VKSFX vs. BTMFX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.84%/yr vs 8.34%/yr for BTMFX. Their correlation of 0.92 suggests significant overlap in exposure. VKSFX charges 0.94%/yr vs 1.00%/yr for BTMFX.
Performance
VKSFX vs. BTMFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VKSFX achieves a 1.69% return, which is significantly lower than BTMFX's 5.67% return.
VKSFX
- 1D
- 0.10%
- 1M
- 2.00%
- 6M
- -3.41%
- YTD
- 1.69%
- 1Y
- -2.17%
- 3Y*
- 4.84%
- 5Y*
- —
- 10Y*
- —
BTMFX
- 1D
- 0.21%
- 1M
- 2.89%
- 6M
- 2.06%
- YTD
- 5.67%
- 1Y
- 7.68%
- 3Y*
- 8.34%
- 5Y*
- 6.20%
- 10Y*
- 10.27%
VKSFX vs. BTMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.69% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
BTMFX Boston Trust Midcap Fund | 5.67% | 4.29% | 10.27% | 13.06% | -10.91% | 8.37% |
Correlation
The correlation between VKSFX and BTMFX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.92 |
The correlation between VKSFX and BTMFX has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VKSFX vs. BTMFX — Risk / Return Rank
VKSFX
BTMFX
VKSFX vs. BTMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Boston Trust Midcap Fund (BTMFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSFX | BTMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.12 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 0.98 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.39 | 2.70 | -3.09 |
Loading charts...
Drawdowns
VKSFX vs. BTMFX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum BTMFX drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for VKSFX and BTMFX.
Loading charts...
Drawdown Indicators
| VKSFX | BTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -49.26% | +23.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -7.79% | -3.57% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -17.77% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.79% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.14% | — |
Current DrawdownCurrent decline from peak | -9.78% | -0.12% | -9.66% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -6.14% | -4.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.08% | 2.83% | +3.25% |
Volatility
VKSFX vs. BTMFX - Volatility Comparison
Virtus KAR Small-Mid Cap Value Fund (VKSFX) has a higher volatility of 3.71% compared to Boston Trust Midcap Fund (BTMFX) at 3.05%. This indicates that VKSFX's price experiences larger fluctuations and is considered to be riskier than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VKSFX | BTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.05% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 8.14% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 11.79% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 15.74% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 17.36% | +0.69% |
VKSFX vs. BTMFX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than BTMFX's 1.00% expense ratio.
Dividends
VKSFX vs. BTMFX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than BTMFX's 10.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 10.28% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VKSFX and BTMFX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSFX has higher volatility (3.71%) compared to BTMFX (3.05%). In terms of maximum drawdown, VKSFX dropped -25.46% vs BTMFX's -49.26%.
BTMFX currently has the higher Sharpe Ratio (0.65 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VKSFX and BTMFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer