DFAS vs. CVSM
DFAS (Dimensional U.S. Small Cap ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. Both are actively managed. Their 0.75 correlation means they have sometimes moved together and sometimes differently. DFAS charges 0.26%/yr vs 0.55%/yr for CVSM.
Performance
DFAS vs. CVSM - Performance Comparison
Loading charts...
Returns By Period
DFAS
- 1D
- -0.17%
- 1M
- -0.61%
- 6M
- 10.95%
- YTD
- 16.93%
- 1Y
- 29.19%
- 3Y*
- 13.31%
- 5Y*
- 8.65%
- 10Y*
- —
- ALL TIME*
- 7.93%
CVSM
- 1D
- -1.17%
- 1M
- 0.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.53K | $49.87K | $42.10K | |
| $35.83M | $42.77M | $37.37M |
DFAS vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DFAS Dimensional U.S. Small Cap ETF | 7.45% |
CVSM CresAlta Small & Mid-Cap ETF | 4.43% |
Correlation
The correlation between DFAS and CVSM is 0.75, 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 | 0.75 |
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
DFAS vs. CVSM — Risk / Return Rank
DFAS
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DFAS vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Small Cap ETF (DFAS) 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.
| DFAS | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | — | — |
| Martin ratioReturn relative to average drawdown | 10.09 | — | — |
Loading charts...
Drawdowns
DFAS vs. CVSM - Drawdown Comparison
The maximum DFAS drawdown since its inception was -26.13%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for DFAS and CVSM.
Loading charts...
Drawdown Indicators
| DFAS | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.13% | -3.36% | -22.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -26.13% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.13% | — | — |
Current DrawdownCurrent decline from peak | -1.59% | -2.33% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -0.96% | -7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | — | — |
Volatility
DFAS vs. CVSM - Volatility Comparison
Loading charts...
Volatility by Period
| DFAS | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 11.65% | +5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 11.65% | +9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 11.65% | +9.01% |
DFAS vs. CVSM - Expense Ratio Comparison
DFAS has a 0.26% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
DFAS vs. CVSM - Dividend Comparison
DFAS's dividend yield for the trailing twelve months is around 0.98%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFAS Dimensional U.S. Small Cap ETF | 0.98% | 0.99% | 0.93% | 1.00% | 1.03% | 2.87% |
Frequently Asked Questions
DFAS and CVSM have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DFAS is cheaper at 0.26% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DFAS is cheaper with a 0.26% expense ratio, compared with 0.55% for CVSM.
DFAS has the higher dividend yield at 0.98%, compared with 0.23% for CVSM.
They also come from different issuers: Dimensional and CresAlta. Their fees differ too: 0.26% for DFAS and 0.55% for CVSM.
Find the right allocation for DFAS and CVSM
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