PRFZ vs. CVSM
PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. PRFZ is passively managed, while CVSM is actively managed. Their 0.57 correlation means they have sometimes moved together and sometimes differently. PRFZ charges 0.39%/yr vs 0.55%/yr for CVSM.
Performance
PRFZ vs. CVSM - Performance Comparison
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Returns By Period
PRFZ
- 1D
- -0.23%
- 1M
- -2.45%
- 6M
- 13.03%
- YTD
- 17.59%
- 1Y
- 33.30%
- 3Y*
- 14.83%
- 5Y*
- 9.40%
- 10Y*
- 11.68%
- ALL TIME*
- 10.03%
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 | |
| $4.67M | $5.60M | $8.64M |
PRFZ vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 8.31% |
CVSM CresAlta Small & Mid-Cap ETF | 4.43% |
Correlation
The correlation between PRFZ and CVSM is 0.57, 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 | 0.57 |
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Return for Risk
PRFZ vs. CVSM — Risk / Return Rank
PRFZ
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PRFZ vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) 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.
| PRFZ | 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 | 2.97 | — | — |
| Martin ratioReturn relative to average drawdown | 10.08 | — | — |
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Drawdowns
PRFZ vs. CVSM - Drawdown Comparison
The maximum PRFZ drawdown since its inception was -62.41%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for PRFZ and CVSM.
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Drawdown Indicators
| PRFZ | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.41% | -3.36% | -59.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -26.54% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | — | — |
Current DrawdownCurrent decline from peak | -3.64% | -2.33% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -0.96% | -8.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | — | — |
Volatility
PRFZ vs. CVSM - Volatility Comparison
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Volatility by Period
| PRFZ | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 11.65% | +6.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.23% | 11.65% | +9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 11.65% | +10.73% |
PRFZ vs. CVSM - Expense Ratio Comparison
PRFZ has a 0.39% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
PRFZ vs. CVSM - Dividend Comparison
PRFZ's dividend yield for the trailing twelve months is around 0.80%, 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% |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.80% | 0.82% | 1.45% | 1.42% | 1.33% | 0.93% | 0.91% | 1.29% | 1.37% | 0.97% | 1.31% | 1.39% |
Frequently Asked Questions
PRFZ and CVSM have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PRFZ is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PRFZ is cheaper with a 0.39% expense ratio, compared with 0.55% for CVSM.
PRFZ has the higher dividend yield at 0.80%, compared with 0.23% for CVSM.
They also come from different issuers: Invesco and CresAlta. Their fees differ too: 0.39% for PRFZ and 0.55% for CVSM.
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