IWM vs. CVSM
IWM (iShares Russell 2000 ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. IWM is passively managed, while CVSM is actively managed. A 0.61 correlation means they provide meaningful diversification when combined. IWM charges 0.19%/yr vs 0.55%/yr for CVSM.
Performance
IWM vs. CVSM - Performance Comparison
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Returns By Period
IWM
- 1D
- 0.35%
- 1M
- 0.77%
- 6M
- 13.16%
- YTD
- 20.14%
- 1Y
- 33.33%
- 3Y*
- 16.79%
- 5Y*
- 7.57%
- 10Y*
- 10.80%
CVSM
- 1D
- 0.03%
- 1M
- -1.43%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IWM iShares Russell 2000 ETF | 6.34% |
CVSM CresAlta Small & Mid-Cap ETF | 3.17% |
Correlation
The correlation between IWM and CVSM is 0.61, 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 | 0.61 |
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Return for Risk
IWM vs. CVSM — Risk / Return Rank
IWM
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IWM vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) 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.
| IWM | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.29 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | — | — |
| Martin ratioReturn relative to average drawdown | 10.73 | — | — |
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Drawdowns
IWM vs. CVSM - Drawdown Comparison
The maximum IWM drawdown since its inception was -59.05%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for IWM and CVSM.
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Drawdown Indicators
| IWM | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -3.36% | -55.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -27.50% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -31.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.13% | — | — |
Current DrawdownCurrent decline from peak | -1.98% | -1.43% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -1.02% | -9.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | — | — |
Volatility
IWM vs. CVSM - Volatility Comparison
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Volatility by Period
| IWM | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.18% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.50% | 11.04% | +8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 11.04% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 11.04% | +11.96% |
IWM vs. CVSM - Expense Ratio Comparison
IWM has a 0.19% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
IWM vs. CVSM - Dividend Comparison
IWM's dividend yield for the trailing twelve months is around 0.90%, 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% |
IWM iShares Russell 2000 ETF | 0.90% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Frequently Asked Questions
IWM and CVSM have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWM is cheaper with a 0.19% expense ratio, compared with 0.55% for CVSM.
IWM has the higher dividend yield at 0.90%, compared with 0.23% for CVSM.
They also come from different issuers: iShares and CresAlta. Their fees differ too: 0.19% for IWM and 0.55% for CVSM.
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