CVSM vs VOO
CresAlta Small and Mid-Cap ETF vs Vanguard S&P 500 ETF
Which is better, CVSM or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. CVSM is less concentrated, with 31.3% of the fund in its ten largest positions against 37.9%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.55% | 0.03%Best |
| AUM | $90M | $1.0T |
| Dividend Yield | 0.74% | 1.06% |
| Holdings | 146 | 506 |
| YTD Return | +0.65% | +13.89%Best |
| 1Y Return | - | +17.36% |
| 3Y Return (annualized) | - | +22.55% |
| 5Y Return (annualized) | - | +13.17% |
| Top 10 Weight | 31.3%Best | 37.9% |
| Fund Family | CresAlta Investment Management, Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | May 18, 2026 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CVSM vs VOO 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 VOO Performance
CresAlta Small and Mid-Cap ETF (CVSM) is an ETF from CresAlta Investment Management, Inc. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, CVSM is up 0.65% versus a gain of 13.89% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
CVSM charges 0.55% per year while VOO 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 0.74% against 1.06% for VOO.
Holdings Overlap
23.5% of CVSM's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings CVSM also owns.
CVSM and VOO share little of their money.
11 positions in common, counted across the 49 positions we hold weights for in CVSM and 504 in VOO, against full books of 146 and 506.
What only one of them owns
Our book lists 488 positions for VOO that do not appear in our book for CVSM (99.5% of the fund), and 38 for CVSM that do not appear in VOO (76.5%).
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
| Stock | Weight in CVSM | Weight in VOO | Difference |
|---|---|---|---|
| VTRSViatris | 2.84% | 0.03% | 2.81% |
| SJMJ M Smucker Co/The | 2.40% | 0.02% | 2.38% |
| HIIHuntington Ingalls Industries Inc. | 2.34% | 0.02% | 2.32% |
| TYLTyler Technologies Inc | 2.34% | 0.02% | 2.32% |
| BGBunge Global Sa Common Shares | 2.23% | 0.02% | 2.21% |
| RFRegions Financia | 2.19% | 0.04% | 2.15% |
| AOSAo Smith Corp. | 1.95% | 0.01% | 1.94% |
| CPTCamden Property Trust Common Stock | 1.93% | 0.02% | 1.91% |
| TAPMolson Coors Brewing Co. Class B | 1.92% | 0.01% | 1.91% |
| UHSUniversal Health Services Inc. | 1.77% | 0.01% | 1.76% |
23.5% of CVSM is already inside VOO.
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 VOO?
CVSM has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option, by $52 a year on a $10,000 investment.
What is the holdings overlap between CVSM and VOO?
23.5% of CVSM's money is in holdings VOO also owns. 0.2% of VOO's is in holdings CVSM also owns. They hold 11 positions in common, counted across the 49 positions we hold weights for in CVSM and 504 in VOO.
Which pays a higher dividend, CVSM or VOO?
CVSM yields 0.74% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than CVSM?
VOO has a lower expense ratio. CVSM is less concentrated, with 31.3% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.