RWK vs. CVSM
RWK (Invesco S&P MidCap 400 Revenue ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. RWK is passively managed, while CVSM is actively managed. A 0.79 correlation means they provide meaningful diversification when combined. RWK charges 0.39%/yr vs 0.55%/yr for CVSM.
Performance
RWK vs. CVSM - Performance Comparison
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Returns By Period
RWK
- 1D
- -0.18%
- 1M
- 0.28%
- 6M
- 10.87%
- YTD
- 16.32%
- 1Y
- 20.92%
- 3Y*
- 15.75%
- 5Y*
- 12.29%
- 10Y*
- 12.75%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RWK vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 7.79% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between RWK and CVSM is 0.79, 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 | 0.79 |
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Return for Risk
RWK vs. CVSM — Risk / Return Rank
RWK
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RWK vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400 Revenue ETF (RWK) 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.
| RWK | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | — | — |
| Martin ratioReturn relative to average drawdown | 6.08 | — | — |
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Drawdowns
RWK vs. CVSM - Drawdown Comparison
The maximum RWK drawdown since its inception was -56.49%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for RWK and CVSM.
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Drawdown Indicators
| RWK | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.49% | -3.36% | -53.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.58% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -46.20% | — | — |
Current DrawdownCurrent decline from peak | -0.42% | -1.46% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -1.01% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | — | — |
Volatility
RWK vs. CVSM - Volatility Comparison
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Volatility by Period
| RWK | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 11.19% | +5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.01% | 11.19% | +9.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.87% | 11.19% | +11.68% |
RWK vs. CVSM - Expense Ratio Comparison
RWK has a 0.39% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
RWK vs. CVSM - Dividend Comparison
RWK's dividend yield for the trailing twelve months is around 1.02%, 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% |
RWK Invesco S&P MidCap 400 Revenue ETF | 1.02% | 1.25% | 1.11% | 1.05% | 1.18% | 0.85% | 0.96% | 1.09% | 1.22% | 0.99% | 1.30% | 0.92% |
Frequently Asked Questions
RWK and CVSM have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RWK is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RWK is cheaper with a 0.39% expense ratio, compared with 0.55% for CVSM.
RWK has the higher dividend yield at 1.02%, compared with 0.23% for CVSM.
They also come from different issuers: Invesco and CresAlta. Their fees differ too: 0.39% for RWK and 0.55% for CVSM.
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