StockComparison Logo
vs

KMID vs SPY

Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

KMID vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KMID
$47M
Winner
SPY
$781B
Expense Ratio
KMID
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
KMID
18.93%
SPY
56.47%
Sharpe Ratio
KMID
-0.18
Winner
SPY
1.25
5Y Beta
Winner
KMID
0.80
SPY
1.00
P/E Ratio
KMID
31.48
Winner
SPY
28.78
Forward P/E
KMID
24.14
Winner
SPY
21.23
PEG Ratio
KMID
0.71
SPY
N/A
5Y Dividends CAGR
KMID
N/A
SPY
6.00%
5Y EPS CAGR
KMID
14.06%
Winner
SPY
25.62%
Debt to Equity
Winner
KMID
20.42%
SPY
31.92%
P/S Ratio
KMID
3.83
Winner
SPY
3.76
P/B Ratio
Winner
KMID
5.48
SPY
5.64

KMID vs SPY - Holdings Comparison

KMID and SPY have 21 common holdings. Overlap is 0.90%

KMID's top 25 holdings weight is 95.47%. SPY's top 25 holdings weight is 51.74%.

RankKMIDSPY
#1
AMETEK INC (AME) - 5.95%
NVIDIA CORP (NVDA) - 7.89%
#2
TELEDYNE TECHNOLOGIES INC (TDY) - 5.44%
APPLE INC (AAPL) - 7.37%
#3
MONOLITHIC POWER SYSTEMS INC (MPWR) - 5.26%
MICROSOFT CORP (MSFT) - 4.50%
#4
WEST PHARMACEUTICAL SERVICES INC (WST) - 5.12%
AMAZON.COM INC (AMZN) - 3.82%
#5
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 4.78%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ROSS STORES INC (ROST) - 4.55%
BROADCOM INC (AVGO) - 2.86%
#7
CASH (n/a) - 4.37%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
VERISK ANALYTICS INC (VRSK) - 4.18%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.04%
TESLA INC (TSLA) - 1.70%
#10
HEICO CORP CLASS A (HEI-A) - 3.98%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.90%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MSCI INC (MSCI) - 3.74%
ELI LILLY AND CO (LLY) - 1.40%
#13
ALIGN TECHNOLOGY INC (ALGN) - 3.65%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
LENNOX INTERNATIONAL INC (LII) - 3.57%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ALLEGION PLC (ALLE) - 3.50%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
JACK HENRY & ASSOCIATES INC (JKHY) - 3.31%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
HOULIHAN LOKEY INC CLASS A (HLI) - 3.31%
VISA INC CLASS A (V) - 0.90%
#18
ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.15%
WALMART INC (WMT) - 0.76%
#19
ROLLINS INC (ROL) - 3.03%
INTEL CORP (INTC) - 0.75%
#20
LPL FINANCIAL HOLDINGS INC (LPLA) - 2.93%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
THE COOPER COMPANIES INC (COO) - 2.87%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
GLOBUS MEDICAL INC CLASS A (GMED) - 2.87%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
EMCOR GROUP INC (EME) - 2.77%
ABBVIE INC (ABBV) - 0.66%
#24
NORDSON CORP (NDSN) - 2.68%
CATERPILLAR INC (CAT) - 0.65%
#25
API GROUP CORP (APG) - 2.52%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings27505

KMID vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KMID
+1.13%
SPY
+0.52%
3M
KMID
-1.70%
Winner
SPY
+6.55%
6M
KMID
-1.89%
Winner
SPY
+9.76%
1Y
KMID
+0.60%
Winner
SPY
+20.32%
5Y(CAGR)
KMID
N/A
SPY
+13.01%
10Y(CAGR)
KMID
N/A
SPY
+15.06%
Max(CAGR)
KMID
+0.28%
Winner
SPY
+8.50%

KMID vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKMIDSPY
2026+2.63%+10.11%
2025+0.93%+18.00%
2024-2.93%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

KMID vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current KMID drawdown is -4.02%. The current SPY drawdown is -1.24%.

RankKMIDSPY
#1-18.89%
Nov 29, 2024 - Apr 8, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.53%
Nov 8, 2024 - Nov 25, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.07%
Oct 18, 2024 - Nov 6, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.33%
Nov 25, 2024 - Nov 29, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.10%
Oct 16, 2024 - Oct 18, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.06%
Nov 6, 2024 - Nov 8, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KMID and SPY is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

Dividend Comparison (1999 - 2026)

KMID vs SPY dividend yield comparison.

YearKMIDSPY
20260.06%0.49%
20250.06%1.07%
20240.05%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: KMID vs SPY

More Comparisons

Compare with similar stocks