VKSIX vs. IWP
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and iShares Russell Mid-Cap Growth ETF (IWP).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. IWP is a passively managed fund by iShares that tracks the performance of the Russell Midcap Growth Index. It was launched on Jul 17, 2001.
Performance
VKSIX vs. IWP - Performance Comparison
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VKSIX vs. IWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -6.61% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
IWP iShares Russell Mid-Cap Growth ETF | -5.91% | 8.45% | 21.86% | 25.70% | -26.90% | 12.60% | 35.25% | 35.04% | -7.29% |
Returns By Period
In the year-to-date period, VKSIX achieves a -6.61% return, which is significantly lower than IWP's -5.91% return.
VKSIX
- 1D
- 2.55%
- 1M
- -8.69%
- YTD
- -6.61%
- 6M
- -10.38%
- 1Y
- -7.96%
- 3Y*
- 3.69%
- 5Y*
- 0.09%
- 10Y*
- —
IWP
- 1D
- 0.52%
- 1M
- -5.80%
- YTD
- -5.91%
- 6M
- -9.13%
- 1Y
- 9.02%
- 3Y*
- 12.74%
- 5Y*
- 4.89%
- 10Y*
- 11.47%
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VKSIX vs. IWP - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than IWP's 0.23% expense ratio.
Return for Risk
VKSIX vs. IWP — Risk / Return Rank
VKSIX
IWP
VKSIX vs. IWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and iShares Russell Mid-Cap Growth ETF (IWP). 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.
| VKSIX | IWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.39 | -0.78 |
Sortino ratioReturn per unit of downside risk | -0.46 | 0.73 | -1.19 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.10 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.68 | -1.12 |
Martin ratioReturn relative to average drawdown | -1.22 | 2.10 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VKSIX | IWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.39 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.22 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.41 | -0.01 |
Correlation
The correlation between VKSIX and IWP 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.
Dividends
VKSIX vs. IWP - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.37%, more than IWP's 0.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.37% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
IWP iShares Russell Mid-Cap Growth ETF | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Drawdowns
VKSIX vs. IWP - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum IWP drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for VKSIX and IWP.
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Drawdown Indicators
| VKSIX | IWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -56.92% | +21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -14.79% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -38.62% | +6.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.62% | — |
Current DrawdownCurrent decline from peak | -17.65% | -11.22% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -9.71% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 4.76% | +1.35% |
Volatility
VKSIX vs. IWP - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 5.13%, while iShares Russell Mid-Cap Growth ETF (IWP) has a volatility of 7.02%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than IWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | IWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 7.02% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 13.18% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 23.08% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 22.34% | -3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 21.63% | -0.56% |