KMID - ETF AI Analysis
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Virtus KAR Mid-Cap ETF (KMID)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, especially in industrial and technology names, have shown strong gains this year, helping support the ETF’s overall results.
Focused Mid-Cap Industrial Exposure
The fund’s heavy tilt toward mid-sized industrial companies gives investors targeted exposure to businesses that can benefit from economic growth and infrastructure trends.
Solid Recent Short-Term Momentum
The ETF has delivered positive results over the past month and year to date, indicating improving momentum despite some recent volatility.
Negative Factors
High Industrial Sector Concentration
Nearly half of the portfolio is in industrial stocks, which means the fund could be hit hard if that sector experiences a downturn.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets and their potential growth.
Relatively High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
KMID vs. SPDR S&P 500 ETF (SPY)
AUM41.44M
RegionNorth America
Expense Ratio0.80%
Beta0.80
IssuerVirtus
Inception DateOct 15, 2024
Dividend Yield0.12%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,974
30 Day Avg. Volume9,098
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
29.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KMID Summary
The Virtus KAR Mid-Cap ETF (KMID) focuses on mid-sized U.S. companies, sitting between small start-ups and giant blue-chip firms. It doesn’t track a set index, but instead is actively managed to find quality mid-cap businesses, with a big tilt toward industrials, plus technology and health care. Well-known names in the fund include Ametek and Ross Stores. Someone might invest in KMID to add diversification and long-term growth potential from mid-sized companies. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can rise and fall sharply with the market.
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 leans heavily on U.S. industrial standouts, with Ametek and Westinghouse Air Brake acting as key engines for the fund thanks to generally rising results, even if they’ve hit a few recent bumps. Teledyne and Heico are more mixed, with solid businesses but choppier trading that can occasionally stall momentum. On the tech side, Monolithic Power has been a powerful but volatile driver, while Jack Henry’s recent rebound helps offset earlier weakness. Overall, this is a U.S.-centric, industrial-tilted mid-cap story rather than a Big Tech or global growth play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ametek | 6.39% | $2.65M | $53.23B | 24.66% | 79 Outperform | |
| Teledyne Technologies | 5.66% | $2.35M | $27.86B | 6.84% | 71 Outperform | |
| West Pharmaceutical Services | 5.57% | $2.31M | $25.48B | 41.06% | 68 Neutral | |
| Westinghouse Air Brake Technologies | 5.49% | $2.28M | $46.68B | 48.87% | 79 Outperform | |
| Ross Stores | 4.89% | $2.03M | $71.81B | 53.88% | 80 Outperform | |
| Monolithic Power | 4.81% | $2.00M | $56.40B | 30.76% | 75 Outperform | |
| Verisk Analytics | 4.28% | $1.77M | $23.66B | -27.21% | 71 Outperform | |
| Allegion | 4.26% | $1.76M | $12.99B | -13.48% | 72 Outperform | |
| Jack Henry & Associates | 3.83% | $1.59M | $11.15B | -0.50% | 77 Outperform | |
| Heico Cp Cl A | 3.78% | $1.57M | $35.33B | -11.19% | 79 Outperform |
KMID Technical Analysis
Negative
―
Price Trends
24.87
Negative
24.86
Negative
24.87
Negative
Market Momentum
-0.45
Positive
28.13
Positive
2.36
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KMID, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 24.19, equal to the 50-day MA of 24.87, and equal to the 200-day MA of 24.87, indicating a bearish trend. The MACD of -0.45 indicates Positive momentum. The RSI at 28.13 is Positive, neither overbought nor oversold. The STOCH value of 2.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KMID.
KMID Peer Comparison
Comparison Results
Performance Comparison
KMID
Virtus KAR Mid-Cap ETF
23.38
-1.01
-4.14%
MMID
MFS Active Mid Cap ETF
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SMCP
SMART Mid Cap ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core ETF
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REMC
Columbia Research Enhanced Mid Cap ETF
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EPMB
Harbor Mid Cap Core 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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