TMFM vs. KMID

Last updated Jun 24, 2026

TMFM (Motley Fool Mid-Cap Growth ETF) and KMID (Virtus KAR Mid-Cap ETF) are both Mid Cap Growth Equities funds. Both are actively managed. Over the past year, TMFM returned -21.06% vs -0.30% for KMID. A 0.75 correlation means they provide meaningful diversification when combined. TMFM charges 0.85%/yr vs 0.80%/yr for KMID.

Performance

TMFM vs. KMID - Performance Comparison

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

Returns By Period

In the year-to-date period, TMFM achieves a -11.44% return, which is significantly lower than KMID's 0.87% return.

TMFM

• 1D: 0.39%
• 1M: -0.48%
• YTD: -11.44%
• 6M: -13.39%
• 1Y: -21.06%
• 3Y*: 2.40%
• 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)

TMFM vs. KMID - Yearly Performance Comparison

	2026 (YTD)	2025	2024
TMFM Motley Fool Mid-Cap Growth ETF	-11.44%	-8.98%	-1.15%
KMID Virtus KAR Mid-Cap ETF	0.87%	0.31%	-3.02%

Correlation

The correlation between TMFM and KMID is 0.68, 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	0.68
Correlation (All Time) Calculated using the full available price history since Oct 16, 2024	0.75

The correlation between TMFM and KMID has been stable across timeframes, ranging from 0.68 to 0.75 - a consistent structural relationship.

TMFM vs. KMID - Sectors Allocation Comparison

Sectors	TMFM	KMID
Technology	31.7%	15.8%
Healthcare	24.2%	11.5%
Industrials	20.2%	52.2%
Financial Services	13.6%	11.8%
Real Estate	4.6%	-
Consumer Cyclical	3.4%	8.7%
Consumer Defensive	2.3%	-
Basic Materials	-	-
Communication Services	-	-
Energy	-	-
Utilities	-	-

Return for Risk

TMFM vs. KMID — Risk / Return Rank

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

TMFM

TMFM Risk / Return Rank: 1
TMFM Sharpe Ratio Rank: 1
TMFM Sortino Ratio Rank: 1
TMFM Omega Ratio Rank: 2
TMFM Calmar Ratio Rank: 2
TMFM Martin Ratio Rank: 2

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.

TMFM vs. KMID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Mid-Cap Growth ETF (TMFM) 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.

	TMFM	KMID	Difference
Sharpe ratio: Return per unit of total volatility	-1.12	-0.02	-1.10
Sortino ratio: Return per unit of downside risk	-1.61	0.08	-1.69
Omega ratio: Gain probability vs. loss probability	0.83	1.01	-0.18
Calmar ratio: Return relative to maximum drawdown	-0.77	-0.03	-0.74
Martin ratio: Return relative to average drawdown	-1.36	-0.07	-1.29

TMFM vs. KMID - Sharpe Ratio Comparison

The current TMFM Sharpe Ratio is -1.12, which is lower than the KMID Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of TMFM and KMID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TMFM vs. KMID - Drawdown Comparison

The maximum TMFM drawdown since its inception was -31.75%, which is greater than KMID's maximum drawdown of -18.89%. Use the drawdown chart below to compare losses from any high point for TMFM and KMID.

Drawdown Indicators

	TMFM	KMID	Difference
Max Drawdown Largest peak-to-trough decline	-31.75%	-18.89%	-12.86%
Max Drawdown (1Y) Largest decline over 1 year	-27.34%	-10.71%	-16.63%
Max Drawdown (3Y) Largest decline over 3 years	-31.75%	—	—
Current Drawdown Current decline from peak	-27.94%	-6.21%	-21.73%
Average Drawdown Average peak-to-trough decline	-15.96%	-5.74%	-10.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.47%	4.36%	+11.11%

Volatility

TMFM vs. KMID - Volatility Comparison

Motley Fool Mid-Cap Growth ETF (TMFM) has a higher volatility of 6.85% compared to Virtus KAR Mid-Cap ETF (KMID) at 5.05%. This indicates that TMFM's price experiences larger fluctuations and is considered to be riskier than KMID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TMFM	KMID	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.85%	5.05%	+1.80%
Volatility (6M) Calculated over the trailing 6-month period	15.66%	11.71%	+3.95%
Volatility (1Y) Calculated over the trailing 1-year period	18.93%	14.88%	+4.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.58%	16.99%	+3.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.58%	16.99%	+3.59%

TMFM vs. KMID - Expense Ratio Comparison

TMFM has a 0.85% expense ratio, which is higher than KMID's 0.80% expense ratio.

Dividends

TMFM vs. KMID - Dividend Comparison

TMFM's dividend yield for the trailing twelve months is around 0.07%, less than KMID's 0.12% yield.

Position	TTM	2025	2024	2023
KMID Virtus KAR Mid-Cap ETF	0.12%	0.06%	0.05%	0.00%
TMFM Motley Fool Mid-Cap Growth ETF	0.07%	0.06%	16.27%	2.55%

Frequently Asked Questions

Can I hold both TMFM and KMID in my portfolio?

TMFM and KMID have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TMFM or KMID?

TMFM has higher volatility (6.85%) compared to KMID (5.05%). In terms of maximum drawdown, TMFM dropped -31.75% vs KMID's -18.89%.

Which ETF is better, TMFM or KMID?

On 1-year performance, KMID leads with -0.30% vs -21.06% for TMFM. On fees, KMID is cheaper at 0.80% per year. On volatility, KMID has been the lower-risk option at 5.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TMFM or KMID?

Over the 1-year period, KMID has performed better with a -0.30% return vs -21.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TMFM or KMID?

KMID is cheaper with a 0.80% expense ratio, compared with 0.85% for TMFM.

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

KMID has the higher dividend yield at 0.12%, compared with 0.07% for TMFM.

What is the main difference between TMFM and KMID?

They also come from different issuers: Motley Fool and Virtus. Their fees differ too: 0.85% for TMFM and 0.80% for KMID.

Which has better risk-adjusted returns?

KMID currently has the higher Sharpe Ratio (-0.02 vs -1.12), 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.