KMID vs. LCG ETF Comparison

Comparison of Virtus KAR Mid-Cap ETF (KMID) to Sterling Capital Focus Equity ETF (LCG)
KMID

Virtus KAR Mid-Cap ETF

KMID Description

The fund advisor pursues long-term capital appreciation in the medium capitalization sector while seeking less market risk than the Russell Midcap® Index. The fund advisor invests in medium market capitalization companies believed by Kayne Anderson Rudnick Investment Management, LLC, the fund"s sub-adviser, to be undervalued relative to their future growth potential. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.83

Average Daily Volume

12,545

Number of Holdings *

25

* may have additional holdings in another (foreign) market
LCG

Sterling Capital Focus Equity ETF

LCG Description Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$30.56

Average Daily Volume

7,573

Number of Holdings *

19

* may have additional holdings in another (foreign) market
Performance
Period KMID LCG
30 Days 4.99% 8.68%
60 Days 5.80%
90 Days 7.66%
12 Months 18.36%
2 Overlapping Holdings
Symbol Grade Weight in KMID Weight in LCG Overlap
MSCI C 2.94% 4.36% 2.94%
ODFL B 3.82% 3.72% 3.72%
KMID Overweight 23 Positions Relative to LCG
Symbol Grade Weight
AME A 6.31%
TDY B 4.11%
HEI B 4.06%
EFX F 3.98%
LII A 3.97%
WST C 3.92%
POOL C 3.92%
ROST C 3.88%
DPZ C 3.82%
PNR A 3.68%
VRSK A 3.63%
WAB B 3.57%
BRO B 3.55%
NDSN B 3.5%
ROL B 3.42%
FICO B 3.28%
BSY D 3.25%
LPLA A 3.1%
ALGN D 2.92%
BR A 2.92%
FDS B 2.64%
WRB A 2.47%
MPWR F 2.35%
KMID Underweight 17 Positions Relative to LCG
Symbol Grade Weight
SHOP B -9.42%
SPGI C -7.79%
CSGP D -6.38%
AMZN C -4.83%
IDXX F -4.81%
GOOG C -4.7%
VEEV C -4.49%
SAIA B -4.47%
MDB C -4.44%
HUBS A -3.87%
NOW A -3.68%
WDAY B -3.63%
ASML F -3.56%
TEAM A -3.36%
CDNS B -3.14%
SNPS B -3.12%
MSFT F -3.08%
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