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 25.8% of the fund in its ten largest positions against 31.3%.
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 | $90M | $78.9B |
| Dividend Yield | 0.74% | 2.37% |
| Holdings | 146 | 608 |
| YTD Return | -0.87% | +11.83%Best |
| 1Y Return | - | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Top 10 Weight | 31.3% | 25.8%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 down 0.87% versus a gain of 11.83% 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 0.74% against 2.37% for VYM.
Holdings Overlap
60.4% 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.
31 positions in common, counted across the 49 positions we hold weights for in CVSM and 602 in VYM, against full books of 146 and 608.
What only one of them owns
Our book lists 542 positions for VYM that do not appear in our book for CVSM (96.9% of the fund), and 18 for CVSM that do not appear in VYM (39.6%).
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 VYM | Difference |
|---|---|---|---|
| VTRSViatris | 2.84% | 0.08% | 2.76% |
| MSMMsc Industrial Direct Co Inc | 2.81% | 0.02% | 2.79% |
| STSensata Technologies Holding Plc Ordinary Shares | 2.56% | 0.02% | 2.54% |
| SJMJ M Smucker Co/The | 2.40% | 0.06% | 2.34% |
| HIIHuntington Ingalls Industries Inc. | 2.34% | 0.05% | 2.29% |
| BKHBlack Hills Corp | 2.27% | 0.02% | 2.25% |
| BGBunge Global Sa Common Shares | 2.23% | 0.06% | 2.17% |
| RFRegions Financia | 2.19% | 0.10% | 2.09% |
| RRCRange Resources Corp | 2.20% | 0.04% | 2.16% |
| LEALear Corp. | 2.21% | 0.03% | 2.18% |
60.4% 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.
Free for up to 10 holdings. No account needed.
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?
60.4% of CVSM's money is in holdings VYM also owns. 1.0% of VYM's is in holdings CVSM also owns. They hold 31 positions in common, counted across the 49 positions we hold weights for in CVSM and 602 in VYM.
Which pays a higher dividend, CVSM or VYM?
CVSM yields 0.74% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than CVSM?
VYM has a lower expense ratio. VYM is less concentrated, with 25.8% 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.