VKSIX vs. VMGMX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and VMGMX (Vanguard Mid-Cap Growth Index Fund Admiral Shares) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.62%/yr vs 4.83%/yr for VMGMX. Their correlation of 0.88 means they have usually moved in the same direction. VKSIX charges 1.02%/yr vs 0.07%/yr for VMGMX.
Performance
VKSIX vs. VMGMX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.13% return, which is significantly lower than VMGMX's 6.02% return.
VKSIX
- 1D
- -1.64%
- 1M
- -1.07%
- 6M
- -6.03%
- YTD
- -4.13%
- 1Y
- -10.21%
- 3Y*
- 1.38%
- 5Y*
- -0.62%
- 10Y*
- —
- ALL TIME*
- 8.29%
VMGMX
- 1D
- 1.52%
- 1M
- -2.07%
- 6M
- 7.00%
- YTD
- 6.02%
- 1Y
- 3.91%
- 3Y*
- 12.30%
- 5Y*
- 4.83%
- 10Y*
- 11.49%
- ALL TIME*
- 12.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. VMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.13% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 6.02% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -9.94% |
Correlation
The correlation between VKSIX and VMGMX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.88 |
Over the past year, the correlation between VKSIX and VMGMX has dropped to 0.66 - well below their long-term average of 0.88, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. VMGMX — Risk / Return Rank
VKSIX
VMGMX
VKSIX vs. VMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSIX | VMGMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.03 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 0.10 | -0.83 |
| Martin ratioReturn relative to average drawdown | -1.36 | 0.30 | -1.66 |
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Drawdowns
VKSIX vs. VMGMX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, roughly equal to the maximum VMGMX drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for VKSIX and VMGMX.
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Drawdown Indicators
| VKSIX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -37.17% | +1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -15.95% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -21.65% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -37.17% | +4.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.17% | — |
Current DrawdownCurrent decline from peak | -15.47% | -3.76% | -11.71% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -6.97% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.67% | 5.41% | +3.26% |
Volatility
VKSIX vs. VMGMX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.90% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 4.20%. This indicates that VKSIX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 4.20% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 13.95% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 17.30% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.29% | 21.63% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 21.03% | -0.13% |
VKSIX vs. VMGMX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Dividends
VKSIX vs. VMGMX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than VMGMX's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 0.00% | 0.00% | 0.00% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.61% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Frequently Asked Questions
VKSIX and VMGMX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.90%) compared to VMGMX (4.20%). In terms of maximum drawdown, VKSIX dropped -35.59% vs VMGMX's -37.17%.
VMGMX currently has the higher Sharpe Ratio (0.09 vs -0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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