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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
$44M
Winner
SPY
$735B
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
1.62
5Y Beta
Winner
KMID
0.80
SPY
1.00
P/E Ratio
KMID
30.28
Winner
SPY
28.99
Forward P/E
KMID
23.50
Winner
SPY
22.37
PEG Ratio
KMID
1.67
SPY
N/A
5Y Dividends CAGR
KMID
N/A
SPY
5.43%
5Y EPS CAGR
KMID
18.41%
Winner
SPY
26.05%
Debt to Equity
Winner
KMID
20.72%
SPY
32.40%
P/S Ratio
KMID
3.78
Winner
SPY
3.74
P/B Ratio
Winner
KMID
5.40
SPY
5.61

KMID vs SPY - Holdings Comparison

KMID and SPY have 23 common holdings. Overlap is 1.00%

KMID's top 25 holdings weight is 96.74%. SPY's top 25 holdings weight is 52.37%.

RankKMIDSPY
#1
MONOLITHIC POWER SYSTEMS INC (MPWR) - 7.27%
NVIDIA CORP (NVDA) - 8.10%
#2
AMETEK INC (AME) - 6.03%
APPLE INC (AAPL) - 7.02%
#3
TELEDYNE TECHNOLOGIES INC (TDY) - 5.65%
MICROSOFT CORP (MSFT) - 4.79%
#4
CASH (n/a) - 5.51%
AMAZON.COM INC (AMZN) - 4.02%
#5
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 5.07%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.72%
BROADCOM INC (AVGO) - 3.10%
#7
WEST PHARMACEUTICAL SERVICES INC (WST) - 4.55%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ROSS STORES INC (ROST) - 4.49%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
EMCOR GROUP INC (EME) - 4.32%
TESLA INC (TSLA) - 1.89%
#10
ROLLINS INC (ROL) - 3.75%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VERISK ANALYTICS INC (VRSK) - 3.71%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MSCI INC (MSCI) - 3.58%
ELI LILLY AND CO (LLY) - 1.31%
#13
HOULIHAN LOKEY INC CLASS A (HLI) - 3.55%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
HEICO CORP CLASS A (HEI-A) - 3.50%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ALIGN TECHNOLOGY INC (ALGN) - 3.42%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LENNOX INTERNATIONAL INC (LII) - 3.39%
INTEL CORP (INTC) - 0.90%
#17
C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.38%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
JACK HENRY & ASSOCIATES INC (JKHY) - 3.30%
VISA INC CLASS A (V) - 0.85%
#19
ALLEGION PLC (ALLE) - 2.73%
WALMART INC (WMT) - 0.81%
#20
PENTAIR PLC (PNR) - 2.71%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
LPL FINANCIAL HOLDINGS INC (LPLA) - 2.68%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
NORDSON CORP (NDSN) - 2.68%
CATERPILLAR INC (CAT) - 0.66%
#23
THE COOPER COMPANIES INC (COO) - 2.49%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
EQUIFAX INC (EFX) - 2.27%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.99%
ABBVIE INC (ABBV) - 0.58%
Total Holdings27505

KMID vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
KMID
-1.26%
Winner
SPY
+1.90%
3M
KMID
-2.51%
Winner
SPY
+8.55%
6M
KMID
+0.60%
Winner
SPY
+8.18%
1Y
KMID
-0.00%
Winner
SPY
+25.79%
5Y(CAGR)
KMID
N/A
SPY
+13.32%
10Y(CAGR)
KMID
N/A
SPY
+15.19%
Max(CAGR)
KMID
-0.85%
Winner
SPY
+8.47%

KMID vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKMIDSPY
2026+0.71%+8.26%
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 -5.81%. The current SPY drawdown is -2.90%.

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 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28
-101

Dividend Comparison (1999 - 2026)

KMID vs SPY dividend yield comparison.

YearKMIDSPY
20260.06%0.24%
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%

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