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Virtus KAR Mid-Cap ETF (KMID) ETF Analysis

The Virtus KAR Mid-Cap ETF (KMID) is a US Equity ETF with $0.04 billion in assets under management and an expense ratio of 0.80%. KMID focuses on U.S. mid-cap companies possessing durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories. The fund employs a disciplined investment process to identify businesses differentiated by above-average returns on capital and trading at attractive valuations, offering a unique approach within the mid-cap space.

Virtus KAR Mid-Cap ETF (KMID) ETF — Price, Holdings & Analysis

The Virtus KAR Mid-Cap ETF (KMID) is a US Equity ETF with $0.04 billion in assets under management and an expense ratio of 0.80%. KMID focuses on U.S. mid-cap companies possessing durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories. The fund employs a disciplined investment process to identify businesses differentiated by above-average returns on capital and trading at attractive valuations, offering a unique approach within the mid-cap space.

ETF Genel Bakış

The ETF seeks to generate attractive risk-adjusted long-term returns by investing in the stocks of U.S. mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories. A disciplined investment process is employed to identify businesses that are differentiated by above-average returns on capital and trading at attractive valuations.
The Virtus KAR Mid-Cap ETF (KMID) aims to deliver long-term, risk-adjusted returns by investing in U.S. mid-cap companies. The fund's strategy centers around identifying companies with durable competitive advantages, strong management teams, lower financial risk profiles, and significant growth potential. KMID's investment process emphasizes businesses demonstrating above-average returns on capital and attractive valuations. The ETF's portfolio consists of 217 holdings, with significant allocations to Industrials (47.6%), Technology (18.0%), and Consumer Cyclical (12.6%) sectors. Top holdings include AMETEK Inc (7.70%), Teledyne Technologies Inc (5.80%), and Monolithic Power Systems Inc (4.95%). This concentrated approach suggests a focus on high-conviction ideas within the mid-cap universe, distinguishing it from more passively managed mid-cap ETFs. The fund's country exposure is primarily to the United States (90.3%).

Risk Metrikleri

KMID's risk profile is shaped by its concentrated sector allocations and focused investment strategy. The fund's significant allocation to Industrials (47.6%) exposes it to sector-specific risks and potential underperformance if the Industrials sector experiences a downturn. Similarly, the Technology sector allocation of 18.0% contributes to sector concentration risk. With 217 holdings, the fund is less diversified than broader mid-cap ETFs, increasing the impact of individual stock performance on overall returns. The ETF's beta is currently 0.00. The expense ratio of 0.80% is higher than the category average, which could create a drag on performance over time, especially relative to lower-cost passively managed mid-cap ETFs. these may be worth researching factors when evaluating KMID's suitability for their portfolios. Past performance does not guarantee future results.

Gider Oranı

0.80%

En İyi Varlıklar

Sektör Dağılımı

  • Industrials: 47.6%
  • Technology: 18.0%
  • Consumer Cyclical: 12.6%
  • Financial Services: 10.9%
  • Healthcare: 10.9%
  • Cash & Others: 0.0%
  • United States: 90.3%
  • Other: 4.8%
  • United Kingdom: 3.3%
  • Ireland: 1.7%

