CVSM vs JOYT
Comparison between CRESALTA SMALL AND MID-CAP ETF (CVSM, ETF) and JPMORGAN EQUITY AND OPTIONS TOTAL RETURN ETF (JOYT, ETF).
CVSM vs JOYT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVSM
$92M
JOYT
$91M
Expense Ratio
CVSM
0.55%
Winner
JOYT
0.35%
Max Drawdown
Winner
CVSM
1.14%
JOYT
7.17%
Sharpe Ratio
Winner
CVSM
5.53
JOYT
1.32
5Y Beta
Winner
CVSM
0.52
JOYT
0.71
P/E Ratio
CVSM
30.65
Winner
JOYT
26.49
Forward P/E
Winner
CVSM
14.85
JOYT
20.20
PEG Ratio
CVSM
N/A
JOYT
0.48
5Y EPS CAGR
CVSM
3.91%
Winner
JOYT
27.71%
Debt to Equity
CVSM
70.70%
Winner
JOYT
23.13%
P/S Ratio
Winner
CVSM
1.14
JOYT
3.91
P/B Ratio
Winner
CVSM
2.00
JOYT
5.63
CVSM vs JOYT - Holdings Comparison
CVSM and JOYT have 0 common holdings. Overlap is 0.00%
CVSM's top 25 holdings weight is 63.00%. JOYT's top 25 holdings weight is 63.03%.
| Rank | CVSM | JOYT |
|---|---|---|
| #1 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 5.37% | NVIDIA CORP (NVDA) - 9.12% |
| #2 | BORGWARNER INC (BWA) - 4.21% | APPLE INC (AAPL) - 7.16% |
| #3 | ARCBEST CORP (ARCB) - 3.60% | MICROSOFT CORP (MSFT) - 5.82% |
| #4 | SENSATA TECHNOLOGIES HOLDING PLC (ST) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 5.28% |
| #5 | DYNATRACE INC ORDINARY SHARES (DT) - 2.73% | AMAZON.COM INC (AMZN) - 4.37% |
| #6 | BUNGE GLOBAL SA (BG) - 2.64% | MICRON TECHNOLOGY INC (MU) - 3.46% |
| #7 | LEAR CORP (LEA) - 2.54% | BROADCOM INC (AVGO) - 3.25% |
| #8 | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 2.43% | META PLATFORMS INC CLASS A (META) - 2.52% |
| #9 | VIATRIS INC (VTRS) - 2.41% | WELLS FARGO & CO (WFC) - 2.02% |
| #10 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.40% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% |
| #11 | CACTUS INC CLASS A (WHD) - 2.36% | EXXON MOBIL CORP (XOM) - 1.75% |
| #12 | FIRST HORIZON CORP (FHN) - 2.33% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.55% |
| #13 | OLIN CORP (OLN) - 2.25% | TESLA INC (TSLA) - 1.53% |
| #14 | BLACK HILLS CORP (BKH) - 2.19% | MASTERCARD INC CLASS A (MA) - 1.43% |
| #15 | REGIONS FINANCIAL CORP (RF) - 2.17% | LAM RESEARCH CORP (LRCX) - 1.33% |
| #16 | THE HANOVER INSURANCE GROUP INC (THG) - 2.15% | ELI LILLY AND CO (LLY) - 1.28% |
| #17 | HEALTHCARE REALTY TRUST INC (HR) - 2.10% | ABBVIE INC (ABBV) - 1.23% |
| #18 | WESTLAKE CORP (WLK) - 2.10% | BANK OF AMERICA CORP (BAC) - 1.19% |
| #19 | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.06% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.15% |
| #20 | KAISER ALUMINUM CORP (KALU) - 2.05% | CSX CORP (CSX) - 1.15% |
| #21 | VALVOLINE INC (VVV) - 2.01% | AMERICAN EXPRESS CO (AXP) - 0.97% |
| #22 | JM SMUCKER CO (SJM) - 1.99% | RTX CORP (RTX) - 0.96% |
| #23 | NEWS CORP CLASS A (NWSA) - 1.97% | HOWMET AEROSPACE INC (HWM) - 0.95% |
| #24 | COLUMBIA BANKING SYSTEM INC (COLB) - 1.96% | UNITEDHEALTH GROUP INC (UNH) - 0.91% |
| #25 | LAZARD INC (LAZ) - 1.95% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.87% |
| Total Holdings | 50 | 117 |
CVSM vs JOYT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVSM
+4.67%
JOYT
+0.84%
3M
CVSM
N/A
JOYT
+4.53%
6M
CVSM
N/A
JOYT
+5.12%
1Y
CVSM
N/A
JOYT
+13.85%
Max(CAGR)
Winner
CVSM
+94.78%
JOYT
+17.29%
CVSM vs JOYT - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | CVSM | JOYT |
|---|---|---|
| 2026 | +4.67% | +3.71% |
| 2025 | N/A | +9.58% |
CVSM vs JOYT Drawdown Comparison
The maximum drawdown for CVSM was -1.14%, occurring on May 19, 2026. Recovery took 2 trading sessions.
The maximum drawdown for JOYT was -6.99%, occurring on Mar 30, 2026. Recovery took 65 trading sessions.
The current JOYT drawdown is -1.32%.
| Rank | CVSM | JOYT |
|---|---|---|
| #1 | -1.14% May 18, 2026 - May 20, 2026 | -6.99% Feb 2, 2026 - May 6, 2026 |
| #2 | -0.76% Jun 9, 2026 - Jun 11, 2026 | -3.42% Nov 12, 2025 - Nov 28, 2025 |
| #3 | -0.65% May 26, 2026 - Jun 2, 2026 | -2.95% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -0.40% Jun 4, 2026 - Jun 9, 2026 | -2.11% Oct 6, 2025 - Oct 20, 2025 |
| #5 | -0.36% Jun 2, 2026 - Jun 4, 2026 | -1.96% Jan 12, 2026 - Jan 23, 2026 |
| #6 | N/A | -1.70% Dec 11, 2025 - Dec 19, 2025 |
| #7 | N/A | -0.90% Aug 28, 2025 - Sep 4, 2025 |
| #8 | N/A | -0.89% Oct 29, 2025 - Nov 10, 2025 |
| #9 | N/A | -0.77% Dec 26, 2025 - Jan 6, 2026 |
| #10 | N/A | -0.60% May 14, 2026 - May 26, 2026 |
| #11 | N/A | -0.46% Sep 22, 2025 - Sep 30, 2025 |
| #12 | N/A | -0.43% Jan 6, 2026 - Jan 9, 2026 |
| #13 | N/A | -0.35% Aug 19, 2025 - Aug 22, 2025 |
| #14 | N/A | -0.33% Oct 21, 2025 - Oct 23, 2025 |
| #15 | N/A | -0.30% Jan 29, 2026 - Feb 2, 2026 |
Correlation
Correlation between CVSM and JOYT is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
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