VKSIX vs. VXF
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and Vanguard Extended Market ETF (VXF).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Performance
VKSIX vs. VXF - Performance Comparison
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VKSIX vs. VXF - 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% |
VXF Vanguard Extended Market ETF | -0.59% | 11.40% | 16.89% | 25.51% | -26.52% | 12.31% | 32.45% | 27.96% | -9.98% |
Returns By Period
In the year-to-date period, VKSIX achieves a -6.61% return, which is significantly lower than VXF's -0.59% return.
VKSIX
- 1D
- 2.55%
- 1M
- -8.69%
- YTD
- -6.61%
- 6M
- -10.38%
- 1Y
- -7.96%
- 3Y*
- 3.69%
- 5Y*
- 0.09%
- 10Y*
- —
VXF
- 1D
- 0.69%
- 1M
- -4.65%
- YTD
- -0.59%
- 6M
- -0.70%
- 1Y
- 21.08%
- 3Y*
- 15.35%
- 5Y*
- 4.13%
- 10Y*
- 11.00%
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VKSIX vs. VXF - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VXF's 0.06% expense ratio.
Return for Risk
VKSIX vs. VXF — Risk / Return Rank
VKSIX
VXF
VKSIX vs. VXF - 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 Extended Market ETF (VXF). 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 | VXF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.92 | -1.31 |
Sortino ratioReturn per unit of downside risk | -0.46 | 1.42 | -1.88 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.19 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.48 | -1.93 |
Martin ratioReturn relative to average drawdown | -1.22 | 6.06 | -7.28 |
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 | VXF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.92 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.19 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.43 | -0.04 |
Correlation
The correlation between VKSIX and VXF 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. VXF - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.37%, less than VXF's 1.17% 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% |
VXF Vanguard Extended Market ETF | 1.17% | 1.14% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% |
Drawdowns
VKSIX vs. VXF - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum VXF drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for VKSIX and VXF.
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Drawdown Indicators
| VKSIX | VXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -58.03% | +22.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -14.68% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -36.39% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.72% | — |
Current DrawdownCurrent decline from peak | -17.65% | -6.47% | -11.18% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -9.61% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 3.59% | +2.52% |
Volatility
VKSIX vs. VXF - Volatility Comparison
The current volatility for Virtus KAR Small-Mid Cap Core Fund (VKSIX) is 5.13%, while Vanguard Extended Market ETF (VXF) has a volatility of 6.89%. This indicates that VKSIX experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKSIX | VXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 6.89% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 13.50% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 23.05% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 22.35% | -3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 22.25% | -1.18% |