SMDV vs. CVSM
SMDV (ProShares Russell 2000 Dividend Growers ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. SMDV is passively managed, while CVSM is actively managed. A 0.69 correlation means they provide meaningful diversification when combined. SMDV charges 0.40%/yr vs 0.55%/yr for CVSM.
Performance
SMDV vs. CVSM - Performance Comparison
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Returns By Period
SMDV
- 1D
- 0.19%
- 1M
- 2.67%
- 6M
- 13.08%
- YTD
- 17.34%
- 1Y
- 17.36%
- 3Y*
- 11.77%
- 5Y*
- 7.01%
- 10Y*
- 7.27%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SMDV vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SMDV ProShares Russell 2000 Dividend Growers ETF | 9.67% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between SMDV and CVSM is 0.69, 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 | 0.69 |
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Return for Risk
SMDV vs. CVSM — Risk / Return Rank
SMDV
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SMDV vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Russell 2000 Dividend Growers ETF (SMDV) 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.
| SMDV | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | — | — |
| Martin ratioReturn relative to average drawdown | 5.50 | — | — |
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Drawdowns
SMDV vs. CVSM - Drawdown Comparison
The maximum SMDV drawdown since its inception was -34.12%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for SMDV and CVSM.
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Drawdown Indicators
| SMDV | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.12% | -3.36% | -30.76% |
Max Drawdown (1Y)Largest decline over 1 year | -9.79% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.23% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.23% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.12% | — | — |
Current DrawdownCurrent decline from peak | -1.24% | -1.46% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -1.01% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | — | — |
Volatility
SMDV vs. CVSM - Volatility Comparison
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Volatility by Period
| SMDV | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.51% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 11.19% | +4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 11.19% | +7.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 11.19% | +9.53% |
SMDV vs. CVSM - Expense Ratio Comparison
SMDV has a 0.40% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
SMDV vs. CVSM - Dividend Comparison
SMDV's dividend yield for the trailing twelve months is around 2.30%, 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% |
SMDV ProShares Russell 2000 Dividend Growers ETF | 2.30% | 2.67% | 2.68% | 2.69% | 2.51% | 2.02% | 2.13% | 2.03% | 1.97% | 1.84% | 1.35% | 1.81% |
Frequently Asked Questions
SMDV and CVSM have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SMDV is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMDV is cheaper with a 0.40% expense ratio, compared with 0.55% for CVSM.
SMDV has the higher dividend yield at 2.30%, compared with 0.23% for CVSM.
They also come from different issuers: ProShares and CresAlta. Their fees differ too: 0.40% for SMDV and 0.55% for CVSM.
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