Compare · 2 funds side by side · dividends reinvested

KMID and IJH

KMIDVirtus×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

KMID and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.1

Virtus KAR Mid-Cap ETFUS Stock Styles · Mid cap0.80%0.12%+0.2%+1.1%[…][…]−10.7%15.4%$54M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: KMID 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Virtus KAR Mid-Cap ETF · $54M[…]

KMID

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

KMIDMeasureIJH

+0.2%Year to dateJan 1 → Nov 5+9.5%

+1.1%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.80%Expense ratio$80 · $5 a year on $10k · lower is better0.05%

0.12%Trailing 12-mo yield$12 · $126 a year on $10k1.26%

−10.7%Worst dropSmaller is better−8.8%

15.4%VolatilityLower is calmer15.5%

KMIDIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IJH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KMID vs IJH: Top 5 Holdings

Today

KMID

27.6%in top 5

IJH

in top 53.5%

KMIDStockIJH

6.0%AMEnot top 5

5.8%WSTnot top 5

5.5%TDYnot top 5

5.4%WABnot top 5

4.9%ALLEnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common1.8%

End-of-day Nov 5, 2026 · share of each fund

KMID vs IJH Returns, Every Period

VirtusKMID

+1.1%

past year

IJHiShares

+12.9%

past year

KMIDIJHFaded: behind in that period

0–2IJH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

KMID vs IJH

YTD

VirtusKMID

+0.2%

IJHiShares

+9.5%

+0.2%Year to date+9.5%

−10.7%Worst drop · 1Y−8.8%

15.4%Volatility · 1Y15.5%

0.1%Yield1.3%

$53.9MAssets$121B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KMID, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

KMID0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KMID, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

KMID0.12%$12

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

KMID$12 − $80 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KMID, IJH

Today

1.8%most shared, KMID and IJH

KMIDIJH

KMID—1.8%

IJH1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

KMIDWorst drop−10.7%15.4% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHKMID

+9.5%Year to date+0.2%

1.3%Yield0.1%

+12.9%Past year+1.1%

0.05%Fee0.80%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026