ETFs most similar to CVSM

The funds whose holdings overlap CresAlta Small and Mid-Cap ETF the most, by weight. as of Jul 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with CVSMFeeAssets1YYieldCompare
CVSMCresAlta Small and Mid-Cap ETFMid Cap Blend—0.55%$94M—0.72%
XMVMInvesco S&P MidCap Value with Momentum ETFMomentum11%0.39%$520M+21.4%1.87%side by side
REGLProShares S&P MidCap 400 Dividend Aristocrats ETFDividend Growth10%0.40%$1.7B+6.6%2.22%side by side
FNKFirst Trust Mid Cap Value AlphaDEX FundMulti-Factor9%0.74%$233M+13.6%1.58%side by side
OUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETFDividend8%0.48%$808M+8.6%2.01%side by side
SMMViShares MSCI USA Small-Cap Min Vol Factor ETFLow Volatility8%0.20%$275M+7.2%1.59%side by side

Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.