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:
0.55
XMHQ:
0.97
VIMCX:
0.84
XMHQ:
1.46
VIMCX:
1.10
XMHQ:
1.17
VIMCX:
0.75
XMHQ:
1.72
VIMCX:
2.50
XMHQ:
4.03
VIMCX:
3.10%
XMHQ:
4.40%
VIMCX:
14.19%
XMHQ:
18.24%
VIMCX:
-33.92%
XMHQ:
-58.19%
VIMCX:
-6.27%
XMHQ:
-8.80%
Returns By Period
In the year-to-date period, VIMCX achieves a 6.24% return, which is significantly lower than XMHQ's 18.06% return. Over the past 10 years, VIMCX has underperformed XMHQ with an annualized return of 10.60%, while XMHQ has yielded a comparatively higher 11.43% annualized return.
VIMCX
6.24%
-4.89%
3.85%
6.98%
9.48%
10.60%
XMHQ
18.06%
-6.71%
1.43%
17.22%
15.46%
11.43%
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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 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 5.14%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.14% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% | 1.11% |
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 4.33%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 5.89%. 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.