SFYX vs. KMID

Last updated Jun 24, 2026

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

Performance

SFYX vs. KMID - Performance Comparison

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

Returns By Period

SFYX

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

KMID

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

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

SFYX vs. KMID - Yearly Performance Comparison

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

Correlation

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

SFYX vs. KMID - Sectors Allocation Comparison

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

Return for Risk

SFYX vs. KMID — Risk / Return Rank

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

SFYX

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

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

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.

SFYX vs. KMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Next 500 ETF (SFYX) 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.

	SFYX	KMID	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

	SFYX	KMID	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

	SFYX	KMID	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%	—

SFYX vs. KMID - Expense Ratio Comparison

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

Dividends

SFYX vs. KMID - Dividend Comparison

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

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 SFYX and KMID in my portfolio?

SFYX and KMID 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, SFYX or KMID?

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, SFYX or KMID?

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

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

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

What is the main difference between SFYX and KMID?

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