CVSM vs. SMMV
CVSM (CresAlta Small & Mid-Cap ETF) and SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) are both Small Cap Blend Equities funds. CVSM is actively managed, while SMMV is passively managed. Their 0.60 correlation means they have sometimes moved together and sometimes differently. CVSM charges 0.55%/yr vs 0.20%/yr for SMMV.
Performance
CVSM vs. SMMV - Performance Comparison
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Returns By Period
CVSM
- 1D
- 0.17%
- 1M
- 2.18%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SMMV
- 1D
- 0.59%
- 1M
- 2.23%
- 6M
- 6.20%
- YTD
- 9.31%
- 1Y
- 13.25%
- 3Y*
- 12.33%
- 5Y*
- 6.32%
- 10Y*
- —
- ALL TIME*
- 8.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $30.96K | $58.28K | $38.43K | |
| $296.18K | $368.93K | $434.21K |
CVSM vs. SMMV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 5.73% |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | 7.29% |
Correlation
The correlation between CVSM and SMMV is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.60 |
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Return for Risk
CVSM vs. SMMV — Risk / Return Rank
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SMMV
CVSM vs. SMMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CresAlta Small & Mid-Cap ETF (CVSM) and iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV). 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 | SMMV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.90 | — |
| Martin ratioReturn relative to average drawdown | — | 5.83 | — |
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Drawdowns
CVSM vs. SMMV - Drawdown Comparison
The maximum CVSM drawdown since its inception was -3.36%, smaller than the maximum SMMV drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for CVSM and SMMV.
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Drawdown Indicators
| CVSM | SMMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.36% | -38.77% | +35.41% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.02% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.68% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.00% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.13% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -0.94% | -5.04% | +4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.29% | — |
Volatility
CVSM vs. SMMV - Volatility Comparison
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Volatility by Period
| CVSM | SMMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.90% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 9.74% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.20% | 13.44% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.20% | 15.62% | -4.42% |
CVSM vs. SMMV - Expense Ratio Comparison
CVSM has a 0.55% expense ratio, which is higher than SMMV's 0.20% expense ratio.
Dividends
CVSM vs. SMMV - Dividend Comparison
CVSM's dividend yield for the trailing twelve months is around 0.23%, less than SMMV's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF | 1.66% | 1.77% | 1.76% | 2.30% | 1.67% | 1.08% | 1.39% | 1.64% | 1.72% | 1.63% | 0.79% |
Frequently Asked Questions
CVSM and SMMV have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SMMV is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMMV is cheaper with a 0.20% expense ratio, compared with 0.55% for CVSM.
SMMV has the higher dividend yield at 1.66%, compared with 0.23% for CVSM.
They also come from different issuers: CresAlta and iShares. Their fees differ too: 0.55% for CVSM and 0.20% for SMMV.
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