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CVSM vs SVAL

CresAlta Small and Mid-Cap ETF vs iShares US Small Cap Value Factor ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

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

Side-by-side comparison

CVSMSVAL
Annual cost (TER)0.20%
Fund size (AUM)$188M
Since2020
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+36.9%
CAGR 3YN/A+18.9%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.74
Volatility 1Y18.05%
Max drawdown-27.44%

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

Similar to CVSM and SVAL