KMIDvsCVMCETF Comparison
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Virtus KAR Mid-Cap ETF (KMID) belongs to the US Multi-Factor segment. Calvert US Mid-Cap Core Responsible Index ETF (CVMC) is part of the US Mid Cap segment. KMID's top 3 sector exposures are Industrials, Finance and Healthcare. In contrast, CVMC's top sector exposures are Finance, Industrials and Technology. KMID is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.15% for CVMC. KMID is down -0.3% year-to-date (YTD) with +$6M in YTD flows. CVMC performs better with 20.38% YTD performance, and +$8M in YTD flows. Run a side-by-side ETF comparison of KMID and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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KMID vs CVMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/04/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KMID CVMC | -5.15%-1.74% | -2.97%+5.83% | -0.30%+20.38% | -2.10%+22.20% | n/a+60.78% | n/an/a |
| Flows | KMID CVMC | -$1M+$8M | -$3M+$8M | +$6M+$8M | +$13M+$15M | -+$56M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID CVMC | +14.10%+12.48% | +14.91%+14.34% | n/a+16.08% | n/an/a |
| Max drawdown | KMID CVMC | -5.91%-3.85% | -10.69%-9.34% | n/a-21.43% | n/an/a |
| Max drawdown duration | KMID CVMC | 26d25d | 186d49d | n/a269d | n/an/a |
Trading data
KMID | CVMC | |
Last sale 9/8/2026 at 1:30 PM | $23.93 | $75.94 |
| Previous close 09/04/2026 | $24.23 | $76.76 |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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KMID
is actively managed and doesn’t replicate an indexKMID | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/8/2026 at 1:30 PM
Live
Closed
KMID | CVMC | |
|---|---|---|
| Last price | $23.93 | $75.94 |
| 1D performance | -1.22% | -1.07% |
| AuM | $43.05 M | $111.24 M |
| E/R | 0.8% | 0.15% |
Characteristics
KMID | CVMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | VIRTUS Investment Partners | Morgan Stanley |
| Benchmark | - | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 26 | 593 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 16, 2024 | February 1, 2023 |
| ESG | No | Yes |
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Exposure
Countries
KMID
USA
89.4%
Other
10.6%
CVMC
USA
96.88%
Other
3.12%
Sectors
KMID
Industrials
42.4%
Finance
14.04%
Healthcare
13.72%
Technology
8.58%
Non-Energy Materi.
7.02%
Other
14.23%
CVMC
Finance
25.78%
Industrials
16.75%
Technology
14.89%
Healthcare
12.97%
Other
29.61%
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Diversification
KMID
Total weight of top 15 holdings out of 15
65.78%
CVMC
Total weight of top 15 holdings out of 15
7.89%
Top 15 holdings
Data as of July 31, 2026
KMID
AMETEK, Inc.
6.15%
Teledyne Technologies, Inc.
5.65%
Westinghouse Air Brake Technologies Corp.
5.50%
Monolithic Power Systems, Inc.
5.17%
Ross Stores, Inc.
4.87%
West Pharmaceutical Services, Inc.
4.69%
Verisk Analytics, Inc.
4.47%
HEICO Corp.
4.06%
Allegion Plc
4.05%
Old Dominion Freight Line, Inc.
4.04%
Lennox International, Inc.
3.54%
C.H. Robinson Worldwide, Inc.
3.43%
MSCI, Inc.
3.41%
Jack Henry & Associates, Inc.
3.39%
Align Technology, Inc.
3.36%
CVMC
PACCAR, Inc.
0.60%
Target Corp.
0.56%
Arthur J. Gallagher & Co.
0.56%
Hewlett Packard Enterprise Co.
0.56%
Dominion Energy, Inc.
0.53%
W.W. Grainger, Inc.
0.52%
Realty Income Corp.
0.52%
Aflac, Inc.
0.52%
Nucor Corp.
0.51%
Sempra
0.51%
Delta Air Lines, Inc.
0.51%
Teradyne, Inc.
0.50%
Public Storage
0.50%
AMETEK, Inc.
0.49%
Rockwell Automation, Inc.
0.48%
Frequently asked questions about KMID and CVMC
How have the KMID and CVMC ETFs performed in 2026?
As of September 4, 2026, KMID is down -0.3% year-to-date (YTD), while CVMC has returned 20.38%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: KMID or CVMC?
Year-to-date, the KMID ETF saw +$6M in flows, compared to +$8M for CVMC.
Which ETF is more volatile: KMID or CVMC?
Over the past year, KMID had a volatility of 14.91%, while CVMC experienced 14.34%.
Which ETF is bigger: KMID or CVMC?
As of September 4, 2026, KMID holds $43.05 M in assets under management (AUM), while CVMC manages $111.24 M.
What sectors do the KMID and CVMC ETFs invest in?
KMID leans toward sectors like Industrials, Finance and Healthcare. Meanwhile, CVMC focuses on Finance, Industrials and Technology.
What are the top holdings of the KMID ETF and CVMC ETF?
KMID top holdings include AMETEK, Inc., Teledyne Technologies, Inc. and Westinghouse Air Brake Technologies Corp.. CVMC holds in its top three: PACCAR, Inc., Target Corp. and Arthur J. Gallagher & Co..
Which ETF is more diversified: KMID or CVMC?
KMID holds 26 securities with 65.78% of its assets in the top 15. CVMC has 593 securities and a top 15 weight of 7.89%.
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