KMID vs QQQ
Virtus KAR Mid-Cap ETF vs Invesco QQQ Trust, Series 1
Which is better, KMID or QQQ?
Mid Cap Growth against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | KMID | QQQ |
|---|---|---|
| Expense Ratio | 0.80% | 0.18%Best |
| AUM | $52M | $506.1B |
| Dividend Yield | 0.12% | 0.42% |
| Holdings | 53 | 321 |
| YTD Return | -3.92% | +19.30%Best |
| 1Y Return | -3.76% | +22.47%Best |
| 3Y Return (annualized) | - | +26.18% |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 12.8%Best | 18.6% |
| Max Drawdown | -18.9%Best | -22.8% |
| $10,000 over 2 years | $9,407 | $15,021Best |
| Fund Family | Virtus Investment Partners | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Growth |
| Inception | Oct 15, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 16, 2024 to Oct 14, 2026 (2 years).
KMID vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.
KMID vs QQQ Performance
Virtus KAR Mid-Cap ETF (KMID) is an ETF from Virtus Investment Partners and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year KMID returned -3.76% while QQQ returned +22.47%. Year to date, KMID is down 3.92% versus a gain of 19.30% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 12.8% for KMID. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.9% for KMID and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KMID charges 0.80% per year while QQQ charges 0.18%. On a $10,000 position that is $80 vs $18 annually, a gap of $62 per year that compounds over a long holding period. On income, KMID currently yields 0.12% against 0.42% for QQQ.
Holdings Overlap
At least 0.7% of QQQ's money is in holdings KMID also owns.
Stated as a floor: for KMID, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
3 positions in common, counted across the 25 positions we hold weights for in KMID and 101 in QQQ, against full books of 53 and 321.
You are not choosing between two funds in isolation.
Whichever of KMID and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KMID or QQQ?
KMID has an expense ratio of 0.80% while QQQ charges 0.18%. QQQ is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, KMID or QQQ?
Over the past year KMID returned -3.76% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), KMID annualized -3.01% vs +22.56% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KMID or QQQ?
QQQ has been the more volatile fund at 18.6% annualized versus 12.8% for KMID. Worst drawdown: KMID -18.9% vs QQQ -22.8%.
Should I hold both KMID and QQQ?
KMID and QQQ have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, KMID or QQQ?
KMID yields 0.12% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than KMID?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.