VKSIX vs. IWR
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and iShares Russell Midcap ETF (IWR).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001.
Performance
VKSIX vs. IWR - Performance Comparison
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VKSIX vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -8.94% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
IWR iShares Russell Midcap ETF | 1.27% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -8.55% |
Returns By Period
In the year-to-date period, VKSIX achieves a -8.94% return, which is significantly lower than IWR's 1.27% return.
VKSIX
- 1D
- 0.11%
- 1M
- -10.60%
- YTD
- -8.94%
- 6M
- -13.34%
- 1Y
- -9.89%
- 3Y*
- 2.82%
- 5Y*
- -0.05%
- 10Y*
- —
IWR
- 1D
- 2.63%
- 1M
- -5.34%
- YTD
- 1.27%
- 6M
- 1.38%
- 1Y
- 15.79%
- 3Y*
- 13.14%
- 5Y*
- 6.77%
- 10Y*
- 10.69%
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VKSIX vs. IWR - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than IWR's 0.19% expense ratio.
Return for Risk
VKSIX vs. IWR — Risk / Return Rank
VKSIX
IWR
VKSIX vs. IWR - 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 Midcap ETF (IWR). 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 | IWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.51 | 0.83 | -1.34 |
Sortino ratioReturn per unit of downside risk | -0.64 | 1.28 | -1.92 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.18 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.65 | 1.22 | -1.88 |
Martin ratioReturn relative to average drawdown | -1.81 | 5.67 | -7.48 |
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 | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | 0.83 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.37 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between VKSIX and IWR is 0.92, 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. IWR - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.38%, less than IWR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.38% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
IWR iShares Russell Midcap ETF | 1.28% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
Drawdowns
VKSIX vs. IWR - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum IWR drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for VKSIX and IWR.
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Drawdown Indicators
| VKSIX | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -58.78% | +23.19% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -13.38% | -3.32% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -26.18% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.59% | — |
Current DrawdownCurrent decline from peak | -19.70% | -5.75% | -13.95% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -7.85% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 2.89% | +3.15% |
Volatility
VKSIX vs. IWR - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 4.21%, while iShares Russell Midcap ETF (IWR) has a volatility of 5.53%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 5.53% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 10.46% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 19.07% | +0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.11% | 18.25% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 19.35% | +1.70% |