Compare · 2 funds side by side · dividends reinvested

CVSM and VO

CVSMCresAlta×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 03

CVSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.0

CresAlta Small and Mid-Cap ETFUS Stock Styles · Mid cap0.55%0.68%[…][…][…][…][…][…]$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 4, 2026 · returns include dividends · since: CVSM 2026 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CVSM

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CVSMMeasureVO

[…]Year to dateJan 1 → Nov 4+14.7%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

0.68%Trailing 12-mo yield$68 · $134 a year on $10k1.34%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer12.4%

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

0–2VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVSM vs VO: Top 5 Holdings

Today

CVSM

13.2%in top 5

in top 55.3%

CVSMStockVO

2.9%VTRSnot top 5

2.8%TYLnot top 5

2.6%HIInot top 5

2.5%BKHnot top 5

2.5%SAFTnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

CVSM vs VO Returns, Every Period

CresAltaCVSM

[…]

past year

VOVanguard

+15.3%

past year

Returns […]

CVSMVOFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CVSM vs VO

YTD

CresAltaCVSM

[…]

VOVanguard

+14.7%

[…]Year to date+14.7%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.4%

0.7%Yield1.3%

$94.7MAssets$103B

1–0VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

CVSM0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CVSM, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

CVSM0.68%$68

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

CVSM$68 − $55 = $13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CVSM, VO

Today

0.2%most shared, CVSM and VO

CVSMVO

CVSM—0.2%

VO0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

CVSMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026