VIMCX vs. XMHQ
Compare and contrast key facts about Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco S&P MidCap Quality ETF (XMHQ).
VIMCX is managed by Virtus. It was launched on Jun 22, 2009. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMCX or XMHQ.
Correlation
The correlation between VIMCX and XMHQ is 0.79, 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. XMHQ - Performance Comparison
Key characteristics
VIMCX:
0.19
XMHQ:
0.19
VIMCX:
0.36
XMHQ:
0.40
VIMCX:
1.04
XMHQ:
1.05
VIMCX:
0.30
XMHQ:
0.30
VIMCX:
0.70
XMHQ:
0.66
VIMCX:
3.76%
XMHQ:
5.39%
VIMCX:
13.94%
XMHQ:
18.26%
VIMCX:
-33.92%
XMHQ:
-58.19%
VIMCX:
-7.83%
XMHQ:
-11.77%
Returns By Period
In the year-to-date period, VIMCX achieves a -0.69% return, which is significantly higher than XMHQ's -2.21% return. Over the past 10 years, VIMCX has underperformed XMHQ with an annualized return of 10.06%, while XMHQ has yielded a comparatively higher 10.82% annualized return.
VIMCX
-0.69%
-5.56%
-0.96%
0.82%
8.58%
10.06%
XMHQ
-2.21%
-7.45%
-5.13%
0.90%
15.00%
10.82%
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VIMCX vs. XMHQ - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
VIMCX vs. XMHQ — Risk-Adjusted Performance Rank
VIMCX
XMHQ
VIMCX vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco S&P MidCap Quality ETF (XMHQ). 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. XMHQ - Dividend Comparison
VIMCX has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.32%.
| 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% |
XMHQ Invesco S&P MidCap Quality ETF | 5.32% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
VIMCX vs. XMHQ - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for VIMCX and XMHQ. For additional features, visit the drawdowns tool.
Volatility
VIMCX vs. XMHQ - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 2.95%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.98%. This indicates that VIMCX experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.