Compare KMID and MVFD

KMID and MVFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.27%+24.8%+26.5%[…][…]−9.1%14.9%$142M1.3

Virtus KAR Mid-Cap ETFUS Stock Styles · Mid cap0.80%0.11%+4.1%+4.5%[…][…]−10.7%14.9%$54M1.7

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 · MVFD 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus KAR Mid-Cap ETF · $54M[…]

KMID

MVFD

Monarch Volume Factor Dividend Tree ETF · $142M[…]

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

KMIDMeasureMVFD

+4.1%Year to dateJan 1 → Nov 4+24.8%

+4.5%1 yearTotal return+26.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.80%Expense ratio$80 · $110 a year on $10k · lower is better1.10%

0.11%Trailing 12-mo yield$11 · $127 a year on $10k1.27%

−10.7%Worst dropSmaller is better−9.1%

14.9%VolatilityLower is calmer14.9%

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

1–4MVFD 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 MVFD: Top 5 Holdings

Today

KMID

28.4%in top 5

MVFD

in top 515.9%

KMIDStockMVFD

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 5LW3.5%

not top 5VRSK3.2%

not top 5ADP3.1%

not top 5RHI3.1%

not top 5TTEK3.0%

Held in common3.2%

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

KMID vs MVFD Returns, Every Period

1Y

VirtusKMID

+4.5%

past year

MVFDMonarch

+26.5%

past year

KMIDMVFDFaded: behind in that period

0–2MVFD wins

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

Stocks vs Income: KMID vs MVFD

YTD

VirtusKMID

+4.1%

MVFDMonarch

+24.8%

+4.1%Year to date+24.8%

−10.7%Worst drop · 1Y−9.1%

14.9%Volatility · 1Y14.9%

0.1%Yield1.3%

$53.5MAssets$142M

3–0MVFD wins

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

Cost, Income and Risk

Fees: KMID, MVFD

Today

0.80%lowest, KMID

FundExpense ratioFee$10k

KMID0.80%$80

MVFD1.10%$110

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

Yields: KMID, MVFD

1Y

1.27%highest, MVFD

FundTrailing yieldYield$10k

MVFD1.27%$127

KMID0.11%$11

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

Income After Fees on $10,000

1Y

$17most kept, MVFD

MVFD$127 − $110 = $17

KMID$11 − $80 = −$69

KeptFee

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

Overlap: KMID, MVFD

Today

3.2%most shared, KMID and MVFD

KMIDMVFD

KMID—3.2%

MVFD3.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+26.5%MVFD, at 14.9% volatility

KMIDWorst drop−10.7%14.9% vol

MVFDWorst drop−9.1%14.9% vol

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

Paid More vs Made More

YTD

MVFDKMID

+24.8%Year to date+4.1%

1.3%Yield0.1%

+26.5%Past year+4.5%

1.10%Fee0.80%

3–1MVFD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026