CVAR vs TMVE

CVAR vs TMVE

Which is better, CVAR or TMVE?

TMVE has been ahead.

TMVE has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.1% of the fund in its ten largest positions against 25.1%.

Lower Fees: TMVEHigher Returns (1Y): TMVELess Concentrated: TMVE

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

MetricCVARTMVE
Expense Ratio0.87%0.55%Best
AUM$45M$284M
Dividend Yield1.37%0.11%
Holdings27185
YTD Return+8.68%+11.77%Best
1Y Return+10.09%+19.91%Best
3Y Return (annualized)+12.44%-
Top 10 Weight25.1%19.1%Best
Fund FamilyCultivar ETFThrivent Funds
CategoryEquityEquity
StyleMid Cap ValueMid Cap Value
InceptionDec 22, 2021Nov 17, 2025

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CVAR vs TMVE 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.

Compare CVAR against instead:CVAR vs SPYCVAR vs QQQCVAR vs VOOCVAR vs VTITMVE against:TMVE vs VXUS

CVAR vs TMVE Performance

Cultivar ETF (CVAR) is an ETF from Cultivar ETF and Thrivent Mid Cap Value ETF (TMVE) is an ETF from Thrivent Funds. Over the past year CVAR returned +10.09% while TMVE returned +19.91%. Year to date, CVAR is up 8.68% versus a gain of 11.77% for TMVE.

Past performance does not guarantee future results.

Fees and Cost Over Time

CVAR charges 0.87% per year while TMVE charges 0.55%. On a $10,000 position that is $87 vs $55 annually, a gap of $32 per year that compounds over a long holding period. On income, CVAR currently yields 1.37% against 0.11% for TMVE.

Holdings Overlap

CVAR already in TMVE5.6%
TMVE already in CVAR5.7%

5.6% of CVAR's money is in holdings TMVE also owns. 5.7% of TMVE's money is in holdings CVAR also owns.

TMVE and CVAR share little of their money.

5 positions in common, counted across the 90 positions we hold weights for in CVAR and 84 in TMVE, against full books of 271 and 85.

What only one of them owns

Our book lists 70 positions for TMVE that do not appear in our book for CVAR (84.1% of the fund), and 78 for CVAR that do not appear in TMVE (87.3%).

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

StockWeight in CVARWeight in TMVEDifference
HUMHumana Inc.1.99%0.70%1.29%
TYLTyler Technologies Inc1.10%1.43%0.33%
HALHalliburton Co.0.67%1.53%0.86%
TMOThermo Fisherscientific Inc.0.57%1.45%0.88%
UNHUnitedhealth Group Incorporated1.29%0.57%0.72%

You are not choosing between two funds in isolation.

Whichever of CVAR and TMVE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CVARTMVE

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CVAR or TMVE?

CVAR has an expense ratio of 0.87% while TMVE charges 0.55%. TMVE is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, CVAR or TMVE?

Over the past year CVAR returned +10.09% vs +19.91% for TMVE, so TMVE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between CVAR and TMVE?

5.7% of TMVE's money is in holdings CVAR also owns. 5.7% of TMVE's is in holdings CVAR also owns. They hold 5 positions in common, counted across the 90 positions we hold weights for in CVAR and 84 in TMVE.

Which pays a higher dividend, CVAR or TMVE?

CVAR yields 1.37% while TMVE yields 0.11%, so CVAR currently pays the higher dividend yield.

Is TMVE better than CVAR?

TMVE has a lower expense ratio. TMVE led over 1Y. TMVE is less concentrated, with 19.1% of the fund in its ten largest positions against 25.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.