Compare · 3 funds side by side · dividends reinvested

CSB, DFAS and IJH

CSBVictoryShares×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

CSB, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.14%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$251M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSB 2015 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $251M$13,284

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

DFASMeasureCSB

+12.7%Year to dateJan 1 → Nov 6+15.0%

+15.9%1 yearTotal return+18.5%

+17.3%3 years · per year$10,000 became $16,130 · $15,361+15.4%

+6.8%5 years · per year$10,000 became $13,927 · $13,284+5.8%

0.30%Expense ratio$30 · $39 a year on $10k · lower is better0.39%

1.03%Trailing 12-mo yield$103 · $314 a year on $10k3.14%

−9.4%Worst dropSmaller is better−9.5%

15.7%VolatilityLower is calmer13.0%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs CSB: Top 5 Holdings

Today

DFAS

1.3%in top 5

CSB

in top 58.4%

DFASStockCSB

not top 5IDA1.7%

not top 5SWX1.7%

not top 5AVA1.7%

not top 5OGS1.7%

not top 5SR1.7%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common9.2%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs CSB Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

CSBVictoryShares

+5.8%

5 years, per year

DFASCSBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+12.7%

CSBVictoryShares

+15.0%

+12.7%Year to date+15.0%

−9.4%Worst drop · 1Y−9.5%

15.7%Volatility · 1Y13.0%

1.0%Yield3.1%

$33.8BAssets$251M

3–1CSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSB, DFAS, IJH

3.14%highest, CSB

FundTrailing yieldYield$10k

CSB3.14%$314

IJH1.26%$126

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$275most kept, CSB

CSB$314 − $39 = $275

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSB, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

CSBDFASIJH

CSB—9.2%6.9%

DFAS9.2%—40.7%

IJH6.9%40.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.5%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+15.0%Year to date+12.7%

3.1%Yield1.0%

+18.5%Past year+15.9%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026