Compare · 2 funds side by side · dividends reinvested

KMID and MDY

KMIDVirtus×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 04

KMID and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.2B1.1

Virtus KAR Mid-Cap ETFUS Stock Styles · Mid cap0.80%0.11%+4.1%+4.5%[…][…]−10.7%14.9%$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 4, 2026 · returns include dividends · since: KMID 2024 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Virtus KAR Mid-Cap ETF · $54M[…]

KMID

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B$14,436

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

KMIDMeasureMDY

+4.1%Year to dateJan 1 → Nov 4+13.6%

+4.5%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.80%Expense ratio$80 · $23 a year on $10k · lower is better0.23%

0.11%Trailing 12-mo yield$11 · $103 a year on $10k1.03%

−10.7%Worst dropSmaller is better−8.8%

14.9%VolatilityLower is calmer14.9%

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

0–5MDY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KMID vs MDY: Top 5 Holdings

Today

KMID

28.4%in top 5

MDY

in top 53.8%

KMIDStockMDY

6.4%AMEnot top 5

5.8%WSTnot top 5

5.8%TDYnot top 5

5.4%WABnot top 5

4.9%ALLEnot top 5

not top 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common1.8%

End-of-day Nov 4, 2026 · share of each fund

KMID vs MDY Returns, Every Period

VirtusKMID

+4.5%

past year

MDYSPDR

+16.0%

past year

KMIDMDYFaded: behind in that period

0–2MDY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

KMID vs MDY

YTD

VirtusKMID

+4.1%

MDYSPDR

+13.6%

+4.1%Year to date+13.6%

−10.7%Worst drop · 1Y−8.8%

14.9%Volatility · 1Y14.9%

0.1%Yield1.0%

$53.9MAssets$26.2B

3–0MDY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KMID, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

KMID0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KMID, MDY

1.03%highest, MDY

FundTrailing yieldYield$10k

MDY1.03%$103

KMID0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

KMID$11 − $80 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KMID, MDY

Today

1.8%most shared, KMID and MDY

KMIDMDY

KMID—1.8%

MDY1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%MDY, at 14.9% volatility

KMIDWorst drop−10.7%14.9% vol

MDYWorst drop−8.8%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MDYKMID

+13.6%Year to date+4.1%

1.0%Yield0.1%

+16.0%Past year+4.5%

0.23%Fee0.80%

4–0MDY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026