KMIDvsSCHMETF Comparison
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Virtus KAR Mid-Cap ETF (KMID) belongs to the US Multi-Factor segment. Schwab U.S. Mid-Cap ETF (SCHM) is part of the US Mid Cap segment. KMID's top 3 sector exposures are Industrials, Finance and Healthcare. In contrast, SCHM's top sector exposures are Finance, Technology and Industrials. KMID is more expensive with a Total Expense Ratio (TER) of 0.8%, versus 0.03% for SCHM. KMID is down -0.3% year-to-date (YTD) with +$6M in YTD flows. SCHM performs better with 19.89% YTD performance, and +$320M in YTD flows. Run a side-by-side ETF comparison of KMID and SCHM 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 SCHM 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 SCHM | -5.15%-0.70% | -2.97%+0.49% | -0.30%+19.89% | -2.10%+22.46% | n/a+58.11% | n/a+44.92% |
| Flows | KMID SCHM | -$1M+$46M | -$3M+$224M | +$6M+$320M | +$13M+$298M | -+$17M | -+$1.06B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID SCHM | +14.10%+17.95% | +14.91%+16.73% | n/a+18.12% | n/a+19.83% |
| Max drawdown | KMID SCHM | -5.91%-7.29% | -10.69%-9.30% | n/a-23.35% | n/a-26.40% |
| Max drawdown duration | KMID SCHM | 26d66d | 186d46d | n/a283d | n/a855d |
Trading data
KMID | SCHM | |
Last sale 9/8/2026 at 1:30 PM | $24.00 | $35.72 |
| Previous close 09/04/2026 | $24.23 | $35.83 |
| 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 | SCHM | |
|---|---|---|
| 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 | SCHM | |
|---|---|---|
| Last price | $24.00 | $35.72 |
| 1D performance | -0.95% | -0.31% |
| AuM | $43.05 M | $15.02 B |
| E/R | 0.8% | 0.03% |
Characteristics
KMID | SCHM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | VIRTUS Investment Partners | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Mid-Cap Total Stock Market Index |
| N° of holdings | 26 | 493 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 16, 2024 | January 13, 2011 |
| ESG | No | No |
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Exposure
Countries
KMID
USA
89.4%
Other
10.6%
SCHM
USA
96.44%
Other
3.56%
Sectors
KMID
Industrials
42.4%
Finance
14.04%
Healthcare
13.72%
Technology
8.58%
Non-Energy Materi.
7.02%
Other
14.23%
SCHM
Finance
19.92%
Technology
17.63%
Industrials
17.2%
Healthcare
11.95%
Non-Energy Materi.
9.41%
Other
23.88%
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Diversification
KMID
Total weight of top 15 holdings out of 15
65.78%
SCHM
Total weight of top 15 holdings out of 15
13.68%
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%
SCHM
Sandisk Corp.
3.58%
Lumentum Holdings, Inc.
1.04%
Coherent Corp.
1.01%
Ciena Corp.
1.01%
Bloom Energy Corp.
0.94%
Flex Ltd.
0.81%
Revolution Medicines, Inc.
0.71%
Steel Dynamics, Inc.
0.64%
Casey's General Stores, Inc.
0.60%
Centene Corp.
0.58%
TechnipFMC plc
0.57%
Tapestry, Inc.
0.57%
Twilio, Inc.
0.56%
Carpenter Technology Corp.
0.54%
Curtiss-Wright Corp.
0.52%
Frequently asked questions about KMID and SCHM
How have the KMID and SCHM ETFs performed in 2026?
As of September 4, 2026, KMID is down -0.3% year-to-date (YTD), while SCHM has returned 19.89%. That puts SCHM better performer ahead so far this year.
Which ETF is attracting more investor money: KMID or SCHM?
Year-to-date, the KMID ETF saw +$6M in flows, compared to +$320M for SCHM.
Which ETF is more volatile: KMID or SCHM?
Over the past year, KMID had a volatility of 14.91%, while SCHM experienced 16.73%.
Which ETF is bigger: KMID or SCHM?
As of September 4, 2026, KMID holds $43.05 M in assets under management (AUM), while SCHM manages $15.02 B.
What sectors do the KMID and SCHM ETFs invest in?
KMID leans toward sectors like Industrials, Finance and Healthcare. Meanwhile, SCHM focuses on Finance, Technology and Industrials.
What are the top holdings of the KMID ETF and SCHM ETF?
KMID top holdings include AMETEK, Inc., Teledyne Technologies, Inc. and Westinghouse Air Brake Technologies Corp.. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Coherent Corp..
Which ETF is more diversified: KMID or SCHM?
KMID holds 26 securities with 65.78% of its assets in the top 15. SCHM has 493 securities and a top 15 weight of 13.68%.
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