KMID vs VMAX
Comparison between VIRTUS KAR MID-CAP ETF (KMID, ETF) and HARTFORD US VALUE ETF (VMAX, ETF).
KMID vs VMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KMID
$47M
VMAX
$47M
Expense Ratio
KMID
0.80%
Winner
VMAX
0.29%
Max Drawdown
Winner
KMID
18.93%
VMAX
19.86%
Sharpe Ratio
KMID
-0.12
Winner
VMAX
1.75
5Y Beta
Winner
KMID
0.80
VMAX
0.83
P/E Ratio
KMID
30.69
Winner
VMAX
14.86
Forward P/E
KMID
24.39
Winner
VMAX
12.68
PEG Ratio
KMID
1.63
Winner
VMAX
0.21
5Y EPS CAGR
KMID
14.91%
Winner
VMAX
17.02%
Debt to Equity
KMID
17.91%
Winner
VMAX
-25.18%
P/S Ratio
KMID
3.94
Winner
VMAX
1.37
P/B Ratio
KMID
5.75
Winner
VMAX
2.30
KMID vs VMAX - Holdings Comparison
KMID and VMAX have 5 common holdings. Overlap is 2.58%
KMID's top 25 holdings weight is 100.01%. VMAX's top 25 holdings weight is 41.46%.
| Rank | KMID | VMAX |
|---|---|---|
| #1 | CASH (n/a) - 7.74% | ALPHABET INC CLASS A (GOOGL) - 2.27% |
| #2 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 6.45% | BANK OF NEW YORK MELLON CORP (BNY) - 2.25% |
| #3 | AMETEK INC (AME) - 5.93% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.25% |
| #4 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 5.65% | STATE STREET CORP (STT) - 2.13% |
| #5 | TELEDYNE TECHNOLOGIES INC (TDY) - 5.51% | CITIGROUP INC (C) - 1.99% |
| #6 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 4.97% | U.S. BANCORP (USB) - 1.86% |
| #7 | ROSS STORES INC (ROST) - 4.61% | MERCK & CO INC (MRK) - 1.76% |
| #8 | WEST PHARMACEUTICAL SERVICES INC (WST) - 4.54% | APA CORP (APA) - 1.75% |
| #9 | VERISK ANALYTICS INC (VRSK) - 3.98% | CONOCOPHILLIPS (COP) - 1.70% |
| #10 | HEICO CORP CLASS A (HEI-A) - 3.93% | BLOCK INC CLASS A (XYZ) - 1.58% |
| #11 | MSCI INC (MSCI) - 3.87% | TARGET CORP (TGT) - 1.58% |
| #12 | EMCOR GROUP INC (EME) - 3.86% | VERIZON COMMUNICATIONS INC (VZ) - 1.58% |
| #13 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.60% | NEWMONT CORP (NEM) - 1.57% |
| #14 | LENNOX INTERNATIONAL INC (LII) - 3.43% | MACY'S INC (M) - 1.57% |
| #15 | ALIGN TECHNOLOGY INC (ALGN) - 3.43% | JOHNSON & JOHNSON (JNJ) - 1.56% |
| #16 | ALLEGION PLC (ALLE) - 3.42% | EXXON MOBIL CORP (XOM) - 1.56% |
| #17 | HOULIHAN LOKEY INC CLASS A (HLI) - 3.30% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.48% |
| #18 | ROLLINS INC (ROL) - 3.18% | EOG RESOURCES INC (EOG) - 1.46% |
| #19 | JACK HENRY & ASSOCIATES INC (JKHY) - 3.09% | NORTHERN TRUST CORP (NTRS) - 1.45% |
| #20 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 2.89% | n/a (DELL) - 1.45% |
| #21 | NORDSON CORP (NDSN) - 2.74% | n/a (WFRD) - 1.39% |
| #22 | PENTAIR PLC (PNR) - 2.56% | WESTERN DIGITAL CORP (WDC) - 1.35% |
| #23 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.47% | LINCOLN NATIONAL CORP (LNC) - 1.33% |
| #24 | THE COOPER COMPANIES INC (COO) - 2.47% | ELEVANCE HEALTH INC (ELV) - 1.32% |
| #25 | EQUIFAX INC (EFX) - 2.39% | GILEAD SCIENCES INC (GILD) - 1.27% |
| Total Holdings | 25 | 142 |
KMID vs VMAX - Historical Returns
Returns include dividend reinvestment.
1M
KMID
+1.92%
Winner
VMAX
+4.45%
3M
KMID
+5.14%
Winner
VMAX
+13.14%
6M
KMID
+2.07%
Winner
VMAX
+14.90%
1Y
KMID
+1.96%
Winner
VMAX
+29.35%
Max(CAGR)
KMID
+0.16%
Winner
VMAX
+22.07%
KMID vs VMAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | KMID | VMAX |
|---|---|---|
| 2026 | +2.39% | +13.92% |
| 2025 | +0.93% | +15.61% |
| 2024 | -2.93% | +15.56% |
| 2023 | N/A | +6.98% |
KMID vs VMAX 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 VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current KMID drawdown is -4.24%.
| Rank | KMID | VMAX |
|---|---|---|
| #1 | -18.89% Nov 29, 2024 - Apr 8, 2025 | -19.05% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -2.53% Nov 8, 2024 - Nov 25, 2024 | -6.66% Jul 31, 2024 - Aug 23, 2024 |
| #3 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -5.67% Mar 28, 2024 - Jul 15, 2024 |
| #4 | -0.33% Nov 25, 2024 - Nov 29, 2024 | -4.93% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -0.10% Oct 16, 2024 - Oct 18, 2024 | -4.51% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -0.06% Nov 6, 2024 - Nov 8, 2024 | -4.41% Feb 20, 2026 - Apr 8, 2026 |
| #7 | N/A | -3.45% Oct 8, 2025 - Oct 27, 2025 |
| #8 | N/A | -3.13% Oct 17, 2024 - Nov 6, 2024 |
| #9 | N/A | -2.53% Jan 8, 2024 - Jan 25, 2024 |
| #10 | N/A | -2.50% Jul 16, 2024 - Jul 31, 2024 |
| #11 | N/A | -2.26% Dec 11, 2025 - Dec 24, 2025 |
| #12 | N/A | -2.26% Oct 27, 2025 - Nov 12, 2025 |
| #13 | N/A | -2.19% Jan 6, 2026 - Jan 26, 2026 |
| #14 | N/A | -1.91% Feb 9, 2026 - Feb 20, 2026 |
| #15 | N/A | -1.82% Feb 12, 2024 - Feb 15, 2024 |
Correlation
Correlation between KMID and VMAX is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (2024 - 2026)
KMID vs VMAX dividend yield comparison.
| Year | KMID | VMAX |
|---|---|---|
| 2026 | 0.06% | 0.40% |
| 2025 | 0.06% | 2.14% |
| 2024 | 0.05% | 1.95% |
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