CVSM vs SPY
CresAlta Small and Mid-Cap ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, CVSM or SPY?
Small Cap Blend against Large Cap Blend.
SPY has a lower expense ratio. CVSM is less concentrated, with 32.3% of the fund in its ten largest positions against 38.2%.
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 | SPY |
|---|---|---|
| Expense Ratio | 0.55% | 0.09%Best |
| AUM | $89M | $811.2B |
| Dividend Yield | 0.23% | 0.98% |
| Holdings | 146 | 1,515 |
| YTD Return | -1.10% | +13.54%Best |
| 1Y Return | - | +16.25% |
| 3Y Return (annualized) | - | +23.72% |
| 5Y Return (annualized) | - | +13.95% |
| Top 10 Weight | 32.3%Best | 38.2% |
| Fund Family | CresAlta Investment Management, Inc. | State Street Investment Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVSM vs SPY 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 SPY Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, CVSM is down 1.10% versus a gain of 13.54% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while SPY charges 0.09%. On a $10,000 position that is $55 vs $9 annually, a gap of $46 per year that compounds over a long holding period. On income, CVSM currently yields 0.23% against 0.98% for SPY.
Holdings Overlap
22.6% of CVSM's money is in holdings SPY also owns. 0.2% of SPY's money is in holdings CVSM also owns.
CVSM and SPY share little of their money.
11 positions in common, counted across the 48 positions we hold weights for in CVSM and 504 in SPY, against full books of 146 and 1,515.
What only one of them owns
Our book lists 486 positions for SPY that do not appear in our book for CVSM (99.0% of the fund), and 37 for CVSM that do not appear in SPY (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 SPY | 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 SPY.
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 SPY?
CVSM has an expense ratio of 0.55% while SPY charges 0.09%. SPY is the cheaper option, by $46 a year on a $10,000 investment.
What is the holdings overlap between CVSM and SPY?
22.6% of CVSM's money is in holdings SPY also owns. 0.2% of SPY'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 504 in SPY.
Which pays a higher dividend, CVSM or SPY?
CVSM yields 0.23% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.
Is SPY better than CVSM?
SPY has a lower expense ratio. CVSM is less concentrated, with 32.3% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.