KMIDvsIQSMETF Comparison
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Virtus KAR Mid-Cap ETF (KMID) belongs to the US Multi-Factor segment. NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) is part of the US Mid Cap segment. KMID's top 3 sector exposures are Industrials, Healthcare and Finance. In contrast, IQSM's top sector exposures are Finance, Technology and Healthcare. KMID is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.16% for IQSM. KMID is up 0.3% year-to-date (YTD) with +$15M in YTD flows. IQSM performs better with 12.65% YTD performance, and +$134M in YTD flows. Run a side-by-side ETF comparison of KMID and IQSM 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 IQSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KMID IQSM | +2.39%-0.63% | -3.48%+0.15% | +0.30%+12.65% | -0.38%+14.42% | n/a+59.62% | n/an/a |
| Flows | KMID IQSM | +$9M+$12M | +$8M+$46M | +$15M+$134M | +$22M+$126M | -+$116M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID IQSM | +12.16%+12.80% | +14.77%+14.65% | n/a+17.16% | n/an/a |
| Max drawdown | KMID IQSM | -8.88%-6.21% | -10.69%-8.92% | n/a-23.67% | n/an/a |
| Max drawdown duration | KMID IQSM | 74d68d | 234d49d | n/a379d | n/an/a |
Trading data
KMID | IQSM | |
Last sale 10/23/2026 at 1:30 PM | $24.20 | $38.73 |
| Previous close 10/22/2026 | $24.38 | $38.99 |
| Consolidated volume 10/22/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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KMID
is actively managed and doesn’t replicate an indexKMID | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
KMID | IQSM | |
|---|---|---|
| Last price | $24.20 | $38.73 |
| 1D performance | -0.73% | -0.66% |
| AuM | $52.45 M | $371.76 M |
| E/R | 0.8% | 0.16% |
Characteristics
KMID | IQSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | VIRTUS Investment Partners | New York Life Investments |
| Benchmark | - | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 26 | 244 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 16, 2024 | October 25, 2022 |
| ESG | No | Yes |
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Exposure
Countries
KMID
USA
89.22%
Other
10.78%
IQSM
USA
93.78%
Other
6.22%
Sectors
KMID
Industrials
41.44%
Healthcare
14.31%
Finance
14.28%
Technology
8.54%
Non-Energy Materi.
7.15%
Other
14.29%
IQSM
Finance
22.38%
Technology
18.71%
Healthcare
16.23%
Industrials
15.33%
Non-Energy Materi.
8.44%
Other
18.91%
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Diversification
KMID
Total weight of top 15 holdings out of 15
65.3%
IQSM
Total weight of top 15 holdings out of 15
13.81%
Top 15 holdings
Data as of August 31, 2026
KMID
AMETEK, Inc.
6.31%
Westinghouse Air Brake Technologies Corp.
5.58%
Teledyne Technologies, Inc.
5.58%
Monolithic Power Systems, Inc.
5.11%
West Pharmaceutical Services, Inc.
5.03%
Ross Stores, Inc.
4.81%
Allegion Plc
4.17%
Verisk Analytics, Inc.
4.13%
HEICO Corp.
4.06%
Jack Henry & Associates, Inc.
3.88%
Old Dominion Freight Line, Inc.
3.61%
MSCI, Inc.
3.42%
Align Technology, Inc.
3.24%
LPL Financial Holdings, Inc.
3.23%
Nordson Corp.
3.14%
IQSM
Moderna, Inc.
1.78%
Revolution Medicines, Inc.
1.41%
Twilio, Inc.
1.18%
Okta, Inc.
1.07%
US Foods Holding Corp.
0.93%
nVent Electric Plc
0.89%
F5, Inc.
0.87%
Guardant Health, Inc.
0.79%
Coeur Mining, Inc.
0.76%
Roku, Inc.
0.75%
Viatris, Inc.
0.72%
TD SYNNEX Corp.
0.68%
C.H. Robinson Worldwide, Inc.
0.67%
Jones Lang LaSalle, Inc.
0.66%
Ball Corp.
0.65%
Frequently asked questions about KMID and IQSM
How have the KMID and IQSM ETFs performed in 2026?
As of October 22, 2026, KMID is up 0.3% year-to-date (YTD), while IQSM has returned 12.65%. That puts IQSM better performer ahead so far this year.
Which ETF is attracting more investor money: KMID or IQSM?
Year-to-date, the KMID ETF saw +$15M in flows, compared to +$134M for IQSM.
Which ETF is more volatile: KMID or IQSM?
Over the past year, KMID had a volatility of 14.77%, while IQSM experienced 14.65%.
Which ETF is bigger: KMID or IQSM?
As of October 22, 2026, KMID holds $52.45 M in assets under management (AUM), while IQSM manages $371.76 M.
What sectors do the KMID and IQSM ETFs invest in?
KMID leans toward sectors like Industrials, Healthcare and Finance. Meanwhile, IQSM focuses on Finance, Technology and Healthcare.
What are the top holdings of the KMID ETF and IQSM ETF?
KMID top holdings include AMETEK, Inc., Westinghouse Air Brake Technologies Corp. and Teledyne Technologies, Inc.. IQSM holds in its top three: Moderna, Inc., Revolution Medicines, Inc. and Twilio, Inc..
Which ETF is more diversified: KMID or IQSM?
KMID holds 26 securities with 65.3% of its assets in the top 15. IQSM has 246 securities and a top 15 weight of 13.81%.
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