XJR vs. CVSM
XJR (iShares ESG Screened S&P Small-Cap ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. XJR is passively managed, while CVSM is actively managed. A 0.75 correlation means they provide meaningful diversification when combined. XJR charges 0.12%/yr vs 0.55%/yr for CVSM.
Performance
XJR vs. CVSM - Performance Comparison
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Returns By Period
XJR
- 1D
- -0.59%
- 1M
- 1.09%
- 6M
- 15.44%
- YTD
- 20.97%
- 1Y
- 27.63%
- 3Y*
- 14.36%
- 5Y*
- 7.39%
- 10Y*
- —
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XJR vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XJR iShares ESG Screened S&P Small-Cap ETF | 9.29% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between XJR and CVSM is 0.75, 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 | 0.75 |
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Return for Risk
XJR vs. CVSM — Risk / Return Rank
XJR
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XJR vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Small-Cap ETF (XJR) 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.
| XJR | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | — | — |
| Martin ratioReturn relative to average drawdown | 9.50 | — | — |
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Drawdowns
XJR vs. CVSM - Drawdown Comparison
The maximum XJR drawdown since its inception was -27.14%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for XJR and CVSM.
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Drawdown Indicators
| XJR | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -3.36% | -23.78% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.14% | — | — |
Current DrawdownCurrent decline from peak | -2.63% | -1.46% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -1.01% | -8.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | — | — |
Volatility
XJR vs. CVSM - Volatility Comparison
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Volatility by Period
| XJR | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 11.19% | +6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.40% | 11.19% | +10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.64% | 11.19% | +10.45% |
XJR vs. CVSM - Expense Ratio Comparison
XJR has a 0.12% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
XJR vs. CVSM - Dividend Comparison
XJR's dividend yield for the trailing twelve months is around 0.94%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XJR iShares ESG Screened S&P Small-Cap ETF | 0.94% | 1.14% | 1.96% | 0.92% | 1.29% | 2.00% | 0.58% |
Frequently Asked Questions
XJR and CVSM have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XJR is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XJR is cheaper with a 0.12% expense ratio, compared with 0.55% for CVSM.
XJR has the higher dividend yield at 0.94%, compared with 0.23% for CVSM.
They also come from different issuers: iShares and CresAlta. Their fees differ too: 0.12% for XJR and 0.55% for CVSM.
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