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.
Key characteristics
VIMCX | XMHQ | |
---|---|---|
YTD Return | 6.89% | 17.11% |
1Y Return | 15.11% | 25.96% |
3Y Return (Ann) | 3.54% | 11.71% |
5Y Return (Ann) | 11.95% | 16.66% |
10Y Return (Ann) | 12.69% | 11.94% |
Sharpe Ratio | 1.07 | 1.47 |
Daily Std Dev | 15.01% | 18.70% |
Max Drawdown | -33.92% | -58.19% |
Current Drawdown | -0.44% | -5.78% |
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
In the year-to-date period, VIMCX achieves a 6.89% return, which is significantly lower than XMHQ's 17.11% return. Over the past 10 years, VIMCX has outperformed XMHQ with an annualized return of 12.69%, while XMHQ has yielded a comparatively lower 11.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 2.21%, less than XMHQ's 5.13% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Virtus KAR Mid-Cap Core Fund | 2.21% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% | 5.50% | 1.57% |
Invesco S&P MidCap Quality ETF | 5.13% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.63% | 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 4.42%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 6.04%. 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.