Temettü Verimi

0.00%
  • <a href="/etf/dhs">WisdomTree U.S. High Dividend Fund (DHS)</a> — 0.38% expense ratio
  • <a href="/etf/vsda">VictoryShares Dividend Accelerator ETF (VSDA)</a> — 0.40% expense ratio
  • <a href="/etf/dfsv">Dimensional - US Small Cap Value ETF (DFSV)</a> — 0.30% expense ratio
  • <a href="/etf/eqin">Columbia U.S. Equity Income ETF (EQIN)</a> — 0.35% expense ratio
  • <a href="/etf/lcds">JPMorgan Fundamental Data Science Large Core ETF (LCDS)</a> — 0.30% expense ratio
  • <a href="/etf/dtd">WisdomTree U.S. Total Dividend Fund (DTD)</a> — 0.28% expense ratio
  • <a href="/etf/aivl">WisdomTree U.S. AI Enhanced Value Fund (AIVL)</a> — 0.38% expense ratio
  • <a href="/etf/dflv">Dimensional - US Large Cap Value ETF (DFLV)</a> — 0.21% expense ratio
  • <a href="/etf/vrai">Virtus Real Asset Income ETF (VRAI)</a> (Alternatives) — 0.55% ER
  • <a href="/etf/vwid">Virtus WMC International Dividend ETF (VWID)</a> (International Equity) — 0.49% ER
  • <a href="/etf/vcln">Virtus Duff & Phelps Clean Energy ETF (VCLN)</a> (Sector Equity) — 0.59% ER
  • <a href="/etf/vabs">Virtus Newfleet Securitized Income ETF (VABS)</a> (Core Investment Grade Bond) — 0.39% ER

Risk Metrikleri

  • Beta: 0.00

Sorular & Cevaplar

What is KMID and what does it track?

The Virtus KAR Mid-Cap ETF (KMID) is an actively managed ETF that focuses on investing in U.S. mid-cap companies. The fund seeks to generate attractive risk-adjusted long-term returns by selecting companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories. KMID employs a disciplined investment process to identify businesses differentiated by above-average returns on capital and trading at attractive valuations. The ETF currently holds 217 stocks and has an AUM of $0.04 billion.

What is the expense ratio for KMID?

The expense ratio for the Virtus KAR Mid-Cap ETF (KMID) is 0.80%. This means that for every $10,000 invested in the fund, $80 is charged annually to cover operating expenses. While this provides access to an actively managed portfolio of mid-cap stocks, the expense ratio is higher than the average for passively managed mid-cap ETFs. this may be worth researching cost when evaluating the fund's potential returns.

What are the top holdings in KMID?

The top holdings in the Virtus KAR Mid-Cap ETF (KMID) reflect the fund's focus on quality mid-cap companies. As of 2026-03-15, the top five holdings include AMETEK Inc (7.70%), Teledyne Technologies Inc (5.80%), Monolithic Power Systems Inc (4.95%), Old Dominion Freight Line Inc Ordinary Shares (4.79%), and Westinghouse Air Brake Technologies Corp (4.74%). These companies represent a significant portion of the fund's portfolio and contribute substantially to its overall performance. Investors should review the complete list of holdings for a comprehensive understanding of the fund's composition.

Is KMID a good long-term investment?

Evaluating KMID as a long-term investment requires careful consideration of its investment strategy, risk profile, and expense ratio. The fund's focus on quality mid-cap companies with durable competitive advantages could provide resilience during market downturns. However, the higher expense ratio of 0.80% may impact long-term returns compared to lower-cost alternatives. Investors should also consider the fund's sector concentrations, particularly in Industrials and Technology, and assess their own risk tolerance and investment objectives before making a decision. Past performance does not guarantee future results.

How does KMID compare to similar ETFs?

KMID differentiates itself through its active management and focus on specific company characteristics like durable competitive advantages and strong management. Many similar mid-cap ETFs are passively managed and track broad market indexes. KMID's expense ratio of 0.80% is typically higher than passively managed ETFs. With AUM of $0.04 billion, KMID is smaller than some of the more established mid-cap ETFs, which could impact liquidity and trading costs. Investors should compare KMID's performance, holdings, and risk metrics against other mid-cap ETFs to determine the best fit for their portfolios.

Does KMID pay dividends?

As of 2026-03-15, the Virtus KAR Mid-Cap ETF (KMID) has a dividend yield of 0.00%. This indicates that the fund currently does not distribute dividends to its shareholders. Investors seeking income-generating investments may need to consider other ETFs with a focus on dividend-paying stocks. However, KMID's primary objective is capital appreciation through investments in mid-cap companies with growth potential.