KMID vs. BBHM

Last updated Jun 4, 2026

KMID (Virtus KAR Mid-Cap ETF) and BBHM (BBH Select Mid Cap ETF) are both Mid Cap Growth Equities funds. KMID is actively managed, while BBHM is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. KMID charges 0.80%/yr vs 0.81%/yr for BBHM.

Performance

KMID vs. BBHM - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with KMID having a 1.86% return and BBHM slightly lower at 1.78%.

KMID

• 1D: 0.52%
• 1M: 0.10%
• YTD: 1.86%
• 6M: 1.78%
• 1Y: 0.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBHM

• 1D: -0.35%
• 1M: -1.65%
• YTD: 1.78%
• 6M: -0.32%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

KMID vs. BBHM - Yearly Performance Comparison

	2026 (YTD)	2025
KMID Virtus KAR Mid-Cap ETF	1.86%	4.16%
BBHM BBH Select Mid Cap ETF	1.78%	2.74%

Correlation

The correlation between KMID and BBHM is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025	0.79

Return for Risk

KMID vs. BBHM — Risk / Return Rank

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

KMID

KMID Risk / Return Rank: 10
KMID Sharpe Ratio Rank: 10
KMID Sortino Ratio Rank: 9
KMID Omega Ratio Rank: 9
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.

KMID vs. BBHM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and BBH Select Mid Cap ETF (BBHM). 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.

	KMID	BBHM	Difference
Sharpe ratio: Return per unit of total volatility	0.05	—	—
Sortino ratio: Return per unit of downside risk	0.18	—	—
Omega ratio: Gain probability vs. loss probability	1.02	—	—
Calmar ratio: Return relative to maximum drawdown	0.07	—	—
Martin ratio: Return relative to average drawdown	0.17	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	KMID	BBHM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.05	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.03	0.50	-0.53

Drawdowns

KMID vs. BBHM - Drawdown Comparison

The maximum KMID drawdown since its inception was -18.89%, which is greater than BBHM's maximum drawdown of -9.78%. Use the drawdown chart below to compare losses from any high point for KMID and BBHM.

Drawdown Indicators

	KMID	BBHM	Difference
Max Drawdown Largest peak-to-trough decline	-18.89%	-9.78%	-9.11%
Max Drawdown (1Y) Largest decline over 1 year	-10.71%	—	—
Current Drawdown Current decline from peak	-5.28%	-5.28%	0.00%
Average Drawdown Average peak-to-trough decline	-5.77%	-2.71%	-3.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.27%	—	—

Volatility

Volatility by Period

	KMID	BBHM	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.78%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.17%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.34%	17.46%	-3.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.91%	17.46%	-0.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.91%	17.46%	-0.55%

KMID vs. BBHM - Expense Ratio Comparison

KMID has a 0.80% expense ratio, which is lower than BBHM's 0.81% expense ratio.

Dividends

KMID vs. BBHM - Dividend Comparison

KMID's dividend yield for the trailing twelve months is around 0.11%, while BBHM has not paid dividends to shareholders.

Position	TTM	2025	2024
BBHM BBH Select Mid Cap ETF	0.00%	0.00%	0.00%
KMID Virtus KAR Mid-Cap ETF	0.11%	0.06%	0.05%

Frequently Asked Questions

Can I hold both KMID and BBHM in my portfolio?

KMID and BBHM have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, KMID or BBHM?

On fees, KMID is cheaper at 0.80% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, KMID or BBHM?

KMID is cheaper with a 0.80% expense ratio, compared with 0.81% for BBHM.

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

KMID has the higher dividend yield at 0.11%, compared with 0.00% for BBHM.

What is the main difference between KMID and BBHM?

They also come from different issuers: Virtus and BBH. Their fees differ too: 0.80% for KMID and 0.81% for BBHM.