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. Their correlation of 0.84 means they have usually moved in the same direction. 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
- -0.70%
- 1M
- 1.66%
- 6M
- 13.42%
- YTD
- 18.15%
- 1Y
- 28.53%
- 3Y*
- 15.25%
- 5Y*
- 12.08%
- 10Y*
- 13.00%
- ALL TIME*
- 11.54%
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 | |
| $2.23M | $2.59M | $2.47M |
RWK vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 9.48% |
CVSM CresAlta Small & Mid-Cap ETF | 4.43% |
Correlation
The correlation between RWK and CVSM is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.84 |
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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 | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | — | — |
| Martin ratioReturn relative to average drawdown | 7.78 | — | — |
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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 | -1.30% | -2.33% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -0.96% | -6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | — | — |
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 | 4.08% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.96% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.49% | 11.65% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.94% | 11.65% | +9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 11.65% | +11.23% |
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 1.00%, 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 | 1.00% | 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 0.84, 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 1.00%, 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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