VKSIX vs. IJH

In the year-to-date period, VKSIX achieves a -2.56% return, which is significantly higher than IJH's -5.21% return.

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VKSIX has a 1.02% expense ratio, which is higher than IJH's 0.06% expense ratio.

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.

The current VKSIX Sharpe Ratio is 0.10, which is higher than the IJH Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of VKSIX and IJH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VKSIX's dividend yield for the trailing twelve months is around 0.45%, less than IJH's 1.41% yield.

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.

The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 6.49%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 7.01%. 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.