KMIDvsMCDSETF Comparison
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Virtus KAR Mid-Cap ETF (KMID) belongs to the US Multi-Factor segment. JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is part of the US Mid Cap segment. KMID's top 3 sector exposures are Industrials, Finance and Healthcare. In contrast, MCDS's top sector exposures are Finance, Industrials and Technology. KMID is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.35% for MCDS. KMID is down -0.3% year-to-date (YTD) with +$6M in YTD flows. MCDS performs better with 16.57% YTD performance, and +$1M in YTD flows. Run a side-by-side ETF comparison of KMID and MCDS 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 MCDS 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 MCDS | -5.15%-1.95% | -2.97%+2.78% | -0.30%+16.57% | -2.10%+18.50% | n/an/a | n/an/a |
| Flows | KMID MCDS | -$1M+$1M | -$3M+$1M | +$6M+$1M | +$13M+$1M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID MCDS | +14.10%+11.96% | +14.91%+13.09% | n/an/a | n/an/a |
| Max drawdown | KMID MCDS | -5.91%-4.76% | -10.69%-7.49% | n/an/a | n/an/a |
| Max drawdown duration | KMID MCDS | 26d19d | 186d46d | n/an/a | n/an/a |
Trading data
KMID | MCDS | |
Last sale 9/8/2026 at 1:30 PM | $23.93 | $67.36 |
| Previous close 09/04/2026 | $24.23 | $67.97 |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/8/2026 at 1:30 PM
Live
Closed
KMID | MCDS | |
|---|---|---|
| Last price | $23.93 | $67.36 |
| 1D performance | -1.22% | -0.89% |
| AuM | $43.05 M | $9.52 M |
| E/R | 0.8% | 0.35% |
Characteristics
KMID | MCDS | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | VIRTUS Investment Partners | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 26 | 202 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 16, 2024 | August 7, 2024 |
| ESG | No | No |
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Exposure
Countries
KMID
USA
89.4%
Other
10.6%
MCDS
USA
96.81%
Other
3.19%
Sectors
KMID
Industrials
42.4%
Finance
14.04%
Healthcare
13.72%
Technology
8.58%
Non-Energy Materi.
7.02%
Other
14.23%
MCDS
Finance
21.87%
Industrials
16.39%
Technology
16.05%
Healthcare
10.7%
Other
34.99%
Diversification
KMID
Total weight of top 15 holdings out of 15
65.78%
MCDS
Total weight of top 15 holdings out of 15
15.97%
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%
MCDS
Marathon Petroleum Corp.
1.39%
Westinghouse Air Brake Technologies Corp.
1.23%
State Street Corp.
1.21%
Hewlett Packard Enterprise Co.
1.17%
Cardinal Health, Inc.
1.15%
M&T Bank Corp.
1.11%
Dover Corp.
0.99%
Raymond James Financial, Inc.
0.99%
Loews Corp.
0.98%
Teradyne, Inc.
0.98%
Arch Capital Group Ltd.
0.97%
Performance Food Group Co.
0.96%
CMS Energy Corp.
0.96%
Entergy Corp.
0.96%
Quest Diagnostics, Inc.
0.94%
Frequently asked questions about KMID and MCDS
How have the KMID and MCDS ETFs performed in 2026?
As of September 4, 2026, KMID is down -0.3% year-to-date (YTD), while MCDS has returned 16.57%. That puts MCDS better performer ahead so far this year.
Which ETF is attracting more investor money: KMID or MCDS?
Year-to-date, the KMID ETF saw +$6M in flows, compared to +$1M for MCDS.
Which ETF is more volatile: KMID or MCDS?
Over the past year, KMID had a volatility of 14.91%, while MCDS experienced 13.09%.
Which ETF is bigger: KMID or MCDS?
As of September 4, 2026, KMID holds $43.05 M in assets under management (AUM), while MCDS manages $9.52 M.
What sectors do the KMID and MCDS ETFs invest in?
KMID leans toward sectors like Industrials, Finance and Healthcare. Meanwhile, MCDS focuses on Finance, Industrials and Technology.
What are the top holdings of the KMID ETF and MCDS ETF?
KMID top holdings include AMETEK, Inc., Teledyne Technologies, Inc. and Westinghouse Air Brake Technologies Corp.. MCDS holds in its top three: Marathon Petroleum Corp., Westinghouse Air Brake Technologies Corp. and State Street Corp..
Which ETF is more diversified: KMID or MCDS?
KMID holds 26 securities with 65.78% of its assets in the top 15. MCDS has 202 securities and a top 15 weight of 15.97%.
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