IJR vs. CVSM
IJR (iShares Core S&P Small-Cap ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. IJR is passively managed, while CVSM is actively managed. A 0.76 correlation means they provide meaningful diversification when combined. IJR charges 0.06%/yr vs 0.55%/yr for CVSM.
Performance
IJR vs. CVSM - Performance Comparison
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Returns By Period
IJR
- 1D
- 0.27%
- 1M
- 1.50%
- 6M
- 15.44%
- YTD
- 21.53%
- 1Y
- 30.20%
- 3Y*
- 14.56%
- 5Y*
- 7.78%
- 10Y*
- 10.74%
CVSM
- 1D
- 0.03%
- 1M
- -1.43%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IJR iShares Core S&P Small-Cap ETF | 8.88% |
CVSM CresAlta Small & Mid-Cap ETF | 3.17% |
Correlation
The correlation between IJR and CVSM is 0.76, 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 | 0.76 |
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Return for Risk
IJR vs. CVSM — Risk / Return Rank
IJR
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IJR vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) 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.
| IJR | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.30 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.49 | — | — |
| Martin ratioReturn relative to average drawdown | 11.71 | — | — |
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Drawdowns
IJR vs. CVSM - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for IJR and CVSM.
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Drawdown Indicators
| IJR | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -3.36% | -54.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -28.02% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | — | — |
Current DrawdownCurrent decline from peak | -1.98% | -1.43% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -1.02% | -8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | — | — |
Volatility
IJR vs. CVSM - Volatility Comparison
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Volatility by Period
| IJR | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 11.04% | +6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.35% | 11.04% | +10.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 11.04% | +11.81% |
IJR vs. CVSM - Expense Ratio Comparison
IJR has a 0.06% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
IJR vs. CVSM - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.13%, 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% |
IJR iShares Core S&P Small-Cap ETF | 1.13% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
IJR and CVSM have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IJR is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IJR is cheaper with a 0.06% expense ratio, compared with 0.55% for CVSM.
IJR has the higher dividend yield at 1.13%, compared with 0.23% for CVSM.
They also come from different issuers: iShares and CresAlta. Their fees differ too: 0.06% for IJR and 0.55% for CVSM.
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