N/A | -0.63% Jun 30, 2025 - Jul 18, 2025 |
Correlation
Correlation between KMID and IBIJ is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.
0.09
-101
Dividend Comparison (2023 - 2026)
KMID vs IBIJ dividend yield comparison.
| Year | KMID | IBIJ |
|---|---|---|
| 2026 | 0.06% | 0.31% |
| 2025 | 0.06% | 4.66% |
| 2024 | 0.05% | 4.42% |
| 2023 | 0.00% | 0.60% |
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