KMID vs. IBIC
KMID (Virtus KAR Mid-Cap ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - KMID is a Mid Cap Growth Equities fund actively managed by Virtus, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. KMID is actively managed, while IBIC is passively managed. Over the past year, KMID returned -0.24% vs 4.40% for IBIC. At a correlation of -0.18, they often move in opposite directions. KMID charges 0.80%/yr vs 0.10%/yr for IBIC.
Performance
KMID vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, KMID achieves a 1.82% return, which is significantly lower than IBIC's 2.33% return.
KMID
- 1D
- 0.95%
- 1M
- 0.89%
- YTD
- 1.82%
- 6M
- 0.24%
- 1Y
- -0.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- -0.10%
- 1M
- 0.02%
- YTD
- 2.33%
- 6M
- 2.35%
- 1Y
- 4.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KMID vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
KMID Virtus KAR Mid-Cap ETF | 1.82% | 0.31% | -3.02% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.33% | 4.96% | 0.68% |
Correlation
The correlation between KMID and IBIC is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2024 | -0.18 |
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Return for Risk
KMID vs. IBIC — Risk / Return Rank
KMID
IBIC
KMID vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| KMID | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.97 | ||
| Sortino ratioReturn per unit of downside risk | -8.78 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 2.21 | -1.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 16.49 | -16.51 |
| Martin ratioReturn relative to average drawdown | -0.06 | 57.80 | -57.85 |
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Drawdowns
KMID vs. IBIC - Drawdown Comparison
The maximum KMID drawdown since its inception was -18.89%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for KMID and IBIC.
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Drawdown Indicators
| KMID | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.89% | -0.90% | -17.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | -0.27% | -10.44% |
Current DrawdownCurrent decline from peak | -5.32% | -0.17% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -0.10% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 0.08% | +4.29% |
Volatility
KMID vs. IBIC - Volatility Comparison
Virtus KAR Mid-Cap ETF (KMID) has a higher volatility of 5.06% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.19%. This indicates that KMID's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KMID | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 0.19% | +4.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 0.67% | +11.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 0.90% | +13.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 1.56% | +15.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 1.56% | +15.42% |
KMID vs. IBIC - Expense Ratio Comparison
KMID has a 0.80% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
KMID vs. IBIC - Dividend Comparison
KMID's dividend yield for the trailing twelve months is around 0.11%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
KMID Virtus KAR Mid-Cap ETF | 0.11% | 0.06% | 0.05% | 0.00% |
Frequently Asked Questions
KMID and IBIC have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KMID has higher volatility (5.06%) compared to IBIC (0.19%). In terms of maximum drawdown, KMID dropped -18.89% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.40% vs -0.24% for KMID. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIC has performed better with a 4.40% return vs -0.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.80% for KMID.
IBIC has the higher dividend yield at 3.59%, compared with 0.11% for KMID.
KMID is categorized as Mid Cap Growth Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Virtus and iShares. Their fees differ too: 0.80% for KMID and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.95 vs -0.02), 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.
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