Compare · 3 funds side by side · dividends reinvested

CVSM, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

CVSM, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

CresAlta Small and Mid-Cap ETFUS Stock Styles · Mid cap0.55%0.68%[…][…][…][…][…][…]$94M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CVSM 2026 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

CresAlta Small and Mid-Cap ETF · $94M[…]

CVSM

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

CVSMMeasureIJH

[…]Year to dateJan 1 → Nov 9+13.6%

[…]1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.55%Expense ratio$55 · $5 a year on $10k · lower is better0.05%

0.68%Trailing 12-mo yield$68 · $121 a year on $10k1.21%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.8%

CVSMIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IJH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVSM vs IJH: Top 5 Holdings

Today

CVSM

13.5%in top 5

IJH

in top 53.5%

CVSMStockIJH

3.0%VTRSnot top 5

2.9%TYLnot top 5

2.6%BKHnot top 5

2.5%SJMnot top 5

2.5%SAFTnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common5.3%

End-of-day Nov 9, 2026 · share of each fund

CVSM vs IJH Returns, Every Period

CresAltaCVSM

[…]

past year

IJHiShares

+17.5%

past year

Returns […]

CVSMIJHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CVSM vs IJH

YTD

CresAltaCVSM

[…]

IJHiShares

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.8%

0.7%Yield1.2%

$94.3MAssets$121B

1–0IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVSM, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

CVSM0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CVSM, IJH, VOO

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

VOO1.07%$107

CVSM0.68%$68

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

VOO$107 − $3 = $104

CVSM$68 − $55 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CVSM, IJH, VOO

Today

5.3%most shared, CVSM and IJH

CVSMIJHVOO

CVSM—5.3%0.2%

IJH5.3%—0.1%

VOO0.2%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

VOOWorst drop−8.9%13.7% vol

IJHWorst drop−8.8%15.8% vol

CVSMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHVOO

+13.6%Year to date+11.3%

1.2%Yield1.1%

+17.5%Past year+13.6%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026