CVSM vs SSMG

CVSM vs SSMG

Which is better, CVSM or SSMG?

SSMG costs less.

SSMG has a lower expense ratio. SSMG is less concentrated, with 25.6% of the fund in its ten largest positions against 31.3%.

Lower Fees: SSMGLess Concentrated: SSMG

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

MetricCVSMSSMG
Expense Ratio0.55%0.39%Best
AUM$90M$3M
Dividend Yield0.74%0.00%
Holdings146168
YTD Return-0.87%Best-3.72%
Top 10 Weight31.3%25.6%Best
Fund FamilyCresAlta Investment Management, Inc.Virtus Investment Partners
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionMay 18, 2026Apr 21, 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 SSMG 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 VTISSMG against:SSMG vs VXUS

CVSM vs SSMG Performance

CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and Virtus Silvant Small/Mid Growth ETF (SSMG) is an ETF from Virtus Investment Partners. Year to date, CVSM is down 0.87% versus a loss of 3.72% for SSMG.

Past performance does not guarantee future results.

Fees and Cost Over Time

CVSM charges 0.55% per year while SSMG charges 0.39%. On a $10,000 position that is $55 vs $39 annually, a gap of $16 per year that compounds over a long holding period. On income, CVSM currently yields 0.74% against 0.00% for SSMG.

Holdings Overlap

CVSM already in SSMG5.8%
SSMG already in CVSM2.4%

5.8% of CVSM's money is in holdings SSMG also owns. 2.4% of SSMG's money is in holdings CVSM also owns.

CVSM and SSMG share little of their money.

2 positions in common, counted across the 49 positions we hold weights for in CVSM and 84 in SSMG, against full books of 146 and 168.

What only one of them owns

Our book lists 76 positions for SSMG that do not appear in our book for CVSM (86.4% of the fund), and 47 for CVSM that do not appear in SSMG (94.2%).

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

StockWeight in CVSMWeight in SSMGDifference
DTDynatrace Inc3.89%1.04%2.85%
NBIXNeurocrine Biosciences Inc1.86%1.33%0.53%

You are not choosing between two funds in isolation.

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

CVSMSSMG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CVSM or SSMG?

CVSM has an expense ratio of 0.55% while SSMG charges 0.39%. SSMG is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between CVSM and SSMG?

5.8% of CVSM's money is in holdings SSMG also owns. 2.4% of SSMG's is in holdings CVSM also owns. They hold 2 positions in common, counted across the 49 positions we hold weights for in CVSM and 84 in SSMG.

Which pays a higher dividend, CVSM or SSMG?

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

Is SSMG better than CVSM?

SSMG has a lower expense ratio. SSMG is less concentrated, with 25.6% 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.