JOYT vs CVSM

Comparison between JPMORGAN EQUITY AND OPTIONS TOTAL RETURN ETF (JOYT, ETF) and CRESALTA SMALL AND MID-CAP ETF (CVSM, ETF).

JOYT vs CVSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOYT(ETF)	CVSM(ETF)
Net Assets	$91M	$92M
Expense Ratio	0.35%	0.55%
Max Drawdown	7.17%	1.14%
Sharpe Ratio	1.32	5.53
5Y Beta	0.71	0.52
P/E Ratio	26.49	30.65
Forward P/E	20.20	14.85
PEG Ratio	0.48	N/A
5Y EPS CAGR	27.71%	3.91%
Debt to Equity	23.13%	70.70%
P/S Ratio	3.91	1.14
P/B Ratio	5.63	2.00

Net Assets

JOYT

$91M

Winner

CVSM

$92M

Expense Ratio

Winner

JOYT

0.35%

CVSM

0.55%

Max Drawdown

JOYT

7.17%

Winner

CVSM

1.14%

Sharpe Ratio

JOYT

1.32

Winner

CVSM

5.53

5Y Beta

JOYT

0.71

Winner

CVSM

0.52

P/E Ratio

Winner

JOYT

26.49

CVSM

30.65

Forward P/E

JOYT

20.20

Winner

CVSM

14.85

PEG Ratio

JOYT

0.48

CVSM

N/A

5Y EPS CAGR

Winner

JOYT

27.71%

CVSM

3.91%

Debt to Equity

Winner

JOYT

23.13%

CVSM

70.70%

P/S Ratio

JOYT

3.91

Winner

CVSM

1.14

P/B Ratio

JOYT

5.63

Winner

CVSM

2.00

JOYT vs CVSM - Holdings Comparison

JOYT and CVSM have 0 common holdings. Overlap is 0.00%

JOYT's top 25 holdings weight is 63.03%. CVSM's top 25 holdings weight is 63.00%.

Rank	JOYT	CVSM
#1	NVIDIA CORP (NVDA) - 9.12%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 5.37%
#2	APPLE INC (AAPL) - 7.16%	BORGWARNER INC (BWA) - 4.21%
#3	MICROSOFT CORP (MSFT) - 5.82%	ARCBEST CORP (ARCB) - 3.60%
#4	ALPHABET INC CLASS A (GOOGL) - 5.28%	SENSATA TECHNOLOGIES HOLDING PLC (ST) - 3.03%
#5	AMAZON.COM INC (AMZN) - 4.37%	DYNATRACE INC ORDINARY SHARES (DT) - 2.73%
#6	MICRON TECHNOLOGY INC (MU) - 3.46%	BUNGE GLOBAL SA (BG) - 2.64%
#7	BROADCOM INC (AVGO) - 3.25%	LEAR CORP (LEA) - 2.54%
#8	META PLATFORMS INC CLASS A (META) - 2.52%	MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 2.43%
#9	WELLS FARGO & CO (WFC) - 2.02%	VIATRIS INC (VTRS) - 2.41%
#10	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78%	HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.40%
#11	EXXON MOBIL CORP (XOM) - 1.75%	CACTUS INC CLASS A (WHD) - 2.36%
#12	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.55%	FIRST HORIZON CORP (FHN) - 2.33%
#13	TESLA INC (TSLA) - 1.53%	OLIN CORP (OLN) - 2.25%
#14	MASTERCARD INC CLASS A (MA) - 1.43%	BLACK HILLS CORP (BKH) - 2.19%
#15	LAM RESEARCH CORP (LRCX) - 1.33%	REGIONS FINANCIAL CORP (RF) - 2.17%
#16	ELI LILLY AND CO (LLY) - 1.28%	THE HANOVER INSURANCE GROUP INC (THG) - 2.15%
#17	ABBVIE INC (ABBV) - 1.23%	HEALTHCARE REALTY TRUST INC (HR) - 2.10%
#18	BANK OF AMERICA CORP (BAC) - 1.19%	WESTLAKE CORP (WLK) - 2.10%
#19	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.15%	NEUROCRINE BIOSCIENCES INC (NBIX) - 2.06%
#20	CSX CORP (CSX) - 1.15%	KAISER ALUMINUM CORP (KALU) - 2.05%
#21	AMERICAN EXPRESS CO (AXP) - 0.97%	VALVOLINE INC (VVV) - 2.01%
#22	RTX CORP (RTX) - 0.96%	JM SMUCKER CO (SJM) - 1.99%
#23	HOWMET AEROSPACE INC (HWM) - 0.95%	NEWS CORP CLASS A (NWSA) - 1.97%
#24	UNITEDHEALTH GROUP INC (UNH) - 0.91%	COLUMBIA BANKING SYSTEM INC (COLB) - 1.96%
#25	HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.87%	LAZARD INC (LAZ) - 1.95%
Total Holdings	117	50

JOYT vs CVSM - Historical Returns

Returns include dividend reinvestment.

Period	JOYT	CVSM
1 month	+0.84%	+4.67%
3 months	+4.53%	N/A
6 months	+5.12%	N/A
1 year	+13.85%	N/A
Max(CAGR)	+17.29%	+94.78%

JOYT

+0.84%

Winner

CVSM

+4.67%

JOYT

+4.53%

CVSM

N/A

JOYT

+5.12%

CVSM

N/A

JOYT

+13.85%

CVSM

N/A

Max(CAGR)

JOYT

+17.29%

Winner

CVSM

+94.78%

JOYT vs CVSM - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	JOYT	CVSM
2026	+3.71%	+4.67%
2025	+9.58%	N/A

JOYT vs CVSM Drawdown Comparison

The maximum drawdown for JOYT was -6.99%, occurring on Mar 30, 2026. Recovery took 65 trading sessions.

The maximum drawdown for CVSM was -1.14%, occurring on May 19, 2026. Recovery took 2 trading sessions.

The current JOYT drawdown is -1.32%.

Rank	JOYT	CVSM
#1	-6.99% Feb 2, 2026 - May 6, 2026	-1.14% May 18, 2026 - May 20, 2026
#2	-3.42% Nov 12, 2025 - Nov 28, 2025	-0.76% Jun 9, 2026 - Jun 11, 2026
#3	-2.95% Jun 2, 2026 - Jun 10, 2026	-0.65% May 26, 2026 - Jun 2, 2026
#4	-2.11% Oct 6, 2025 - Oct 20, 2025	-0.40% Jun 4, 2026 - Jun 9, 2026
#5	-1.96% Jan 12, 2026 - Jan 23, 2026	-0.36% Jun 2, 2026 - Jun 4, 2026
#6	-1.70% Dec 11, 2025 - Dec 19, 2025	N/A
#7	-0.90% Aug 28, 2025 - Sep 4, 2025	N/A
#8	-0.89% Oct 29, 2025 - Nov 10, 2025	N/A
#9	-0.77% Dec 26, 2025 - Jan 6, 2026	N/A
#10	-0.60% May 14, 2026 - May 26, 2026	N/A
#11	-0.46% Sep 22, 2025 - Sep 30, 2025	N/A
#12	-0.43% Jan 6, 2026 - Jan 9, 2026	N/A
#13	-0.35% Aug 19, 2025 - Aug 22, 2025	N/A
#14	-0.33% Oct 21, 2025 - Oct 23, 2025	N/A
#15	-0.30% Jan 29, 2026 - Feb 2, 2026	N/A

Correlation

Correlation between JOYT and CVSM is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101