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:
-0.00
IJH:
-0.12
VKSIX:
0.13
IJH:
-0.02
VKSIX:
1.02
IJH:
1.00
VKSIX:
-0.00
IJH:
-0.10
VKSIX:
-0.01
IJH:
-0.38
VKSIX:
5.62%
IJH:
6.64%
VKSIX:
18.64%
IJH:
21.17%
VKSIX:
-35.59%
IJH:
-55.07%
VKSIX:
-15.12%
IJH:
-18.63%
Returns By Period
In the year-to-date period, VKSIX achieves a -7.93% return, which is significantly higher than IJH's -11.73% return.
VKSIX
-7.93%
-5.51%
-11.80%
1.23%
10.93%
N/A
IJH
-11.73%
-7.91%
-13.59%
-1.49%
13.66%
7.69%
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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's dividend yield for the trailing twelve months is around 0.47%, less than IJH's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.47% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.51% | 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 -55.07%. 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 11.92%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 14.14%. 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.