CVSM vs VYM
CresAlta Small and Mid-Cap ETF vs Vanguard High Dividend Yield ETF
Which is better, CVSM or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.0%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.55% | 0.04%Best |
| AUM | $96M | $81.6B |
| Dividend Yield | 0.23% | 2.24% |
| Holdings | 49 | 613 |
| YTD Return | +4.82% | +14.82%Best |
| 1Y Return | - | +20.84% |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Top 10 Weight | 32.0% | 25.9%Best |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | May 18, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVSM vs VYM 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 VYM Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, CVSM is up 4.82% versus a gain of 14.82% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, CVSM currently yields 0.23% against 2.24% for VYM.
Holdings Overlap
58.8% of CVSM's money is in holdings VYM also owns. 1.0% of VYM's money is in holdings CVSM also owns.
The two portfolios partly overlap.
30 positions in common, counted across the 48 positions we hold weights for in CVSM and 603 in VYM, against full books of 49 and 613.
What only one of them owns
Measured across the 48 and 603 positions we hold weights for.
VYM holds 540 positions CVSM does not, 96.4% of the fund.
Largest: AVGO 7.29%, JPM 3.38%, JNJ 2.54%, XOM 2.36%, CAT 2.01%
Top Shared Holdings
| Stock | Weight in CVSM | Weight in VYM | Difference |
|---|---|---|---|
| HIIHuntington Ingalls Industries Inc. | 2.61% | 0.05% | 2.56% |
| THGThe Hanover Insurance Group, Inc. | 2.60% | 0.03% | 2.57% |
| STSensata Technologies Holding Plc Ordinary Shares | 2.55% | 0.03% | 2.52% |
| VTRSViatris Inc. | 2.45% | 0.08% | 2.37% |
| MSMMsc Industrial Direct Co Inc | 2.50% | 0.02% | 2.48% |
| SJMJ M Smucker Co/The | 2.27% | 0.05% | 2.22% |
| OCOwens Corning | 2.17% | 0.05% | 2.12% |
| KTBKontoor Brands Inc | 2.18% | 0.02% | 2.16% |
| APAMArtisan Partners Asset Management, Inc. | 2.18% | 0.01% | 2.17% |
| BKHBlack Hills Corp | 2.17% | 0.02% | 2.15% |
58.8% of CVSM is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, CVSM or VYM?
CVSM has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.
What is the holdings overlap between CVSM and VYM?
58.8% of CVSM's money is in holdings VYM also owns. 1.0% of VYM's is in holdings CVSM also owns. They hold 30 positions in common, counted across the 48 positions we hold weights for in CVSM and 603 in VYM.
Which pays a higher dividend, CVSM or VYM?
CVSM yields 0.23% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than CVSM?
VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.