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CVSM vs DVY

CresAlta Small and Mid-Cap ETF vs iShares Select Dividend ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • CVSM follows a active selection strategy; DVY uses index tracking.

Side-by-side comparison

CVSMDVY
Annual cost (TER)0.38%
Fund size (AUM)$22.9B
Since2003
Dividend yield3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.9%
CAGR 3YN/A+16.1%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.89
Volatility 1Y11.23%
Max drawdown-41.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CVSM and DVY