DES vs. CVSM
DES (WisdomTree U.S. SmallCap Dividend Fund) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. DES is passively managed, while CVSM is actively managed. A 0.77 correlation means they provide meaningful diversification when combined. DES charges 0.38%/yr vs 0.55%/yr for CVSM.
Performance
DES vs. CVSM - Performance Comparison
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Returns By Period
DES
- 1D
- 0.10%
- 1M
- 0.69%
- 6M
- 16.17%
- YTD
- 21.31%
- 1Y
- 25.25%
- 3Y*
- 14.29%
- 5Y*
- 8.18%
- 10Y*
- 7.96%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DES vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DES WisdomTree U.S. SmallCap Dividend Fund | 7.40% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between DES and CVSM is 0.77, 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 | 0.77 |
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Return for Risk
DES vs. CVSM — Risk / Return Rank
DES
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DES vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Dividend Fund (DES) and CresAlta Small & Mid-Cap ETF (CVSM). 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.
| DES | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | — | — |
| Martin ratioReturn relative to average drawdown | 9.49 | — | — |
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Drawdowns
DES vs. CVSM - Drawdown Comparison
The maximum DES drawdown since its inception was -65.48%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for DES and CVSM.
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Drawdown Indicators
| DES | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.48% | -3.36% | -62.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.64% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.16% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.16% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.65% | — | — |
Current DrawdownCurrent decline from peak | -1.47% | -1.46% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -1.01% | -8.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | — | — |
Volatility
DES vs. CVSM - Volatility Comparison
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Volatility by Period
| DES | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.91% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.16% | 11.19% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.45% | 11.19% | +8.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 11.19% | +10.72% |
DES vs. CVSM - Expense Ratio Comparison
DES has a 0.38% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
DES vs. CVSM - Dividend Comparison
DES's dividend yield for the trailing twelve months is around 2.28%, more than CVSM's 0.23% 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% |
DES WisdomTree U.S. SmallCap Dividend Fund | 2.28% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
Frequently Asked Questions
DES and CVSM have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DES is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DES is cheaper with a 0.38% expense ratio, compared with 0.55% for CVSM.
DES has the higher dividend yield at 2.28%, compared with 0.23% for CVSM.
They also come from different issuers: WisdomTree and CresAlta. Their fees differ too: 0.38% for DES and 0.55% for CVSM.
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