FFOX vs. KMID

Last updated Jul 15, 2026

FFOX (FundX Future Fund Opportunities ETF) and KMID (Virtus KAR Mid-Cap ETF) are both Mid Cap Growth Equities funds. Both are actively managed. Over the past year, FFOX returned 15.31% vs -0.13% for KMID. A 0.77 correlation means they provide meaningful diversification when combined. FFOX charges 1.02%/yr vs 0.80%/yr for KMID.

Performance

FFOX vs. KMID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Future Fund Opportunities ETF (FFOX) and Virtus KAR Mid-Cap ETF (KMID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FFOX achieves a 7.78% return, which is significantly higher than KMID's 3.26% return.

FFOX

• 1D: 0.33%
• 1M: 1.28%
• 6M: 2.94%
• YTD: 7.78%
• 1Y: 15.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —

KMID

• 1D: -0.09%
• 1M: 0.27%
• 6M: -0.61%
• YTD: 3.26%
• 1Y: -0.13%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FFOX vs. KMID - Yearly Performance Comparison

	2026 (YTD)	2025
FFOX FundX Future Fund Opportunities ETF	7.78%	10.29%
KMID Virtus KAR Mid-Cap ETF	3.26%	-1.52%

Correlation

The correlation between FFOX and KMID is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (All Time) Calculated using the full available price history since Jun 10, 2025	0.77

The correlation between FFOX and KMID has been stable across timeframes, ranging from 0.77 to 0.77 - a consistent structural relationship.

FFOX vs. KMID - Sectors Allocation Comparison

Sectors	FFOX	KMID
Industrials	25.6%	52.2%
Technology	22.0%	15.8%
Healthcare	20.8%	11.5%
Consumer Cyclical	12.1%	8.7%
Financial Services	7.5%	11.8%
Consumer Defensive	5.0%	-
Basic Materials	3.6%	-
Communication Services	2.1%	-
Energy	1.3%	-
Real Estate	-	-
Utilities	-	-

Return for Risk

FFOX vs. KMID — Risk / Return Rank

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

FFOX

FFOX Risk / Return Rank: 31
FFOX Sharpe Ratio Rank: 29
FFOX Sortino Ratio Rank: 30
FFOX Omega Ratio Rank: 27
FFOX Calmar Ratio Rank: 30
FFOX Martin Ratio Rank: 37

KMID

KMID Risk / Return Rank: 9
KMID Sharpe Ratio Rank: 9
KMID Sortino Ratio Rank: 9
KMID Omega Ratio Rank: 9
KMID Calmar Ratio Rank: 9
KMID Martin Ratio Rank: 9

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.

FFOX vs. KMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Future Fund Opportunities ETF (FFOX) 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.

	FFOX	KMID	Difference
Sharpe ratio: Return per unit of total volatility	0.87	-0.01	+0.87
Sortino ratio: Return per unit of downside risk	1.35	0.10	+1.26
Omega ratio: Gain probability vs. loss probability	1.16	1.01	+0.15
Calmar ratio: Return relative to maximum drawdown	1.24	-0.01	+1.25
Martin ratio: Return relative to average drawdown	4.64	-0.03	+4.67

FFOX vs. KMID - Sharpe Ratio Comparison

The current FFOX Sharpe Ratio is 0.87, which is higher than the KMID Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of FFOX and KMID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FFOX vs. KMID - Drawdown Comparison

The maximum FFOX drawdown since its inception was -12.41%, smaller than the maximum KMID drawdown of -18.89%. Use the drawdown chart below to compare losses from any high point for FFOX and KMID.

Drawdown Indicators

	FFOX	KMID	Difference
Max Drawdown Largest peak-to-trough decline	-12.41%	-18.89%	+6.48%
Max Drawdown (1Y) Largest decline over 1 year	-12.41%	-10.71%	-1.70%
Current Drawdown Current decline from peak	-3.83%	-3.98%	+0.15%
Average Drawdown Average peak-to-trough decline	-2.18%	-5.69%	+3.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	4.43%	-1.13%

Volatility

FFOX vs. KMID - Volatility Comparison

FundX Future Fund Opportunities ETF (FFOX) has a higher volatility of 4.53% compared to Virtus KAR Mid-Cap ETF (KMID) at 4.06%. This indicates that FFOX's price experiences larger fluctuations and is considered to be riskier than KMID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FFOX	KMID	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.53%	4.06%	+0.47%
Volatility (6M) Calculated over the trailing 6-month period	14.01%	11.62%	+2.39%
Volatility (1Y) Calculated over the trailing 1-year period	17.77%	14.88%	+2.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.40%	16.83%	+0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.40%	16.83%	+0.57%

FFOX vs. KMID - Expense Ratio Comparison

FFOX has a 1.02% expense ratio, which is higher than KMID's 0.80% expense ratio.

Dividends

FFOX vs. KMID - Dividend Comparison

FFOX's dividend yield for the trailing twelve months is around 1.68%, more than KMID's 0.11% yield.

Position	TTM	2025	2024
FFOX FundX Future Fund Opportunities ETF	1.68%	1.81%	0.00%
KMID Virtus KAR Mid-Cap ETF	0.11%	0.06%	0.05%

Frequently Asked Questions

Can I hold both FFOX and KMID in my portfolio?

FFOX and KMID have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FFOX or KMID?

FFOX has higher volatility (4.53%) compared to KMID (4.06%). In terms of maximum drawdown, FFOX dropped -12.41% vs KMID's -18.89%.

Which ETF is better, FFOX or KMID?

On 1-year performance, FFOX leads with 15.31% vs -0.13% for KMID. On fees, KMID is cheaper at 0.80% per year. On volatility, KMID has been the lower-risk option at 4.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, FFOX or KMID?

Over the 1-year period, FFOX has performed better with a 15.31% return vs -0.13%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, FFOX or KMID?

KMID is cheaper with a 0.80% expense ratio, compared with 1.02% for FFOX.

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

FFOX has the higher dividend yield at 1.68%, compared with 0.11% for KMID.

What is the main difference between FFOX and KMID?

They also come from different issuers: FundX and Virtus. Their fees differ too: 1.02% for FFOX and 0.80% for KMID.

Which has better risk-adjusted returns?

FFOX currently has the higher Sharpe Ratio (0.87 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.