KMID vs. SFYX

Last updated Jun 24, 2026

KMID (Virtus KAR Mid-Cap ETF) and SFYX (SoFi Next 500 ETF) are both Mid Cap Growth Equities funds. KMID is actively managed, while SFYX is passively managed. A 0.67 correlation means they provide meaningful diversification when combined. KMID charges 0.80%/yr vs 0.00%/yr for SFYX.

Performance

KMID vs. SFYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Mid-Cap ETF (KMID) and SoFi Next 500 ETF (SFYX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

KMID

• 1D: -1.17%
• 1M: -0.06%
• YTD: 0.87%
• 6M: -0.56%
• 1Y: -0.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SFYX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

KMID vs. SFYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
KMID Virtus KAR Mid-Cap ETF	0.87%	0.31%	-3.02%
SFYX SoFi Next 500 ETF	5.66%	14.25%	0.18%

Correlation

The correlation between KMID and SFYX is 0.57, 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	0.57
Correlation (All Time) Calculated using the full available price history since Oct 16, 2024	0.67

The correlation between KMID and SFYX has been stable across timeframes, ranging from 0.57 to 0.67 - a consistent structural relationship.

KMID vs. SFYX - Sectors Allocation Comparison

Sectors	KMID	SFYX
Industrials	52.2%	22.3%
Technology	15.8%	16.0%
Financial Services	11.8%	15.0%
Healthcare	11.5%	12.0%
Consumer Cyclical	8.7%	9.9%
Basic Materials	-	3.4%
Communication Services	-	4.0%
Consumer Defensive	-	3.0%
Energy	-	4.8%
Real Estate	-	7.3%
Utilities	-	2.3%

Return for Risk

KMID vs. SFYX — Risk / Return Rank

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

KMID

KMID Risk / Return Rank: 8
KMID Sharpe Ratio Rank: 9
KMID Sortino Ratio Rank: 8
KMID Omega Ratio Rank: 8
KMID Calmar Ratio Rank: 9
KMID Martin Ratio Rank: 9

SFYX

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

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. SFYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and SoFi Next 500 ETF (SFYX). 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	SFYX	Difference
Sharpe ratio: Return per unit of total volatility	-0.02	—	—
Sortino ratio: Return per unit of downside risk	0.08	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	-0.03	—	—
Martin ratio: Return relative to average drawdown	-0.07	—	—

Drawdowns

Drawdown Indicators

	KMID	SFYX	Difference
Max Drawdown Largest peak-to-trough decline	-18.89%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-10.71%	—	—
Current Drawdown Current decline from peak	-6.21%	—	—
Average Drawdown Average peak-to-trough decline	-5.74%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.36%	—	—

Volatility

Volatility by Period

	KMID	SFYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.05%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.71%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.88%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.99%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.99%	—	—

KMID vs. SFYX - Expense Ratio Comparison

KMID has a 0.80% expense ratio, which is higher than SFYX's 0.00% expense ratio.

Dividends

KMID vs. SFYX - Dividend Comparison

KMID's dividend yield for the trailing twelve months is around 0.12%, while SFYX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
KMID Virtus KAR Mid-Cap ETF	0.12%	0.06%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%
SFYX SoFi Next 500 ETF	1.36%	1.44%	1.25%	1.51%	1.56%	0.90%	1.16%	1.02%

Frequently Asked Questions

Can I hold both KMID and SFYX in my portfolio?

KMID and SFYX have a correlation of 0.57, 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 SFYX?

On fees, SFYX is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, KMID or SFYX?

SFYX is cheaper with a 0.00% expense ratio, compared with 0.80% for KMID.

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

SFYX has the higher dividend yield at 1.36%, compared with 0.12% for KMID.

What is the main difference between KMID and SFYX?

They also come from different issuers: Virtus and Toroso Investments. Their fees differ too: 0.80% for KMID and 0.00% for SFYX.