Compare · 2 funds side by side · dividends reinvested

CVSM and VUG

CVSMCresAlta×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,565VUG · best of the two

02 / 03

CVSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.1

CresAlta Small and Mid-Cap ETFUS Stock Styles · Mid cap0.55%0.68%[…][…][…][…][…][…]$94M1.5

Rank among the two1st → 2ndFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CVSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CVSMMeasureVUG

[…]Year to dateJan 1 → Nov 9+4.2%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.68%Trailing 12-mo yield$68 · $41 a year on $10k0.41%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.1%

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

1–1Level

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 VUG: Top 5 Holdings

Today

CVSM

13.5%in top 5

VUG

in top 545.2%

CVSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.0%

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

CVSM vs VUG Returns, Every Period

CresAltaCVSM

[…]

past year

VUGVanguard

+4.7%

past year

Returns […]

CVSMVUGFaded: behind in that period

0–0Level

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

CVSM vs VUG

YTD

CresAltaCVSM

[…]

VUGVanguard

+4.2%

[…]Year to date+4.2%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.1%

0.7%Yield0.4%

$94.3MAssets$233B

1–0CVSM wins

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

Cost, Income and Risk

Fees: CVSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

CVSM0.55%$55

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

Yields: CVSM, VUG

0.68%highest, CVSM

FundTrailing yieldYield$10k

CVSM0.68%$68

VUG0.41%$41

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

CVSM$68 − $55 = $13

KeptFee

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

Overlap: CVSM, VUG

Today

0.0%most shared, CVSM and VUG

CVSMVUG

CVSM—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.7%VUG, at 19.1% volatility

VUGWorst drop−15.1%19.1% vol

CVSMWorst drop[…][…]

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

Paid More vs Made More

YTD

CVSMVUG

[…]Year to date+4.2%

0.7%Yield0.4%

[…]Past year+4.7%

0.55%Fee0.03%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026