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AVLV vs CVSM

Avantis U.S. Large Cap Value ETF

AVLVANYSE Arca

CresAlta Small and Mid-Cap ETF

CVSMDNYSE Arca

Overlap

Expense ratio

AVLV −0.40pt a year

AVLV0.15%CVSM0.55%

Avg volume · 30D

AVLV 488.7×the volume

AVLV1.62MCVSM3.31K

AVLV vs CVSM Performance

Jul 31, 2026 – Oct 30, 2026

+2.3%AVLV−0.5%CVSM

Jul 31, 2026 to Oct 30, 2026. AVLV +2.3%. CVSM −0.5%. Use the arrow keys to read each point.−6%−4%−2%Jul 2026Sep 2026Oct 2026
Expense ratio
AVLV 0.15%, better
CVSM 0.55%
Fund size
AVLV $22.6B
CVSM $94M
1Y total return
AVLV +31.0%
CVSM No data
Yield (12M)
AVLV 1.09%
CVSM No data
Holdings
AVLV 297
CVSM 49
Avg volume (30D)
AVLV 1.62M sh, better
CVSM 3.31K sh
NAV per share
AVLV $94.04
CVSM $26.10
52W range

ETF.net Grade

AVLV: Cost 98, Risk 59, Mission 87, Tradability 99, Holdings 75, Durability 85. CVSM: Cost 41, Risk 39, Mission not scored, Tradability 27, Holdings 59, Durability 38.
Pillar letters and Scores for AVLV, CVSM, with each pillar’s weight
PillarAVLVCVSM
Cost30% weightA98HigherC41
Mission25% weightA87Not scored
Risk15% weightB59HigherD39
Tradability15% weightA99HigherD27
Holdings10% weightA75HigherB59
Durability5% weightA85HigherD38

Rank among US Active Value funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVLV and CVSM are both graded against the same 64 US Active Value funds, so their Grades compare head to head.

US Active Value⁠

Category · 64 funds
See all 64 ›

AVLV ranks 1st and CVSM 43rd of 64 funds in the US Active Value Category.

  1. Rank 1AAVLVAvantis U.S. Large Cap Value ETFScore 86
  2. Rank 1AWTVWisdomTree U.S. Value FundScore 86
  3. Rank 41CTAXCambria Tax Aware ETFScore 42
  4. Rank 43DCVSMCresAlta Small and Mid-Cap ETFScore 40
  5. Rank 43CDHLXDiamond Hill Large Cap Concentrated ETFScore 40

Our read on each fund

ETF.net Research

AVLVAAvantis U.S. Large Cap Value ETF

CVSMDCresAlta Small and Mid-Cap ETF

In short

AVLV No data

CVSM Most of the active value crowd fishes in large caps. CresAlta drops a size class: an actively managed quality-and-value portfolio built from the small and mid-cap range of the Russell 2500, launched in 2026.

Stated mandate

AVLV No data

CVSM The Fund seeks long-term capital appreciation and income generation. It is actively managed and invests at least 80% of its assets in equity securities of companies whose market capitalizations fall within the Russell 2500 Index range.

Why people hold it

AVLV No data

  • CVSM Goes where much of its peer group doesn't: at least 80% of assets in stocks sized inside the Russell 2500 range, the small and mid-cap end of the US market.wikipedia.org
  • Active, not a tracker. The index sets the size boundary; the managers pick names on stated quality and value criteria.
  • Two jobs in one mandate: long-term capital appreciation plus income generation, with distributions declared on an annual schedule.
  • At 0.55%, the fee lands in line with the typical active US value fund, so the down-cap, hands-on mandate isn't priced at a premium to that crowd.

Worth knowing

AVLV No data

  • CVSM That 0.55% is still several times what systematic value rivals charge, with WTV at 0.12% and AVLV at 0.15%, so the stock picking carries the burden.
  • A smaller, lightly traded fund, so bid-ask spreads can run wider than the giants of the category. Worth watching your entry and exit costs.
  • It opened in 2026. Short history means little evidence yet on how the manager's picks behave across a full market cycle.

Full AVLV profile⁠

Full CVSM profile⁠

AVLV vs CVSM Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVLV vs CVSM Cost

Overpaying CVSM vs AVLV

$7,767

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AVLV 0.15%

    $3,137

  • CVSM 0.55%

    $10,904

$10,000
30 years

Cost over time

  • AVLV 0.15%
  • CVSM 0.55%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530CVSM $10,904AVLV $3,137

Year by year

YearAVLVCVSMOverpaying
10$274$988$714
20$1,071$3,790$2,719
30$3,137$10,904$7,767

Expense ratio

  • 0.15%AVLV, cheaper
  • 0.55%CVSM
  • Middle half of US Active Value funds
  • Median 0.54%

AVLV 2nd cheapest of 64 funds

CVSM 34th cheapest of 64 funds

AVLV vs CVSM Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVLV 1.09%
CVSM No data
Payout (12M)
AVLV $1.03
CVSM No data
Last payment
AVLV $0.23
CVSM $0.12
Ex-dividend
AVLV Sep 8, 2026
CVSM Sep 29, 2026
Paid on
AVLV Sep 10, 2026
CVSM Sep 30, 2026
Frequency
AVLV Quarterly
CVSM Quarterly

Distribution history

Per share, 2021 to 2026, same scale for both

AVLVQuarterly · 20 paymentsAll AVLV payments⁠
One bar per payment. 20 payments from 2021 to 2026 YTD. Dec 16, 2021 $0.16; Mar 22, 2022 $0.22; Jun 21, 2022 $0.22; Sep 20, 2022 $0.26; Dec 15, 2022 $0.30; Mar 23, 2023 $0.28; Jun 20, 2023 $0.25; Sep 21, 2023 $0.23; Dec 18, 2023 $0.30; Mar 21, 2024 $0.22; Jun 24, 2024 $0.26; Sep 23, 2024 $0.27; Dec 17, 2024 $0.30; Mar 25, 2025 $0.27; Jun 24, 2025 $0.28; Sep 23, 2025 $0.18; Dec 16, 2025 $0.28; Mar 10, 2026 $0.23; Jun 9, 2026 $0.28; Sep 8, 2026 $0.23. Use the arrow keys to read each point.$0$0.2520232026YTD
CVSMQuarterly · 2 paymentsAll CVSM payments⁠
One bar per payment. 2 payments from 2021 to 2026 YTD. Jun 29, 2026 $0.06; Sep 29, 2026 $0.12. Use the arrow keys to read each point.$0$0.2520232026YTD

AVLV vs CVSM Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVLV 12.9%CVSM No data
Return per unit of riskSharpe ratio, 3 years
AVLV 1.45CVSM No data
Worst fallMax drawdown, 5 years
AVLV −19.5%CVSM No data
Market sensitivityBeta, 5 years
AVLV 0.88CVSM −0.53

AVLV and CVSM in the news

All news⁠

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