CVSM vs VTI
CresAlta Small and Mid-Cap ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, CVSM or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $95M | $666.9B |
| Dividend Yield | 0.23% | 1.03% |
| Holdings | 49 | 3,543 |
| YTD Return | +1.74% | +11.65%Best |
| 1Y Return | - | +17.34% |
| 3Y Return (annualized) | - | +20.35% |
| 5Y Return (annualized) | - | +11.72% |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
CVSM vs VTI 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 VTI Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, CVSM is up 1.74% versus a gain of 11.65% for VTI.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while VTI 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 1.03% for VTI.
Holdings Overlap
At least 62.3% of CVSM's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
32 positions in common, counted across the 48 positions we hold weights for in CVSM and 2,787 in VTI, against full books of 49 and 3,543.
What only one of them owns
Measured across the 48 and 2,787 positions we hold weights for.
VTI holds 667 positions CVSM does not, 89.6% of the fund.
Largest: NVDA 6.32%, AAPL 5.84%, MSFT 3.81%, AMZN 3.17%, GOOGL 2.88%
Top Shared Holdings
| Stock | Weight in CVSM | Weight in VTI | Difference |
|---|---|---|---|
| DTDynatrace Llc | 2.99% | 0.02% | 2.97% |
| WHDCactus Inc | 2.67% | 0.00% | 2.67% |
| HIIHuntington Ingalls Industries Inc. | 2.61% | 0.02% | 2.59% |
| THGHanover Insurance Group Inc | 2.60% | 0.00% | 2.60% |
| MSMMsc Industrial Direct Co Inc | 2.50% | 0.00% | 2.50% |
| VTRSViatris Inc. | 2.45% | 0.03% | 2.42% |
| OCOwens Corning | 2.17% | 0.02% | 2.15% |
| APAMArtisan Partners Asset Management, Inc. | 2.18% | 0.00% | 2.18% |
| KTBKontoor Brands Inc | 2.18% | 0.00% | 2.18% |
| BGBunge Global Sa Common Shares | 2.13% | 0.02% | 2.11% |
62.3% of CVSM is already inside VTI.
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 VTI?
CVSM has an expense ratio of 0.55% while VTI charges 0.03%. VTI is the cheaper option, by $52 a year on a $10,000 investment.
What is the holdings overlap between CVSM and VTI?
At least 62.3% of CVSM's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 32 positions in common, counted across the 48 positions we hold weights for in CVSM and 2,787 in VTI.
Which pays a higher dividend, CVSM or VTI?
CVSM yields 0.23% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than CVSM?
VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.