DPRE vs. KMID

Last updated Jul 28, 2026

DPRE (Virtus Duff & Phelps Real Estate Income ETF) and KMID (Virtus KAR Mid-Cap ETF) are both exchange-traded funds - DPRE is a REIT fund actively managed by Virtus, while KMID is a Mid Cap Growth Equities fund actively managed by Virtus. Both are actively managed. Their 0.41 correlation means their historical movements had little consistent relationship. DPRE charges 0.59%/yr vs 0.80%/yr for KMID.

Performance

DPRE vs. KMID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Duff & Phelps Real Estate Income ETF (DPRE) and Virtus KAR Mid-Cap ETF (KMID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DPRE

• 1D: -0.27%
• 1M: 2.09%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

KMID

• 1D: 0.83%
• 1M: 2.30%
• 6M: -0.22%
• YTD: 4.12%
• 1Y: -0.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 0.72%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DPRE Virtus Duff & Phelps Real Estate Income ETF	$31.14K	$83.65K	$60.32K
KMID Virtus KAR Mid-Cap ETF	$184.71K	$199.11K	$279.93K

DPRE vs. KMID - Yearly Performance Comparison

	2026 (YTD)
DPRE Virtus Duff & Phelps Real Estate Income ETF	9.36%
KMID Virtus KAR Mid-Cap ETF	1.03%

Correlation

The correlation between DPRE and KMID is 0.41, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 15, 2026	0.41

Return for Risk

DPRE vs. KMID — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DPRE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

KMID

KMID Risk / Return Rank: 10
KMID Sharpe Ratio Rank: 11
KMID Sortino Ratio Rank: 10
KMID Omega Ratio Rank: 10
KMID Calmar Ratio Rank: 10
KMID Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DPRE vs. KMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Real Estate Income ETF (DPRE) and Virtus KAR Mid-Cap ETF (KMID). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DPRE	KMID	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.06	—
Sortino ratio: Return per unit of downside risk	—	0.02	—
Omega ratio: Gain probability vs. loss probability	—	1.00	—
Calmar ratio: Return relative to maximum drawdown	—	-0.09	—
Martin ratio: Return relative to average drawdown	—	-0.22	—

Drawdowns

DPRE vs. KMID - Drawdown Comparison

The maximum DPRE drawdown since its inception was -3.57%, smaller than the maximum KMID drawdown of -18.89%. Use the drawdown chart below to compare losses from any high point for DPRE and KMID.

Drawdown Indicators

	DPRE	KMID	Difference
Max Drawdown Largest peak-to-trough decline	-3.57%	-18.89%	+15.32%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.71%	—
Current Drawdown Current decline from peak	-0.27%	-3.18%	+2.91%
Average Drawdown Average peak-to-trough decline	-0.82%	-5.65%	+4.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.46%	—

Volatility

Volatility by Period

	DPRE	KMID	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.03%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.33%	14.87%	+0.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.33%	16.72%	-1.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.33%	16.72%	-1.39%

DPRE vs. KMID - Expense Ratio Comparison

DPRE has a 0.59% expense ratio, which is lower than KMID's 0.80% expense ratio.

Dividends

DPRE vs. KMID - Dividend Comparison

DPRE's dividend yield for the trailing twelve months is around 0.90%, more than KMID's 0.11% yield.

Position	TTM	2025	2024
DPRE Virtus Duff & Phelps Real Estate Income ETF	0.90%	0.00%	0.00%
KMID Virtus KAR Mid-Cap ETF	0.11%	0.06%	0.05%

Frequently Asked Questions

Can I hold both DPRE and KMID in my portfolio?

DPRE and KMID have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DPRE or KMID?

On fees, DPRE is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DPRE or KMID?

DPRE is cheaper with a 0.59% expense ratio, compared with 0.80% for KMID.

Which ETF pays a higher dividend yield, DPRE or KMID?

DPRE has the higher dividend yield at 0.90%, compared with 0.11% for KMID.

What is the main difference between DPRE and KMID?

DPRE is categorized as REIT, while KMID is Mid Cap Growth Equities. Their fees differ too: 0.59% for DPRE and 0.80% for KMID.