KMIDvsIWRETF Comparison
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Virtus KAR Mid-Cap ETF (KMID) belongs to the US Multi-Factor segment. iShares Russell Mid-Cap ETF (IWR) is part of the US Mid Cap segment. KMID's top 3 sector exposures are Industrials, Finance and Healthcare. In contrast, IWR's top sector exposures are Finance, Technology and Industrials. KMID is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.18% for IWR. KMID is down -0.3% year-to-date (YTD) with +$6M in YTD flows. IWR performs better with 16.76% YTD performance, and +$2.77B in YTD flows. Run a side-by-side ETF comparison of KMID and IWR 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 IWR 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 IWR | -5.15%-0.97% | -2.97%+3.34% | -0.30%+16.76% | -2.10%+17.81% | n/a+60.26% | n/a+46.76% |
| Flows | KMID IWR | -$1M-$62M | -$3M-$146M | +$6M+$2.77B | +$13M+$4.55B | -+$10.46B | -+$12.17B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID IWR | +14.10%+12.66% | +14.91%+13.60% | n/a+15.91% | n/a+18.27% |
| Max drawdown | KMID IWR | -5.91%-3.78% | -10.69%-8.16% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | KMID IWR | 26d19d | 186d49d | n/a239d | n/a854d |
Trading data
KMID | IWR | |
Last sale 9/8/2026 at 1:30 PM | $23.93 | $110.95 |
| Previous close 09/04/2026 | $24.23 | $111.83 |
| 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 | IWR | |
|---|---|---|
| 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 | IWR | |
|---|---|---|
| Last price | $23.93 | $110.95 |
| 1D performance | -1.22% | -0.79% |
| AuM | $43.05 M | $56.98 B |
| E/R | 0.8% | 0.18% |
Characteristics
KMID | IWR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | VIRTUS Investment Partners | iShares |
| Benchmark | - | Russell Midcap Index |
| N° of holdings | 26 | 812 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 16, 2024 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
KMID
USA
89.4%
Other
10.6%
IWR
USA
96.23%
Other
3.77%
Sectors
KMID
Industrials
42.4%
Finance
14.04%
Healthcare
13.72%
Technology
8.58%
Non-Energy Materi.
7.02%
Other
14.23%
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
Diversification
KMID
Total weight of top 15 holdings out of 15
65.78%
IWR
Total weight of top 15 holdings out of 15
8.16%
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%
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
Frequently asked questions about KMID and IWR
How have the KMID and IWR ETFs performed in 2026?
As of September 4, 2026, KMID is down -0.3% year-to-date (YTD), while IWR has returned 16.76%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: KMID or IWR?
Year-to-date, the KMID ETF saw +$6M in flows, compared to +$2.77B for IWR.
Which ETF is more volatile: KMID or IWR?
Over the past year, KMID had a volatility of 14.91%, while IWR experienced 13.6%.
Which ETF is bigger: KMID or IWR?
As of September 4, 2026, KMID holds $43.05 M in assets under management (AUM), while IWR manages $56.98 B.
What sectors do the KMID and IWR ETFs invest in?
KMID leans toward sectors like Industrials, Finance and Healthcare. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the KMID ETF and IWR ETF?
KMID top holdings include AMETEK, Inc., Teledyne Technologies, Inc. and Westinghouse Air Brake Technologies Corp.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc..
Which ETF is more diversified: KMID or IWR?
KMID holds 26 securities with 65.78% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 8.16%.
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