ISMD vs. CVSM
ISMD (Inspire Small/Mid Cap Impact ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. ISMD is passively managed, while CVSM is actively managed. Their 0.64 correlation means they have sometimes moved together and sometimes differently. ISMD charges 0.57%/yr vs 0.55%/yr for CVSM.
Performance
ISMD vs. CVSM - Performance Comparison
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Returns By Period
ISMD
- 1D
- 1.90%
- 1M
- 1.30%
- 6M
- 20.38%
- YTD
- 30.08%
- 1Y
- 43.77%
- 3Y*
- 15.42%
- 5Y*
- 10.33%
- 10Y*
- —
- ALL TIME*
- 10.06%
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 | |
| $1.84M | $2.27M | $1.93M |
ISMD vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 12.61% |
CVSM CresAlta Small & Mid-Cap ETF | 4.95% |
Correlation
The correlation between ISMD and CVSM is 0.64, 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 | 0.64 |
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Return for Risk
ISMD vs. CVSM — Risk / Return Rank
ISMD
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISMD vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) 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.
| ISMD | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.41 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.56 | — | — |
| Martin ratioReturn relative to average drawdown | 14.79 | — | — |
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Drawdowns
ISMD vs. CVSM - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for ISMD and CVSM.
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Drawdown Indicators
| ISMD | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -3.36% | -41.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -26.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | — | — |
Current DrawdownCurrent decline from peak | -0.35% | -1.84% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -0.97% | -7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | — | — |
Volatility
ISMD vs. CVSM - Volatility Comparison
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Volatility by Period
| ISMD | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 11.58% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 11.58% | +9.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 11.58% | +12.04% |
ISMD vs. CVSM - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than CVSM's 0.55% expense ratio.
Dividends
ISMD vs. CVSM - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.10%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ISMD Inspire Small/Mid Cap Impact ETF | 1.10% | 1.21% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 1.35% | 2.02% |
Frequently Asked Questions
ISMD and CVSM have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CVSM is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CVSM is cheaper with a 0.55% expense ratio, compared with 0.57% for ISMD.
ISMD has the higher dividend yield at 1.10%, compared with 0.23% for CVSM.
They also come from different issuers: Inspire and CresAlta. Their fees differ too: 0.57% for ISMD and 0.55% for CVSM.
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