OSCV vs. CVSM
OSCV (Opus Small Cap Value Plus ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. Both are actively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. OSCV charges 0.79%/yr vs 0.55%/yr for CVSM.
Performance
OSCV vs. CVSM - Performance Comparison
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Returns By Period
OSCV
- 1D
- 0.09%
- 1M
- 0.78%
- 6M
- 9.38%
- YTD
- 15.37%
- 1Y
- 19.59%
- 3Y*
- 10.19%
- 5Y*
- 6.85%
- 10Y*
- —
- ALL TIME*
- 8.18%
CVSM
- 1D
- -1.17%
- 1M
- 0.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.53K | $49.87K | $42.10K | |
| $3.38M | $3.12M | $2.35M |
OSCV vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
OSCV Opus Small Cap Value Plus ETF | 6.17% |
CVSM CresAlta Small & Mid-Cap ETF | 4.43% |
Correlation
The correlation between OSCV and CVSM is 0.72, 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 | 0.72 |
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Return for Risk
OSCV vs. CVSM — Risk / Return Rank
OSCV
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
OSCV vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value Plus ETF (OSCV) 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.
| OSCV | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | — | — |
| Martin ratioReturn relative to average drawdown | 6.92 | — | — |
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Drawdowns
OSCV vs. CVSM - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for OSCV and CVSM.
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Drawdown Indicators
| OSCV | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.40% | -3.36% | -39.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.55% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -22.92% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | — | — |
Current DrawdownCurrent decline from peak | -0.63% | -2.33% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -0.96% | -6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | — | — |
Volatility
OSCV vs. CVSM - Volatility Comparison
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Volatility by Period
| OSCV | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.02% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.02% | 11.65% | +1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 11.65% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.74% | 11.65% | +9.09% |
OSCV vs. CVSM - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than CVSM's 0.55% expense ratio.
Dividends
OSCV vs. CVSM - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.05%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OSCV Opus Small Cap Value Plus ETF | 1.05% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% |
Frequently Asked Questions
OSCV and CVSM have a correlation of 0.72, 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 0.79% for OSCV.
OSCV has the higher dividend yield at 1.05%, compared with 0.23% for CVSM.
They also come from different issuers: Aptus and CresAlta. Their fees differ too: 0.79% for OSCV and 0.55% for CVSM.
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