Compare · 2 funds side by side · dividends reinvested

CSB and DFAS

CSBVictoryShares×DFASDimensional×

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$16,881DFAS · best of the two

02 / 04

CSB and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.11%+16.0%+20.3%+16.6%+5.8%−9.5%12.7%$249M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSB 2015 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249M$13,268

CSB

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

CSBMeasureDFAS

+16.0%Year to dateJan 1 → Nov 3+15.7%

+20.3%1 yearTotal return+19.0%

+16.6%3 years · per year$10,000 became $15,843 · $16,881+19.1%

+5.8%5 years · per year$10,000 became $13,268 · $14,320+7.4%

0.39%Expense ratio$39 · $30 a year on $10k · lower is better0.30%

3.11%Trailing 12-mo yield$311 · $101 a year on $10k1.01%

−9.5%Worst dropSmaller is better−9.4%

12.7%VolatilityLower is calmer15.3%

CSBDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSB vs DFAS: Top 5 Holdings

Today

CSB

8.3%in top 5

DFAS

in top 51.4%

CSBStockDFAS

1.7%SWXnot top 5

1.7%IDAnot top 5

1.6%SRnot top 5

1.6%NJRnot top 5

1.6%OGSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common9.1%

End-of-day Nov 3, 2026 · share of each fund

CSB vs DFAS Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

CSBDFASFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSB vs DFAS

YTD

VictorySharesCSB

+16.0%

DFASDimensional

+15.7%

+16.0%Year to date+15.7%

−9.5%Worst drop · 1Y−9.4%

12.7%Volatility · 1Y15.3%

3.1%Yield1.0%

$249MAssets$34.7B

3–1CSB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSB, DFAS

3.11%highest, CSB

FundTrailing yieldYield$10k

CSB3.11%$311

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSB, DFAS

Today

9.1%most shared, CSB and DFAS

CSBDFAS

CSB—9.1%

DFAS9.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%CSB, at 12.7% volatility

CSBWorst drop−9.5%12.7% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+16.0%Year to date+15.7%

3.1%Yield1.0%

+20.3%Past year+19.0%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026