VKSIX vs. IJH
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and iShares Core S&P Mid-Cap ETF (IJH).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or IJH.
Key characteristics
| VKSIX | IJH | |
|---|---|---|
| YTD Return | 15.62% | 20.05% |
| 1Y Return | 34.47% | 38.95% |
| 3Y Return (Ann) | 2.25% | 6.02% |
| 5Y Return (Ann) | 12.34% | 12.25% |
| Sharpe Ratio | 2.16 | 2.29 |
| Sortino Ratio | 3.01 | 3.22 |
| Omega Ratio | 1.36 | 1.40 |
| Calmar Ratio | 1.53 | 2.57 |
| Martin Ratio | 10.88 | 13.72 |
| Ulcer Index | 3.05% | 2.73% |
| Daily Std Dev | 15.31% | 16.35% |
| Max Drawdown | -35.59% | -55.07% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VKSIX and IJH is 0.89, 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
VKSIX vs. IJH - Performance Comparison
In the year-to-date period, VKSIX achieves a 15.62% return, which is significantly lower than IJH's 20.05% 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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VKSIX vs. IJH - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than IJH's 0.06% expense ratio.
Risk-Adjusted Performance
VKSIX vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and iShares Core S&P Mid-Cap ETF (IJH). 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
VKSIX vs. IJH - Dividend Comparison
VKSIX has not paid dividends to shareholders, while IJH's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.22% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
VKSIX vs. IJH - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for VKSIX and IJH. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. IJH - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 3.84%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 5.26%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.