KMID vs. VUS

Last updated Jun 4, 2026

KMID (Virtus KAR Mid-Cap ETF) and VUS (Virtus U.S. Dividend ETF) are both exchange-traded funds - KMID is a Mid Cap Growth Equities fund actively managed by Virtus, while VUS is a Large Cap Blend Equities fund actively managed by Virtus. Both are actively managed. A 0.65 correlation means they provide meaningful diversification when combined. KMID charges 0.80%/yr vs 0.25%/yr for VUS.

Performance

KMID vs. VUS - Performance Comparison

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

Returns By Period

In the year-to-date period, KMID achieves a 1.86% return, which is significantly lower than VUS's 19.93% return.

KMID

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

VUS

• 1D: -0.58%
• 1M: 4.84%
• YTD: 19.93%
• 6M: 20.90%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

KMID vs. VUS - Yearly Performance Comparison

	2026 (YTD)	2025
KMID Virtus KAR Mid-Cap ETF	1.86%	-0.08%
VUS Virtus U.S. Dividend ETF	19.93%	0.81%

Correlation

The correlation between KMID and VUS is 0.65, 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 Dec 4, 2025	0.65

KMID vs. VUS - Sectors Allocation Comparison

Sectors	KMID	VUS
Industrials	49.3%	11.5%
Technology	19.1%	34.7%
Financial Services	12.1%	9.5%
Healthcare	10.8%	8.3%
Consumer Cyclical	8.8%	5.2%
Basic Materials	-	2.7%
Communication Services	-	5.3%
Consumer Defensive	-	3.2%
Energy	-	6.0%
Real Estate	-	10.4%
Utilities	-	3.3%

Return for Risk

KMID vs. VUS — 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. VUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap ETF (KMID) and Virtus U.S. Dividend ETF (VUS). 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	VUS	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	VUS	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	3.23	-3.26

Drawdowns

KMID vs. VUS - Drawdown Comparison

The maximum KMID drawdown since its inception was -18.89%, which is greater than VUS's maximum drawdown of -9.45%. Use the drawdown chart below to compare losses from any high point for KMID and VUS.

Drawdown Indicators

	KMID	VUS	Difference
Max Drawdown Largest peak-to-trough decline	-18.89%	-9.45%	-9.44%
Max Drawdown (1Y) Largest decline over 1 year	-10.71%	—	—
Current Drawdown Current decline from peak	-5.28%	-0.58%	-4.70%
Average Drawdown Average peak-to-trough decline	-5.77%	-1.46%	-4.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.27%	—	—

Volatility

Volatility by Period

	KMID	VUS	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%	14.63%	-0.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.91%	14.63%	+2.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.91%	14.63%	+2.28%

KMID vs. VUS - Expense Ratio Comparison

KMID has a 0.80% expense ratio, which is higher than VUS's 0.25% expense ratio.

Dividends

KMID vs. VUS - Dividend Comparison

KMID's dividend yield for the trailing twelve months is around 0.11%, less than VUS's 0.73% yield.

Position	TTM	2025	2024
KMID Virtus KAR Mid-Cap ETF	0.11%	0.06%	0.05%
VUS Virtus U.S. Dividend ETF	0.73%	0.00%	0.00%

Frequently Asked Questions

Can I hold both KMID and VUS in my portfolio?

KMID and VUS have a correlation of 0.65, 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 VUS?

On fees, VUS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, KMID or VUS?

VUS is cheaper with a 0.25% expense ratio, compared with 0.80% for KMID.

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

VUS has the higher dividend yield at 0.73%, compared with 0.11% for KMID.

What is the main difference between KMID and VUS?

KMID is categorized as Mid Cap Growth Equities, while VUS is Large Cap Blend Equities. Their fees differ too: 0.80% for KMID and 0.25% for VUS.