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CVSM vs SHRY

CresAlta Small and Mid-Cap ETF vs First Trust Bloomberg Shareholder Yield ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

SHRY

First Trust Bloomberg Shareholder Yield ETF

First Trust

Annual cost

0.60%

Fund size

$18M

Key differences

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

Side-by-side comparison

CVSMSHRY
Annual cost (TER)0.60%
Fund size (AUM)$18M
Since2017
Dividend yield1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+8.3%
CAGR 3YN/A+15.2%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.88
Volatility 1Y10.89%
Max drawdown-36.67%

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

Similar to CVSM and SHRY