CVSM vs PJSM

CVSM vs PJSM

Which is better, CVSM or PJSM?

PJSM costs less.

PJSM has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 31.3%.

Lower Fees: PJSMLess Concentrated: PJSM

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

MetricCVSMPJSM
Expense Ratio0.55%0.29%Best
AUM$90M$6M
Dividend Yield0.74%0.00%
Holdings146249
YTD Return-0.87%Best-5.15%
Top 10 Weight31.3%18.4%Best
Fund FamilyCresAlta Investment Management, Inc.PGIM Investments
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionMay 18, 2026Sep 1, 2026

Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

CVSM vs PJSM 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 CVSM against instead:CVSM vs SPYCVSM vs QQQCVSM vs VOOCVSM vs VTIPJSM against:PJSM vs VXUS

CVSM vs PJSM Performance

CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and PGIM Jennison Small-Mid Cap Core Equity ETF (PJSM) is an ETF from PGIM Investments. Year to date, CVSM is down 0.87% versus a loss of 5.15% for PJSM.

Past performance does not guarantee future results.

Fees and Cost Over Time

CVSM charges 0.55% per year while PJSM charges 0.29%. On a $10,000 position that is $55 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, CVSM currently yields 0.74% against 0.00% for PJSM.

Holdings Overlap

CVSM already in PJSM10.7%
PJSM already in CVSM2.3%

10.7% of CVSM's money is in holdings PJSM also owns. 2.3% of PJSM's money is in holdings CVSM also owns.

CVSM and PJSM share little of their money.

6 positions in common, counted across the 49 positions we hold weights for in CVSM and 249 in PJSM, against full books of 146 and 249.

What only one of them owns

Our book lists 235 positions for PJSM that do not appear in our book for CVSM (93.0% of the fund), and 43 for CVSM that do not appear in PJSM (89.3%).

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 CVSMWeight in PJSMDifference
HIIHuntington Ingalls Industries Inc.2.34%0.40%1.94%
RNRRenaissancere Holdings Limited2.09%0.57%1.52%
WHDCactus Inc.1.48%0.64%0.84%
KTBKontoor Brands Inc1.92%0.19%1.73%
BWABorgWarner Inc1.44%0.42%1.02%
AAPAdvance Auto Parts Inc.1.38%0.07%1.31%

You are not choosing between two funds in isolation.

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

CVSMPJSM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CVSM or PJSM?

CVSM has an expense ratio of 0.55% while PJSM charges 0.29%. PJSM is the cheaper option, by $26 a year on a $10,000 investment.

What is the holdings overlap between CVSM and PJSM?

10.7% of CVSM's money is in holdings PJSM also owns. 2.3% of PJSM's is in holdings CVSM also owns. They hold 6 positions in common, counted across the 49 positions we hold weights for in CVSM and 249 in PJSM.

Which pays a higher dividend, CVSM or PJSM?

CVSM yields 0.74% while PJSM yields 0.00%, so CVSM currently pays the higher dividend yield.

Is PJSM better than CVSM?

PJSM has a lower expense ratio. PJSM is less concentrated, with 18.4% of the fund in its ten largest positions against 31.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.