CVSM - ETF AI Analysis
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CresAlta Small and Mid-Cap ETF (CVSM)
CVSM, the CresAlta Small and Mid-Cap ETF, has a solid but not outstanding overall rating, reflecting a mix of strong and weaker holdings. Positive contributors include names like Dynatrace, Safety Insurance Group, and Black Hills Corp., which benefit from strong financial performance, strategic initiatives, and generally supportive outlooks. However, holdings such as JM Smucker and Viatris face profitability, leverage, and valuation challenges, and the fund’s focus on smaller companies adds risk because these businesses can be more volatile and sensitive to financial and operational setbacks.
CVSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 92.66M
- Region
- North America
- Expense Ratio
- 0.55%
- Beta
- -0.13
- Issuer
- CresAlta
- Inception Date
- May 18, 2026
- Dividend Yield
- 0.71%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CVSM Summary
CVSM, the CresAlta Small and Mid-Cap ETF, focuses on smaller and mid-sized U.S. companies that the managers believe are financially solid but not yet fully appreciated by the market. It doesn’t track a fixed index; instead, it actively picks stocks across many sectors, including technology, industrials, and consumer companies. Well-known holdings include Dynatrace and JM Smucker. Investors might consider CVSM to add diversification beyond the big-name large caps and to tap into long-term growth potential from smaller firms. A key risk is that small and mid-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average index ETF because CVSM is actively managed, with a research-driven strategy that typically costs more than simple passive funds.
What would affect this ETF?
Because CVSM focuses on smaller U.S. companies in sectors like financials, industrials, and consumer cyclical, it could benefit from a strong U.S. economy, rising business investment, and improving company profits, especially for holdings tied to manufacturing, technology, and banking. On the negative side, higher interest rates, an economic slowdown, or tighter financial regulations could hurt banks and economically sensitive businesses in the fund, while market volatility tends to affect small and mid‑cap stocks more than large, established companies.
CVSM Top 10 Holdings
CVSM leans into U.S. small and mid‑caps with a value tilt, and its story right now is a tug-of-war between rising tech and steadier industrial and insurance names versus a few laggards. Dynatrace is one of the fund’s clear engines, with momentum building as its platform gains traction, while Safety Insurance and MSC Industrial provide a more steady, cash‑rich backbone. On the other side, Tyler Technologies and JM Smucker are losing steam, with weaker technical trends and profitability concerns dragging on returns. Overall, the fund is diversified across sectors but has notable exposure to tech, industrials, and financials within the U.S. market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DT | Dynatrace | 3.40% | $3.14M | $18.15B | 26.53% | 77Outperform |
 RRC | Range Resources | 3.10% | $2.86M | $13.06B | 51.15% | 78Outperform |
 VTRS | Viatris | 2.92% | $2.69M | $21.56B | 82.41% | 60Neutral |
 TYL | Tyler Technologies | 2.53% | $2.33M | $14.78B | -29.33% | 66Neutral |
 SJM | JM Smucker | 2.48% | $2.29M | $13.40B | 19.67% | 49Neutral |
 SAFT | Safety Insurance Group | 2.52% | $2.33M | $1.53B | 50.81% | 75Outperform |
 MSM | MSC Industrial | 2.56% | $2.36M | $6.85B | 45.40% | 68Neutral |
 BKH | Black Hills | 2.49% | $2.30M | $6.16B | 23.63% | 74Outperform |
 HII | Huntington Ingalls | 2.35% | $2.16M | $11.00B | -6.65% | 69Neutral |
CVSM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVSM, the sentiment is Neutral. The current price of 25.68 is above the 20-day moving average (MA) of 25.16, above the 50-day MA of 25.45, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.13 indicates Negative momentum. The RSI at 58.50 is Neutral, neither overbought nor oversold. The STOCH value of 86.02 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CVSM.
CVSM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CVSM | $25.68 | $26.00(1.23% Upside) | $92.66M | 0.55% | 62Neutral |
 OASC | $34.64 | $41.34(19.34% Upside) | $100.85M | 0.69% | 68Neutral |
 MYLD | $33.26 | $37.45(12.61% Upside) | $53.35M | 0.62% | 68Neutral |
 BCSM | $25.04 | $31.87(27.29% Upside) | $36.66M | 0.75% | 58Neutral |
 IVSS | $30.28 | $36.77(21.42% Upside) | $29.65M | 0.59% | 69Neutral |
 EPSV | $29.28 | $34.61(18.24% Upside) | $5.83M | 0.88% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CVSM | CresAlta Small and Mid-Cap ETF | 25.68 | 0.60 | 2.38% | |
| OASC | OneAscent Small Cap Core ETF | 34.64 | 6.44 | 22.85% | |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | 33.26 | 8.12 | 32.31% | |
| BCSM | Baron SMID Cap ETF | 25.04 | 0.73 | 3.01% | |
| IVSS | Applied Finance IVS US SMID ETF | 30.28 | 5.06 | 20.06% | |
| EPSV | Harbor SMID Cap Value ETF | 29.27 | 6.21 | 26.93% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.