DFMC vs. CVSM

Last updated Jul 17, 2026

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

Performance

DFMC vs. CVSM - Performance Comparison

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

Returns By Period

DFMC

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

CVSM

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

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

DFMC vs. CVSM - Yearly Performance Comparison

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

Correlation

The correlation between DFMC and CVSM 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

DFMC vs. CVSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Micro Cap Portfolio ETF (DFMC) 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.

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

Drawdowns

DFMC vs. CVSM - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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

DFMC vs. CVSM - Expense Ratio Comparison

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

Dividends

DFMC vs. CVSM - Dividend Comparison

DFMC's dividend yield for the trailing twelve months is around 0.22%, less than CVSM's 0.23% 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 DFMC and CVSM in my portfolio?

DFMC and CVSM 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, DFMC or CVSM?

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, DFMC or CVSM?

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

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

DFMC and CVSM have nearly identical dividend yields, around 0.22%.

What is the main difference between DFMC and CVSM?

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