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, Healthcare and Finance. 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 up 0.3% year-to-date (YTD) with +$15M in YTD flows. SCHM performs better with 16.58% YTD performance, and +$447M 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 10/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KMID SCHM | +2.39%-0.67% | -3.48%-1.26% | +0.30%+16.58% | -0.38%+18.97% | n/a+69.52% | n/a+38.39% |
| Flows | KMID SCHM | +$9M+$121M | +$8M+$205M | +$15M+$447M | +$22M+$453M | -+$28M | -+$1.09B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KMID SCHM | +12.16%+14.05% | +14.77%+16.48% | n/a+17.97% | n/a+19.80% |
| Max drawdown | KMID SCHM | -8.88%-7.18% | -10.69%-9.30% | n/a-23.35% | n/a-26.40% |
| Max drawdown duration | KMID SCHM | 74d66d | 234d46d | n/a283d | n/a855d |
Trading data
KMID | SCHM | |
Last sale 10/23/2026 at 1:46 PM | $24.38 | $34.45 |
| Previous close 10/22/2026 | $24.38 | $34.73 |
| 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 | 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 10/23/2026 at 1:46 PM
Live
Closed
KMID | SCHM | |
|---|---|---|
| Last price | $24.38 | $34.45 |
| 1D performance | +0.00% | -0.81% |
| AuM | $52.45 M | $14.69 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 | 491 |
| 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
89.22%
Other
10.78%
SCHM
USA
96.52%
Other
3.48%
Sectors
KMID
Industrials
41.44%
Healthcare
14.31%
Finance
14.28%
Technology
8.54%
Non-Energy Materi.
7.15%
Other
14.29%
SCHM
Finance
19.22%
Technology
18.84%
Industrials
16.03%
Healthcare
13.16%
Non-Energy Materi.
9.47%
Other
23.28%
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Diversification
KMID
Total weight of top 15 holdings out of 15
65.3%
SCHM
Total weight of top 15 holdings out of 15
14.96%
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%
SCHM
Sandisk Corp.
4.04%
Lumentum Holdings, Inc.
1.26%
Bloom Energy Corp.
1.06%
Coherent Corp.
1.05%
Moderna, Inc.
1.05%
Ciena Corp.
1.01%
Revolution Medicines, Inc.
0.79%
Flex Ltd.
0.75%
Twilio, Inc.
0.64%
Steel Dynamics, Inc.
0.58%
Centene Corp.
0.57%
Casey's General Stores, Inc.
0.56%
TechnipFMC plc
0.56%
ATI, Inc.
0.55%
Tapestry, Inc.
0.49%
Frequently asked questions about KMID and SCHM
How have the KMID and SCHM ETFs performed in 2026?
As of October 22, 2026, KMID is up 0.3% year-to-date (YTD), while SCHM has returned 16.58%. 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 +$15M in flows, compared to +$447M for SCHM.
Which ETF is more volatile: KMID or SCHM?
Over the past year, KMID had a volatility of 14.77%, while SCHM experienced 16.48%.
Which ETF is bigger: KMID or SCHM?
As of October 22, 2026, KMID holds $52.45 M in assets under management (AUM), while SCHM manages $14.69 B.
What sectors do the KMID and SCHM ETFs invest in?
KMID leans toward sectors like Industrials, Healthcare and Finance. 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., Westinghouse Air Brake Technologies Corp. and Teledyne Technologies, Inc.. SCHM holds in its top three: Sandisk Corp., Lumentum Holdings, Inc. and Bloom Energy Corp..
Which ETF is more diversified: KMID or SCHM?
KMID holds 26 securities with 65.3% of its assets in the top 15. SCHM has 491 securities and a top 15 weight of 14.96%.
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