IJH vs CVSM
YTDYear to date
Level
Past year
Level
Fee
IJH winslower fee
Yield
IJH wins+0.5 pts
AUM
IJH1298.1× more
2–0IJH wins
IJH and CVSM · year-to-date · as of Nov 5, 2026 · AUM not scored
CVSM vs S&P 500
MAX$26.82 · +3.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+3.6%+7.5%+1.8%————+6.9%
Peer average+0.9%+1.4%−1.3%+14.0%+16.7%+69.5%+46.2%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
CresAlta CVSM and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
CVSM’s Holdings
TodayVTRSViatris2.9%TYL2.8%HII2.6%BKH2.5%SAFT2.5%SJM2.5%MSM2.4%ST2.3%APAM2.3%CUBE2.2%RF2.2%KTB2.1%DT2.1%RNR2.1%CE2.1%COLB2.1%AOS2.1%AAP2.1%TAP2.1%WEN2.0%HR2.0%NBIX2.0%
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareReal EstateOther
CresAlta CVSM · 0 holdings · tile size = share of the fund · as of Nov 4, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.9% | +13.9% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +14.7% | +14.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.9% | +16.9% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.6% | +13.6% | $26.2B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +22.3% | +22.3% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.5% | +4.5% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +14.0% | +14.0% | $18.9B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −4.3% | −4.3% | $18.5B | |
| 9 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.3% | +19.3% | $15.1B | |
| 10 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +24.2% | +24.2% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +14.0% | +14.0% | $8.9B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.8% | +16.8% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.4% | −2.4% | $6.6B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +14.5% | +14.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +19.0% | +19.0% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
CVSM Payouts by Year
1YLatest payout, Sep 2026
$0.12
a share
0.7% yield
0.7% yield
1 years added up
$0.18 a share
$0.18 a share
CresAlta CVSM · per-share distributions by ex-date · 2026–2026
CVSM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +0.6% | +13.9% | +16.4% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | +0.9% | +14.7% | +15.3% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +1.1% | +16.9% | +18.2% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.6% | +13.6% | +16.0% | $26.2B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.4% | +22.3% | +26.9% | $22.8B | |
| 6 | CVSM | CresAlta Small and Mid-Cap ETFThis fund | 0.55% | 0.7% | +3.6% | new | new | $96.6M |
#75 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
CVSM and its peer group · total return · as of Nov 5, 2026
Cards for This View
CVSM’s Top 10 Holdings
Today24.9%of CVSM sits in these 10
CresAlta CVSM · weight in the fund · as of Nov 4, 2026
CVSM’s Holdings
TodayVTRSViatris2.9%TYL2.8%HII2.6%BKH2.5%SAFT2.5%SJM2.5%MSM2.4%ST2.3%APAM2.3%CUBE2.2%RF2.2%KTB2.1%DT2.1%RNR2.1%CE2.1%COLB2.1%AOS2.1%AAP2.1%TAP2.1%WEN2.0%HR2.0%NBIX2.0%
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareReal EstateOther
CresAlta CVSM · 0 holdings · tile size = share of the fund · as of Nov 4, 2026
CVSM vs Peer Average
YTDCVSMAvsBPeer average
1D+3.6%+0.9%
1M+7.5%+1.4%
3M+1.8%−1.3%
YTD[…]+14.0%
1Y[…]+16.7%
3Y[…]+69.5%
5Y[…]+46.2%
3–0CVSM wins
107 Mid cap peers · each row scaled to its leader