VIMCX vs. SPY
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and SPDR S&P 500 ETF (SPY).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMCX or SPY.
Correlation
The correlation between VIMCX and SPY is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIMCX vs. SPY - Performance Comparison
Key characteristics
VIMCX:
0.12
SPY:
1.47
VIMCX:
0.27
SPY:
2.00
VIMCX:
1.03
SPY:
1.27
VIMCX:
0.20
SPY:
2.21
VIMCX:
0.45
SPY:
9.10
VIMCX:
3.82%
SPY:
2.04%
VIMCX:
13.88%
SPY:
12.64%
VIMCX:
-33.92%
SPY:
-55.19%
VIMCX:
-7.33%
SPY:
-3.05%
Returns By Period
In the year-to-date period, VIMCX achieves a -0.15% return, which is significantly lower than SPY's 1.39% return. Over the past 10 years, VIMCX has underperformed SPY with an annualized return of 10.08%, while SPY has yielded a comparatively higher 12.91% annualized return.
VIMCX
-0.15%
-4.75%
-0.32%
1.36%
10.30%
10.08%
SPY
1.39%
-2.26%
6.50%
18.95%
16.66%
12.91%
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VIMCX vs. SPY - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
VIMCX vs. SPY — Risk-Adjusted Performance Rank
VIMCX
SPY
VIMCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
VIMCX vs. SPY - Dividend Comparison
VIMCX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VIMCX vs. SPY - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VIMCX and SPY. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. SPY - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 3.02%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.36%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.