CVSM vs. IJR
CVSM (CresAlta Small & Mid-Cap ETF) and IJR (iShares Core S&P Small-Cap ETF) are both Small Cap Blend Equities funds. CVSM is actively managed, while IJR is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. CVSM charges 0.55%/yr vs 0.06%/yr for IJR.
Performance
CVSM vs. IJR - Performance Comparison
Loading charts...
Returns By Period
CVSM
- 1D
- -0.20%
- 1M
- 1.76%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR
- 1D
- -0.97%
- 1M
- 5.92%
- 6M
- 17.11%
- YTD
- 21.53%
- 1Y
- 32.50%
- 3Y*
- 15.72%
- 5Y*
- 7.66%
- 10Y*
- 11.02%
CVSM vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 3.84% |
IJR iShares Core S&P Small-Cap ETF | 8.88% |
Correlation
The correlation between CVSM and IJR is 0.78, 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 | 0.78 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CVSM vs. IJR — Risk / Return Rank
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IJR
CVSM vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CresAlta Small & Mid-Cap ETF (CVSM) and iShares Core S&P Small-Cap ETF (IJR). 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.
| CVSM | IJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.76 | — |
| Martin ratioReturn relative to average drawdown | — | 12.62 | — |
Loading charts...
Drawdowns
CVSM vs. IJR - Drawdown Comparison
The maximum CVSM drawdown since its inception was -3.36%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for CVSM and IJR.
Loading charts...
Drawdown Indicators
| CVSM | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.36% | -58.15% | +54.79% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.02% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -0.80% | -1.97% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -0.92% | -9.25% | +8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.58% | — |
Volatility
CVSM vs. IJR - Volatility Comparison
Loading charts...
Volatility by Period
| CVSM | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.87% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.10% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 17.62% | -6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 21.39% | -10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.23% | 22.85% | -11.62% |
CVSM vs. IJR - Expense Ratio Comparison
CVSM has a 0.55% expense ratio, which is higher than IJR's 0.06% expense ratio.
Dividends
CVSM vs. IJR - Dividend Comparison
CVSM's dividend yield for the trailing twelve months is around 0.23%, less than IJR's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.13% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
CVSM and IJR have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IJR is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IJR is cheaper with a 0.06% expense ratio, compared with 0.55% for CVSM.
IJR has the higher dividend yield at 1.13%, compared with 0.23% for CVSM.
They also come from different issuers: CresAlta and iShares. Their fees differ too: 0.55% for CVSM and 0.06% for IJR.
Find the right allocation for CVSM and IJR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer