Compare · 3 funds side by side · dividends reinvested

CSB, DFAS and VTV

CSBVictoryShares×DFASDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

CSB, DFAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$246M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSB 2015 · DFAS 1992 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,767

CSB

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

CSBMeasureDFAS

+18.1%Year to dateJan 1 → Nov 4+17.0%

+22.3%1 yearTotal return+20.4%

+16.9%3 years · per year$10,000 became $15,990 · $16,976+19.3%

+6.6%5 years · per year$10,000 became $13,767 · $14,758+8.1%

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

3.05%Trailing 12-mo yield$305 · $100 a year on $10k1.00%

−9.5%Worst dropSmaller is better−9.4%

12.8%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 4, 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%OGSnot top 5

1.6%SRnot top 5

1.6%NJRnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common9.0%

End-of-day Nov 4, 2026 · share of each fund

CSB vs DFAS Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

CSBDFASFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSB vs VTV

YTD

VictorySharesCSB

+18.1%

VTVVanguard

+22.8%

+18.1%Year to date+22.8%

−9.5%Worst drop · 1Y−6.4%

12.8%Volatility · 1Y10.2%

3.1%Yield1.8%

$246MAssets$184B

3–1VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, DFAS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSB, DFAS, VTV

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

VTV1.80%$180

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

VTV$180 − $3 = $177

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSB, DFAS, VTV

Today

9.0%most shared, CSB and DFAS

CSBDFASVTV

CSB—9.0%0.0%

DFAS9.0%—0.1%

VTV0.0%0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

CSBWorst drop−9.5%12.8% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSBVTV

+18.1%Year to date+22.8%

3.1%Yield1.8%

+22.3%Past year+27.5%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026