KMID - ETF AI Analysis
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Virtus KAR Mid-Cap ETF (KMID)
KMID, the Virtus KAR Mid-Cap ETF, earns a solid overall rating driven mainly by high-quality mid-cap holdings with strong financial performance and positive earnings outlooks, such as Ross Stores and Ametek, which add stability and growth potential to the fund. The rating is held back somewhat by names like MSCI and Verisk Analytics, where high leverage, premium valuations, and bearish technical signals introduce added risk. A key risk factor for KMID is its exposure to several holdings with rich valuations and some negative momentum, which could increase volatility if market conditions worsen.
KMID vs. SPDR S&P 500 ETF (SPY)
- AUM
- 52.43M
- Region
- North America
- Expense Ratio
- 0.80%
- Beta
- 0.77
- Issuer
- Virtus
- Inception Date
- Oct 15, 2024
- Dividend Yield
- 0.11%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
KMID Summary
Virtus KAR Mid-Cap ETF (KMID) is a U.S. stock fund focused on mid-sized companies, sitting between big blue-chip firms and small, fast-growing businesses. It doesn’t track a specific index, but instead follows a mid-cap growth theme, with many holdings in industrials, health care, and technology. Well-known names in the fund include Ross Stores and West Pharmaceutical Services. Investors might consider KMID for diversification and the potential growth of mid-sized companies that are more established than startups but still growing. A key risk is that mid-cap stocks can be more volatile and can go up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting specific mid-cap stocks rather than simply tracking an index.
What would affect this ETF?
KMID could benefit if the U.S. economy stays healthy, supporting demand for industrial, technology, and consumer companies, and if interest rates stabilize or fall, which can help mid-sized businesses invest and grow. On the downside, a slowdown in U.S. growth, higher borrowing costs, or tighter regulations affecting industrial and health care firms could hurt many of its core holdings and make mid-cap stocks more volatile.
KMID Top 10 Holdings
KMID is powered by a cluster of U.S. industrial standouts, with Ametek and Teledyne setting the pace as steadily rising engines for the fund, while Westinghouse Air Brake has lost a bit of momentum and occasionally taps the brakes on performance. West Pharmaceutical has been a strong health care contributor, adding a defensive tilt, and Allegion’s solid run further reinforces the industrial backbone. Verisk and Jack Henry, on the other hand, have been lagging, showing that the fund’s mid-cap story is strong but not without a few softer notes.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AME | Ametek | 6.24% | $3.34M | $55.28B | 19.69% | 79Outperform |
 WST | West Pharmaceutical Services | 5.89% | $3.15M | $28.74B | 44.60% | 68Neutral |
 TDY | Teledyne Technologies | 5.83% | $3.12M | $30.30B | 25.26% | 71Outperform |
 WAB | Westinghouse Air Brake Technologies | 5.34% | $2.86M | $46.92B | 40.28% | 79Outperform |
 ALLE | Allegion | 5.01% | $2.68M | $15.72B | 15.66% | 72Outperform |
 ROST | Ross Stores | 4.70% | $2.52M | $72.92B | 45.10% | 80Outperform |
 VRSK | Verisk Analytics | 4.44% | $2.38M | $25.55B | -7.89% | 71Outperform |
 HEI.A | Heico Cp Cl A | 4.01% | $2.15M | $37.93B | 1.55% | 79Outperform |
 MSCI | MSCI | 3.88% | $2.08M | $44.57B | 8.27% | 62Neutral |
 JKHY | Jack Henry & Associates | 3.68% | $1.97M | $11.31B | 9.72% | 77Outperform |
KMID Technical Analysis
Price Trends
Market Momentum
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 24.89 is above the 20-day moving average (MA) of 24.01, above the 50-day MA of 23.95, and above the 200-day MA of 24.74, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 65.05 is Neutral, neither overbought nor oversold. The STOCH value of 83.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KMID.
KMID Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| KMID | $24.89 | $27.00(8.46% Upside) | $52.43M | 0.80% | 71Outperform |
 MMID | $27.82 | $31.80(14.32% Upside) | $37.37M | 0.59% | 68Neutral |
 SMCP | $26.02 | $29.60(13.76% Upside) | $13.56M | 0.79% | 71Outperform |
 TMID | $25.72 | $31.47(22.35% Upside) | $11.68M | 0.47% | 63Neutral |
 MCDS | $67.35 | $79.46(17.98% Upside) | $8.07M | 0.35% | 68Neutral |
 REMC | $23.33 | $27.03(15.84% Upside) | $5.82M | 0.32% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| KMID | Virtus KAR Mid-Cap ETF | 24.89 | 0.74 | 3.08% | |
| MMID | MFS Active Mid Cap ETF | 27.82 | 3.60 | 14.87% | |
| SMCP | SMART Mid Cap ETF | 26.02 | 1.15 | 4.62% | |
| TMID | T. Rowe Price Mid Cap Equity Research ETF | 25.72 | 0.47 | 1.87% | |
| MCDS | JPMorgan Fundamental Data Science Mid Core ETF | 67.35 | 10.74 | 18.96% | |
| REMC | Columbia Research Enhanced Mid Cap ETF | 23.33 | 2.83 | 13.81% |
This 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.