KMID - ETF AI Analysis
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Virtus KAR Mid-Cap ETF (KMID)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Leading Holding
The largest position, Monolithic Power, has delivered very strong gains this year, giving a notable boost to the fund’s results.
Broad Mid-Cap Sector Mix
Holdings spread across industrials, technology, financials, health care, and consumer cyclical stocks provide diversification across several parts of the economy.
Solid Recent Performance
The ETF has shown positive results so far this year and over the past month, indicating supportive recent momentum.
Negative Factors
High Industrial Sector Concentration
Nearly half of the portfolio is in industrial companies, so a downturn in that sector could hurt the fund more than a more balanced ETF.
U.S.-Only Geographic Focus
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is heavily tied to the U.S. market.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
KMID vs. SPDR S&P 500 ETF (SPY)
AUM46.56M
RegionNorth America
Expense Ratio0.80%
Beta0.80
IssuerVirtus
Inception DateOct 15, 2024
Dividend Yield0.11%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,342
30 Day Avg. Volume11,890
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KMID Summary
Virtus KAR Mid-Cap ETF (KMID) is an actively managed fund that focuses on mid-sized U.S. companies, aiming to sit between the stability of large firms and the faster growth potential of smaller ones. It does not track a specific index, but instead selects a mix of industrial, technology, financial, and health care stocks. Well-known holdings include Ross Stores and West Pharmaceutical Services. Investors might consider KMID for growth and diversification within the mid-cap space. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the share price can move up and down sharply.
How much will it cost me?The Virtus KAR Mid-Cap ETF (KMID) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, with experts carefully selecting mid-cap stocks to balance growth potential and risk.
What would affect this ETF?The Virtus KAR Mid-Cap ETF (KMID) could benefit from economic growth in the U.S., particularly if mid-cap companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in cyclical sectors like Consumer Cyclical and Financials, which are more sensitive to market conditions. Regulatory changes or shifts in sector-specific trends could also influence the performance of top holdings like Monolithic Power and Ametek.
KMID Top 10 Holdings
KMID is leaning hard into U.S. industrials, with names like Ametek, Old Dominion Freight, Westinghouse Air Brake, and EMCOR quietly powering the engine thanks to steadily rising share prices and solid earnings. Monolithic Power adds a splash of high-growth tech flair, still a standout over the year even after some recent choppiness. On the softer side, Verisk Analytics has been lagging, acting as a small brake on returns, while Heico’s mixed performance shows that not every aerospace bet is taking off at the same pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ametek | 6.15% | $2.86M | $54.42B | 36.25% | 79 Outperform | |
| Teledyne Technologies | 5.53% | $2.58M | $28.70B | 25.59% | 71 Outperform | |
| Old Dominion Freight | 5.37% | $2.50M | $45.97B | 36.04% | 71 Outperform | |
| Monolithic Power | 5.19% | $2.41M | $76.82B | 122.04% | 75 Outperform | |
| West Pharmaceutical Services | 5.08% | $2.37M | $23.17B | 52.15% | 68 Neutral | |
| Westinghouse Air Brake Technologies | 5.04% | $2.34M | $46.46B | 36.88% | 79 Outperform | |
| Ross Stores | 4.37% | $2.03M | $74.68B | 85.32% | 80 Outperform | |
| Heico Cp Cl A | 4.07% | $1.90M | $39.52B | -4.03% | 79 Outperform | |
| Verisk Analytics | 4.03% | $1.88M | $22.77B | -45.21% | 71 Outperform | |
| Lennox International | 3.73% | $1.73M | $18.53B | -4.99% | 64 Neutral |
KMID Technical Analysis
Positive
―
Price Trends
24.90
Positive
24.85
Positive
24.71
Positive
Market Momentum
0.04
Negative
54.25
Neutral
46.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KMID, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.88, equal to the 50-day MA of 24.90, and equal to the 200-day MA of 24.71, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 54.25 is Neutral, neither overbought nor oversold. The STOCH value of 46.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KMID.
KMID Peer Comparison
Comparison Results
Performance Comparison
KMID
Virtus KAR Mid-Cap ETF
25.08
-0.20
-0.79%
MMID
MFS Active Mid Cap ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core ETF
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EPMB
Harbor Mid Cap Core ETF
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SMCP
SMART Mid Cap ETF
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FEMD
First Eagle Mid Cap Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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