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.
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
Key characteristics
VKSIX:
0.49
IJH:
0.60
VKSIX:
0.78
IJH:
0.95
VKSIX:
1.09
IJH:
1.11
VKSIX:
0.73
IJH:
1.01
VKSIX:
1.73
IJH:
2.45
VKSIX:
4.08%
IJH:
3.87%
VKSIX:
14.43%
IJH:
15.75%
VKSIX:
-35.59%
IJH:
-55.06%
VKSIX:
-6.97%
IJH:
-8.45%
Returns By Period
In the year-to-date period, VKSIX achieves a 1.33% return, which is significantly higher than IJH's -0.69% return.
VKSIX
1.33%
-3.34%
1.13%
4.84%
10.14%
N/A
IJH
-0.69%
-5.16%
0.78%
7.84%
12.25%
9.17%
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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 Rank
VKSIX
IJH
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 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.34% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
Drawdowns
VKSIX vs. IJH - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum IJH drawdown of -55.06%. 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 3.46%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 4.30%. 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.