EWMC vs. CVSM
EWMC (Invesco S&P MidCap 400 GARP ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. EWMC is passively managed, while CVSM is actively managed. Their 0.71 correlation means they have sometimes moved together and sometimes differently. EWMC charges 0.35%/yr vs 0.55%/yr for CVSM.
Performance
EWMC vs. CVSM - Performance Comparison
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Returns By Period
EWMC
- 1D
- 1.80%
- 1M
- 3.89%
- 6M
- 12.69%
- YTD
- 15.20%
- 1Y
- 23.21%
- 3Y*
- 14.97%
- 5Y*
- 9.92%
- 10Y*
- 11.32%
- ALL TIME*
- 11.60%
CVSM
- 1D
- 0.50%
- 1M
- 0.96%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $55.47K | $49.16K | $43.33K | |
| $1.25M | $1.05M | $1.34M |
EWMC vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EWMC Invesco S&P MidCap 400 GARP ETF | 11.22% |
CVSM CresAlta Small & Mid-Cap ETF | 4.95% |
Correlation
The correlation between EWMC and CVSM is 0.71, 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 | 0.71 |
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Return for Risk
EWMC vs. CVSM — Risk / Return Rank
EWMC
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EWMC vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400 GARP ETF (EWMC) 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.
| EWMC | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | — | — |
| Martin ratioReturn relative to average drawdown | 9.10 | — | — |
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Drawdowns
EWMC vs. CVSM - Drawdown Comparison
The maximum EWMC drawdown since its inception was -43.12%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for EWMC and CVSM.
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Drawdown Indicators
| EWMC | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -3.36% | -39.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -28.09% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.09% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.12% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.84% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -0.97% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | — | — |
Volatility
EWMC vs. CVSM - Volatility Comparison
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Volatility by Period
| EWMC | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 11.58% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.82% | 11.58% | +9.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 11.58% | +10.62% |
EWMC vs. CVSM - Expense Ratio Comparison
EWMC has a 0.35% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
EWMC vs. CVSM - Dividend Comparison
EWMC's dividend yield for the trailing twelve months is around 0.69%, 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% |
EWMC Invesco S&P MidCap 400 GARP ETF | 0.69% | 1.19% | 0.95% | 0.96% | 1.28% | 0.92% | 1.16% | 1.25% | 1.50% | 1.14% | 1.00% | 1.43% |
Frequently Asked Questions
EWMC and CVSM have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EWMC is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EWMC is cheaper with a 0.35% expense ratio, compared with 0.55% for CVSM.
EWMC has the higher dividend yield at 0.69%, compared with 0.23% for CVSM.
They also come from different issuers: Invesco and CresAlta. Their fees differ too: 0.35% for EWMC and 0.55% for CVSM.
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