KMID vs RFIX

Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF).

KMID vs RFIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KMID(ETF)	RFIX(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.80%	0.50%
Max Drawdown	18.93%	42.17%
Sharpe Ratio	-0.09	-0.45
5Y Beta	0.79	-0.04
P/E Ratio	30.69	N/A
Forward P/E	23.49	N/A
PEG Ratio	0.93	N/A
5Y EPS CAGR	13.04%	N/A
Debt to Equity	23.16%	N/A
P/S Ratio	3.77	N/A
P/B Ratio	5.47	N/A

Net Assets

KMID

$46M

RFIX

$46M

Expense Ratio

KMID

0.80%

Winner

RFIX

0.50%

Max Drawdown

Winner

KMID

18.93%

RFIX

42.17%

Sharpe Ratio

Winner

KMID

-0.09

RFIX

-0.45

5Y Beta

KMID

0.79

Winner

RFIX

-0.04

P/E Ratio

KMID

30.69

RFIX

N/A

Forward P/E

KMID

23.49

RFIX

N/A

PEG Ratio

KMID

0.93

RFIX

N/A

5Y EPS CAGR

KMID

13.04%

RFIX

N/A

Debt to Equity

KMID

23.16%

RFIX

N/A

P/S Ratio

KMID

3.77

RFIX

N/A

P/B Ratio

KMID

5.47

RFIX

N/A

KMID vs RFIX - Historical Returns

Returns include dividend reinvestment.

Period	KMID	RFIX
1 month	-0.56%	-5.89%
3 months	+1.74%	-8.39%
6 months	-2.51%	-12.62%
1 year	+0.32%	-11.68%
Max(CAGR)	-0.01%	-24.16%

Winner

KMID

-0.56%

RFIX

-5.89%

Winner

KMID

+1.74%

RFIX

-8.39%

Winner

KMID

-2.51%

RFIX

-12.62%

Winner

KMID

+0.32%

RFIX

-11.68%

Max(CAGR)

Winner

KMID

-0.01%

RFIX

-24.16%

KMID vs RFIX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	KMID	RFIX
2026	+2.10%	-2.38%
2025	+0.93%	-29.56%
2024	-2.93%	-12.32%

KMID vs RFIX 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 RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.

The current KMID drawdown is -4.52%. The current RFIX drawdown is -37.56%.

Rank	KMID	RFIX
#1	-18.89% Nov 29, 2024 - Apr 8, 2025	-38.81% Dec 10, 2024 - Jan 20, 2026
#2	-2.53% Nov 8, 2024 - Nov 25, 2024	N/A
#3	-2.07% Oct 18, 2024 - Nov 6, 2024	N/A
#4	-0.33% Nov 25, 2024 - Nov 29, 2024	N/A
#5	-0.10% Oct 16, 2024 - Oct 18, 2024	N/A
#6	-0.06% Nov 6, 2024 - Nov 8, 2024	N/A

Correlation

Correlation between KMID and RFIX is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

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