CVSM vs. DFMC

Last updated Jul 17, 2026

CVSM (CresAlta Small & Mid-Cap ETF) and DFMC (Dimensional US Micro Cap Portfolio ETF) are both Small Cap Blend Equities funds. Both are actively managed. A 0.72 correlation means they provide meaningful diversification when combined. CVSM charges 0.55%/yr vs 0.41%/yr for DFMC.

Performance

CVSM vs. DFMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CresAlta Small & Mid-Cap ETF (CVSM) and Dimensional US Micro Cap Portfolio ETF (DFMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CVSM

• 1D: 1.17%
• 1M: 0.85%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFMC

• 1D: 0.71%
• 1M: 4.11%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CVSM vs. DFMC - Yearly Performance Comparison

	2026 (YTD)
CVSM CresAlta Small & Mid-Cap ETF	4.32%
DFMC Dimensional US Micro Cap Portfolio ETF	11.25%

Correlation

The correlation between CVSM and DFMC is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.72

Return for Risk

CVSM vs. DFMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CresAlta Small & Mid-Cap ETF (CVSM) and Dimensional US Micro Cap Portfolio ETF (DFMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

CVSM vs. DFMC - Drawdown Comparison

The maximum CVSM drawdown since its inception was -3.36%, smaller than the maximum DFMC drawdown of -4.29%. Use the drawdown chart below to compare losses from any high point for CVSM and DFMC.

Drawdown Indicators

	CVSM	DFMC	Difference
Max Drawdown Largest peak-to-trough decline	-3.36%	-4.29%	+0.93%
Current Drawdown Current decline from peak	-0.33%	-0.62%	+0.29%
Average Drawdown Average peak-to-trough decline	-1.01%	-0.80%	-0.21%

Volatility

Volatility by Period

	CVSM	DFMC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	11.11%	15.40%	-4.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.11%	15.40%	-4.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.11%	15.40%	-4.29%

CVSM vs. DFMC - Expense Ratio Comparison

CVSM has a 0.55% expense ratio, which is higher than DFMC's 0.41% expense ratio.

Dividends

CVSM vs. DFMC - Dividend Comparison

CVSM's dividend yield for the trailing twelve months is around 0.23%, more than DFMC's 0.22% yield.

Position	TTM
CVSM CresAlta Small & Mid-Cap ETF	0.23%
DFMC Dimensional US Micro Cap Portfolio ETF	0.22%

Frequently Asked Questions

Can I hold both CVSM and DFMC in my portfolio?

CVSM and DFMC have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CVSM or DFMC?

On fees, DFMC is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CVSM or DFMC?

DFMC is cheaper with a 0.41% expense ratio, compared with 0.55% for CVSM.

Which ETF pays a higher dividend yield, CVSM or DFMC?

CVSM and DFMC have nearly identical dividend yields, around 0.23%.

What is the main difference between CVSM and DFMC?

They also come from different issuers: CresAlta and Dimensional Fund Advisors. Their fees differ too: 0.55% for CVSM and 0.41% for DFMC.