SMCP vs CVSM

ASMCP

BCVSM

Measures won0–2CVSM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.55%CVSM · $55 on $10k

Most income0.70%CVSM · $70 on $10k

Smallest drop[…][…]

Held in common2.2%SMCP and CVSM

SMCP

CVSM

SMART Mid Cap ETF · $14MCresAlta Small and Mid-Cap ETF · $95M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.79%Expense ratio$79 · $55 on $10k · lower wins0.55%

0.00%12-mo yield$0 · $70 on $10k0.70%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

0–2CVSM wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSMCP · CVSM

4.6%MSM2.2%

Held in common2.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend				YTD	1Y	3Y/yr	5Y/yr	Drop
1	ASMCP	SMART Mid Cap ETFRead Desk		0.79%	0.00%	−0.1%	new	new	new	new	[…]	$14M
2	BCVSM	CresAlta Small and Mid-Cap ETFRead Desk		0.55%	0.70%	−0.8%	new	new	new	new	[…]	$95M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend				YTD	1Y	3Y/yr	5Y/yr	Drop
1	ASMCP	SMART Mid Cap ETFRead Desk		0.79%	0.00%	−0.1%	new	new	new	new	[…]	$14M
2	BCVSM	CresAlta Small and Mid-Cap ETFRead Desk		0.55%	0.70%	−0.8%	new	new	new	new	[…]	$95M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMCP vs CVSM

SMCP

SMART Mid Cap

[…]

CVSM

CresAlta Small and Mid-Cap

[…]

MeasureSMCPCVSM

Fee0.79%0.55%

Cost on $10k a year$79$55

Yield0.00%0.70%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

2–0measures won
CVSM first

2.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMCP, CVSM

Today

2.2%most shared, SMCP and CVSM

SMCPCVSM

SMCP—2.2%

CVSM2.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$15most kept, CVSM

CVSM$70 − $55 = $15

SMCP$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee