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. A 0.73 correlation means they provide meaningful diversification when combined. 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
- -0.04%
- 1M
- 1.59%
- 6M
- 8.43%
- YTD
- 10.58%
- 1Y
- 18.16%
- 3Y*
- 13.61%
- 5Y*
- 9.14%
- 10Y*
- 11.01%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EWMC vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EWMC Invesco S&P MidCap 400 GARP ETF | 6.75% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between EWMC and CVSM is 0.73, 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 | 0.73 |
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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 | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | — | — |
| Martin ratioReturn relative to average drawdown | 7.00 | — | — |
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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 | -0.96% | -1.46% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -1.01% | -4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | — | — |
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 | 3.89% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.51% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 11.19% | +4.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 11.19% | +9.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.18% | 11.19% | +10.99% |
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 0.72%, 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 | 0.72% | 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 0.73, 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 0.72%, 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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