IJH vs CVSM
YTDYear to date
Level
Past year
Level
Fee
IJH winslower fee
Yield
IJH wins+0.5 pts
AUM
IJH1314.8× more
2–0IJH wins
IJH and CVSM · year-to-date · as of Nov 4, 2026 · AUM not scored
CVSM vs S&P 500
YTD$25.88 · −4.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−4.1%+4.3%−2.8%————+3.1%
Peer average+0.1%+0.8%−2.8%+13.0%+15.4%+69.0%+42.5%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
CresAlta CVSM and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
CVSM’s Holdings
TodayVTRS2.8%TYL2.8%HII2.6%SJM2.5%DT2.5%BKH2.5%SAFT2.5%MSM2.4%ST2.3%APAM2.3%CUBE2.2%RF2.2%KTB2.2%RNR2.1%TAP2.1%AOS2.1%COLB2.1%MTH2.1%AAP2.1%WEN2.0%HR2.0%RYN2.0%Other
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareReal EstateOther
CresAlta CVSM · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.2% | +13.2% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +13.8% | +13.8% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +15.6% | +15.6% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +12.9% | +12.9% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.7% | +20.7% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.2% | +4.2% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.3% | +13.3% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −3.6% | −3.6% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +22.1% | +22.1% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +18.1% | +18.1% | $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% | +12.5% | +12.5% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +15.7% | +15.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −0.3% | −0.3% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.4% | +13.4% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +17.9% | +17.9% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 4, 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% | +0.3% | +13.2% | +15.7% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | 0.0% | +13.8% | +13.9% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | 0.0% | +15.6% | +16.7% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.3% | +12.9% | +15.3% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.7% | +20.7% | +24.9% | $22.8B | |
| 6 | CVSM | CresAlta Small and Mid-Cap ETFThis fund | 0.55% | 0.7% | −4.1% | new | new | $94.7M |
#75 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
CVSM and its peer group · total return · as of Nov 4, 2026
Cards for This View
CVSM’s Top 10 Holdings
Today25.2%of CVSM sits in these 10
CresAlta CVSM · weight in the fund · as of Nov 3, 2026
CVSM’s Holdings
TodayVTRS2.8%TYL2.8%HII2.6%SJM2.5%DT2.5%BKH2.5%SAFT2.5%MSM2.4%ST2.3%APAM2.3%CUBE2.2%RF2.2%KTB2.2%RNR2.1%TAP2.1%AOS2.1%COLB2.1%MTH2.1%AAP2.1%WEN2.0%HR2.0%RYN2.0%Other
Financial ServicesConsumer CyclicalIndustrialsTechnologyHealthcareReal EstateOther
CresAlta CVSM · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
CVSM vs Peer Average
YTDCVSMAvsBPeer average
1D−4.1%+0.1%
1M+4.3%+0.8%
3M−2.8%−2.8%
YTD[…]+13.0%
1Y[…]+15.4%
3Y[…]+69.0%
5Y[…]+42.5%
1–2Peer average wins
107 Mid cap peers · each row scaled to its leader