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CVSM vs UPSD

CresAlta Small and Mid-Cap ETF vs ETF Series Solutions - Aptus Large Cap Upside ETF

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

UPSD

ETF Series Solutions - Aptus Large Cap Upside ETF

Annual cost

Fund size

Key differences

  • CVSM is classified as equity, while UPSD is alternative — different risk/return profiles.
  • CVSM follows a active selection strategy; UPSD uses multi strategy.

Side-by-side comparison

CVSMUPSD
Annual cost (TER)
Fund size (AUM)
Since
Dividend yield
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+22.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.14%
Max drawdown-23.85%

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

Similar to CVSM and UPSD