Compare · 3 funds side by side · dividends reinvested

CSB, DFAS and VO

CSBVictoryShares×DFASDimensional×VOVanguard×

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 VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

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%$251M2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.1

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSBMeasureVO

+15.0%Year to dateJan 1 → Nov 6+10.6%

+18.5%1 yearTotal return+11.6%

+15.4%3 years · per year$10,000 became $15,361 · $16,701+18.6%

+5.8%5 years · per year$10,000 became $13,284 · $13,590+6.3%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

3.14%Trailing 12-mo yield$314 · $139 a year on $10k1.39%

−9.5%Worst dropSmaller is better−8.2%

13.0%VolatilityLower is calmer12.9%

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

3–5VO wins

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

More Ways to See the Pairs

CSB vs VO: Top 5 Holdings

Today

CSB

8.4%in top 5

in top 55.3%

CSBStockVO

1.7%IDAnot top 5

1.7%SWXnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

1.7%SRnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

CSB vs VO Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

VOVanguard

+6.3%

5 years, per year

CSBVOFaded: behind in that period

2–2Level

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

CSB vs VO

YTD

VictorySharesCSB

+15.0%

VOVanguard

+10.6%

+15.0%Year to date+10.6%

−9.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y12.9%

3.1%Yield1.4%

$251MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: CSB, DFAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

CSB0.39%$39

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

Yields: CSB, DFAS, VO

3.14%highest, CSB

FundTrailing yieldYield$10k

CSB3.14%$314

VO1.39%$139

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

VO$139 − $3 = $136

DFAS$103 − $30 = $73

KeptFee

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

Overlap: CSB, DFAS, VO

Today

9.2%most shared, CSB and DFAS

CSBDFASVO

CSB—9.2%0.0%

DFAS9.2%—0.1%

VO0.0%0.1%—

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

VOWorst drop−8.2%12.9% vol

CSBWorst drop−9.5%13.0% 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