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:
0.72
XMHQ:
1.13
VIMCX:
1.08
XMHQ:
1.67
VIMCX:
1.13
XMHQ:
1.20
VIMCX:
1.15
XMHQ:
2.00
VIMCX:
2.91
XMHQ:
4.19
VIMCX:
3.50%
XMHQ:
4.93%
VIMCX:
14.12%
XMHQ:
18.28%
VIMCX:
-33.92%
XMHQ:
-58.19%
VIMCX:
-2.40%
XMHQ:
-4.83%
Returns By Period
In the year-to-date period, VIMCX achieves a 5.16% return, which is significantly lower than XMHQ's 5.48% return. Over the past 10 years, VIMCX has underperformed XMHQ with an annualized return of 11.31%, while XMHQ has yielded a comparatively higher 12.15% annualized return.
VIMCX
5.16%
3.08%
7.30%
11.06%
10.08%
11.31%
XMHQ
5.48%
3.18%
2.33%
20.22%
16.61%
12.15%
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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 4.93%.
| 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 | 4.93% | 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
Virtus KAR Mid-Cap Core Fund (VIMCX) and Invesco S&P MidCap Quality ETF (XMHQ) have volatilities of 3.87% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.