CVSM vs SEIV

CVSMDCresAlta Small and Mid-Cap ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

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.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

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.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• 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.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• 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.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full CVSM profile⁠

Full SEIV profile⁠