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CVSM vs FVAL

CresAlta Small and Mid-Cap ETF vs Fidelity Value Factor ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FVAL

Fidelity Value Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

CVSMFVAL
Annual cost (TER)0.15%
Fund size (AUM)$1.2B
Since2016
Dividend yield1.56%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.2%
CAGR 3YN/A+21.4%
CAGR 5YN/A+12.4%
Sharpe 3YN/A1.18
Volatility 1Y11.74%
Max drawdown-37.26%

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

Similar to CVSM and FVAL