CVSM vs VGI
Comparison between CRESALTA SMALL AND MID-CAP ETF (CVSM, ETF) and Virtus Global Multi-Sector Income Fund (VGI, ETF).
CVSM vs VGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVSM
$92M
VGI
$91M
Expense Ratio
CVSM
0.55%
VGI
N/A
Max Drawdown
Winner
CVSM
1.14%
VGI
66.63%
Sharpe Ratio
Winner
CVSM
5.53
VGI
0.53
5Y Beta
CVSM
0.52
Winner
VGI
0.25
P/E Ratio
CVSM
30.65
VGI
N/A
Forward P/E
CVSM
14.85
VGI
N/A
5Y Dividends CAGR
CVSM
N/A
VGI
-2.82%
5Y EPS CAGR
CVSM
3.91%
VGI
N/A
Debt to Equity
CVSM
70.70%
VGI
N/A
P/S Ratio
CVSM
1.14
VGI
N/A
P/B Ratio
CVSM
2.00
VGI
N/A
CVSM vs VGI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVSM
+4.67%
VGI
-0.27%
3M
CVSM
N/A
VGI
+0.71%
6M
CVSM
N/A
VGI
+1.21%
1Y
CVSM
N/A
VGI
+7.17%
5Y(CAGR)
CVSM
N/A
VGI
+2.44%
10Y(CAGR)
CVSM
N/A
VGI
+4.87%
Max(CAGR)
Winner
CVSM
+94.78%
VGI
+4.70%
CVSM vs VGI - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CVSM | VGI |
|---|---|---|
| 2026 | +4.67% | -0.30% |
| 2025 | N/A | +15.67% |
| 2024 | N/A | +10.14% |
| 2023 | N/A | +13.76% |
| 2022 | N/A | -22.33% |
| 2021 | N/A | +2.29% |
| 2020 | N/A | +8.14% |
| 2019 | N/A | +24.27% |
| 2018 | N/A | -28.85% |
| 2017 | N/A | +25.78% |
| 2016 | N/A | +23.76% |
| 2015 | N/A | +1.55% |
| 2014 | N/A | +3.75% |
| 2013 | N/A | -3.38% |
| 2012 | N/A | +0.66% |
CVSM vs VGI Drawdown Comparison
The maximum drawdown for CVSM was -1.14%, occurring on May 19, 2026. Recovery took 2 trading sessions.
The maximum drawdown for VGI was -48.01%, occurring on Mar 18, 2020. Recovery took 878 trading sessions.
The current VGI drawdown is -3.53%.
| Rank | CVSM | VGI |
|---|---|---|
| #1 | -1.14% May 18, 2026 - May 20, 2026 | -48.01% Nov 7, 2017 - May 6, 2021 |
| #2 | -0.76% Jun 9, 2026 - Jun 11, 2026 | -33.77% May 20, 2021 - Jun 12, 2025 |
| #3 | -0.65% May 26, 2026 - Jun 2, 2026 | -18.77% Apr 10, 2015 - Jun 1, 2016 |
| #4 | -0.40% Jun 4, 2026 - Jun 9, 2026 | -15.33% May 16, 2013 - May 9, 2014 |
| #5 | -0.36% Jun 2, 2026 - Jun 4, 2026 | -13.26% Mar 22, 2012 - Oct 12, 2012 |
| #6 | N/A | -13.00% Jul 14, 2014 - Mar 25, 2015 |
| #7 | N/A | -8.22% Feb 18, 2026 - Mar 30, 2026 |
| #8 | N/A | -7.20% Sep 7, 2016 - Dec 22, 2016 |
| #9 | N/A | -5.26% Oct 16, 2017 - Nov 7, 2017 |
| #10 | N/A | -4.56% Jun 19, 2017 - Aug 1, 2017 |
| #11 | N/A | -4.28% Oct 16, 2012 - Jan 2, 2013 |
| #12 | N/A | -4.07% Aug 4, 2017 - Aug 21, 2017 |
| #13 | N/A | -3.64% May 6, 2021 - May 19, 2021 |
| #14 | N/A | -3.28% Jan 16, 2013 - Apr 12, 2013 |
| #15 | N/A | -2.89% Jun 5, 2017 - Jun 19, 2017 |
Correlation
Correlation between CVSM and VGI 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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