CVSM vs IVV
CresAlta Small and Mid-Cap ETF vs iShares Core S&P 500 ETF
Which is better, CVSM or IVV?
Small Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. CVSM is less concentrated, with 32.3% of the fund in its ten largest positions against 38.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CVSM | IVV |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $89M | $882.6B |
| Dividend Yield | 0.23% | 1.06% |
| Holdings | 146 | 508 |
| YTD Return | -1.10% | +13.60%Best |
| 1Y Return | - | +16.32% |
| 3Y Return (annualized) | - | +23.81% |
| 5Y Return (annualized) | - | +14.03% |
| Top 10 Weight | 32.3%Best | 38.1% |
| Fund Family | CresAlta Investment Management, Inc. | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVSM vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CVSM vs IVV Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CVSM is down 1.10% versus a gain of 13.60% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, CVSM currently yields 0.23% against 1.06% for IVV.
Holdings Overlap
22.6% of CVSM's money is in holdings IVV also owns. 0.2% of IVV's money is in holdings CVSM also owns.
CVSM and IVV share little of their money.
11 positions in common, counted across the 48 positions we hold weights for in CVSM and 505 in IVV, against full books of 146 and 508.
What only one of them owns
Our book lists 486 positions for IVV that do not appear in our book for CVSM (99.0% of the fund), and 37 for CVSM that do not appear in IVV (77.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CVSM | Weight in IVV | Difference |
|---|---|---|---|
| VTRSViatris Inc. | 2.56% | 0.03% | 2.53% |
| BGBunge Global Sa Common Shares | 2.47% | 0.03% | 2.44% |
| SJMJ M Smucker Co/The | 2.39% | 0.02% | 2.37% |
| HIIHuntington Ingalls Industries Inc. | 2.35% | 0.02% | 2.33% |
| TYLTyler Technologies Inc | 2.35% | 0.02% | 2.33% |
| CPTCamden Property Trust Common Stock | 1.99% | 0.02% | 1.97% |
| TAPMolson Coors Brewing Co. Class B | 1.95% | 0.01% | 1.94% |
| AOSAo Smith Corp. | 1.89% | 0.01% | 1.88% |
| UHSUniversal Health Services Inc. | 1.70% | 0.01% | 1.69% |
| RFRegions Financia | 1.52% | 0.04% | 1.48% |
22.6% of CVSM is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CVSM or IVV?
CVSM has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option, by $52 a year on a $10,000 investment.
What is the holdings overlap between CVSM and IVV?
22.6% of CVSM's money is in holdings IVV also owns. 0.2% of IVV's is in holdings CVSM also owns. They hold 11 positions in common, counted across the 48 positions we hold weights for in CVSM and 505 in IVV.
Which pays a higher dividend, CVSM or IVV?
CVSM yields 0.23% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than CVSM?
IVV has a lower expense ratio. CVSM is less concentrated, with 32.3% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.