FNDA vs. CVSM
FNDA (Schwab Fundamental U.S. Small Company ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. FNDA is passively managed, while CVSM is actively managed. A 0.75 correlation means they provide meaningful diversification when combined. FNDA charges 0.25%/yr vs 0.55%/yr for CVSM.
Performance
FNDA vs. CVSM - Performance Comparison
Loading charts...
Returns By Period
FNDA
- 1D
- -0.29%
- 1M
- 0.56%
- 6M
- 12.31%
- YTD
- 18.97%
- 1Y
- 27.48%
- 3Y*
- 14.58%
- 5Y*
- 8.71%
- 10Y*
- 10.86%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FNDA vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
FNDA Schwab Fundamental U.S. Small Company ETF | 7.25% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between FNDA and CVSM is 0.75, 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 | 0.75 |
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
FNDA vs. CVSM — Risk / Return Rank
FNDA
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FNDA vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental U.S. Small Company ETF (FNDA) 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.
| FNDA | 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 | 2.95 | — | — |
| Martin ratioReturn relative to average drawdown | 9.52 | — | — |
Loading charts...
Drawdowns
FNDA vs. CVSM - Drawdown Comparison
The maximum FNDA drawdown since its inception was -44.64%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for FNDA and CVSM.
Loading charts...
Drawdown Indicators
| FNDA | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.64% | -3.36% | -41.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.92% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | — | — |
Current DrawdownCurrent decline from peak | -1.94% | -1.46% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -1.01% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | — | — |
Volatility
FNDA vs. CVSM - Volatility Comparison
Loading charts...
Volatility by Period
| FNDA | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.48% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 11.19% | +6.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.83% | 11.19% | +9.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 11.19% | +11.12% |
FNDA vs. CVSM - Expense Ratio Comparison
FNDA has a 0.25% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
FNDA vs. CVSM - Dividend Comparison
FNDA's dividend yield for the trailing twelve months is around 1.12%, 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% |
FNDA Schwab Fundamental U.S. Small Company ETF | 1.12% | 1.22% | 1.53% | 1.37% | 1.38% | 1.15% | 1.31% | 1.38% | 1.64% | 1.30% | 1.18% | 1.33% |
Frequently Asked Questions
FNDA 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, FNDA is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FNDA is cheaper with a 0.25% expense ratio, compared with 0.55% for CVSM.
FNDA has the higher dividend yield at 1.12%, compared with 0.23% for CVSM.
They also come from different issuers: Charles Schwab and CresAlta. Their fees differ too: 0.25% for FNDA and 0.55% for CVSM.
Find the right allocation for FNDA 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