VKSIX vs. VTI
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Total Stock Market ETF (VTI).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VKSIX or VTI.
Performance
VKSIX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, VKSIX achieves a 14.93% return, which is significantly lower than VTI's 25.64% return.
VKSIX
14.93%
2.97%
11.53%
25.83%
11.96%
N/A
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| VKSIX | VTI | |
|---|---|---|
| Sharpe Ratio | 1.74 | 2.68 |
| Sortino Ratio | 2.44 | 3.57 |
| Omega Ratio | 1.29 | 1.49 |
| Calmar Ratio | 1.50 | 3.91 |
| Martin Ratio | 8.52 | 17.13 |
| Ulcer Index | 3.09% | 1.96% |
| Daily Std Dev | 15.14% | 12.51% |
| Max Drawdown | -35.59% | -55.45% |
| Current Drawdown | -1.33% | -0.84% |
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VKSIX vs. VTI - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VTI's 0.03% expense ratio.
Correlation
The correlation between VKSIX and VTI 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.
Risk-Adjusted Performance
VKSIX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VKSIX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VKSIX vs. VTI - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VKSIX and VTI. For additional features, visit the drawdowns tool.
Volatility
VKSIX vs. VTI - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.25% and 4.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.