Compare · 2 funds side by side · dividends reinvested

CVSM and IWR

CVSMCresAlta×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 03

CVSM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.0

CresAlta Small and Mid-Cap ETFUS Stock Styles · Mid cap0.55%0.70%[…][…][…][…][…][…]$95M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CVSM 2026 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

CresAlta Small and Mid-Cap ETF · $95M[…]

CVSM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

CVSMMeasureIWR

[…]Year to dateJan 1 → Nov 3+15.6%

[…]1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

0.70%Trailing 12-mo yield$70 · $115 a year on $10k1.15%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer13.4%

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

0–2IWR wins

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

More Ways to See the Pairs

CVSM vs IWR: Top 5 Holdings

Today

CVSM

13.2%in top 5

IWR

in top 53.8%

CVSMStockIWR

2.8%VTRSnot top 5

2.8%TYLnot top 5

2.6%HIInot top 5

2.5%SJMnot top 5

2.5%DTnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common2.6%

End-of-day Nov 3, 2026 · share of each fund

CVSM vs IWR Returns, Every Period

CresAltaCVSM

[…]

past year

IWRiShares

+16.7%

past year

Returns […]

CVSMIWRFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVSM vs IWR

YTD

CresAltaCVSM

[…]

IWRiShares

+15.6%

[…]Year to date+15.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.4%

0.7%Yield1.2%

$94.7MAssets$58.2B

1–0IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVSM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

CVSM0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVSM, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

CVSM0.70%$70

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

CVSM$70 − $55 = $15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVSM, IWR

Today

2.6%most shared, CVSM and IWR

CVSMIWR

CVSM—2.6%

IWR2.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

CVSMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026