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CVSM vs SDVY

CresAlta Small and Mid-Cap ETF vs First Trust SMID Cap Rising Dividend Achievers ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

First Trust

Annual cost

0.58%

Fund size

$11.0B

Key differences

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

Side-by-side comparison

CVSMSDVY
Annual cost (TER)0.58%
Fund size (AUM)$11.0B
Since2017
Dividend yield0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.6%
CAGR 3YN/A+19.0%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.81
Volatility 1Y15.50%
Max drawdown-44.70%

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

Similar to CVSM and SDVY