Compare · 4 funds side by side · dividends reinvested

CSB, DFAS, VUG and VTV

CSBVictoryShares×DFASDimensional×VUGVanguard×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

CSB, DFAS, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

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%$251M2.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · VTV 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

DFAS

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

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

CSBMeasureDFAS

+15.0%Year to dateJan 1 → Nov 6+12.7%

+18.5%1 yearTotal return+15.9%

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

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

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

3.14%Trailing 12-mo yield$314 · $103 a year on $10k1.03%

−9.5%Worst dropSmaller is better−9.4%

13.0%VolatilityLower is calmer15.7%

CSBDFAS 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

CSB vs DFAS: Top 5 Holdings

Today

CSB

8.4%in top 5

DFAS

in top 51.3%

CSBStockDFAS

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 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common9.2%

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

CSB vs DFAS Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

CSBDFASFaded: behind in that period

2–2Level

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

CSB vs VTV

YTD

VictorySharesCSB

+15.0%

VTVVanguard

+18.5%

+15.0%Year to date+18.5%

−9.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.7%

3.1%Yield1.9%

$251MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CSB, DFAS, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

DFAS0.30%$30

CSB0.39%$39

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

Yields: CSB, DFAS, VUG, VTV

3.14%highest, CSB

FundTrailing yieldYield$10k

CSB3.14%$314

VTV1.87%$187

DFAS1.03%$103

VUG0.42%$42

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

Income After Fees on $10,000

$275most kept, CSB

CSB$314 − $39 = $275

VTV$187 − $3 = $184

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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

Overlap: CSB, DFAS, VUG, VTV

Today

9.2%most shared, CSB and DFAS

CSBDFASVUGVTV

CSB—9.2%0.0%0.0%

DFAS9.2%—0.0%0.1%

VUG0.0%0.0%—1.9%

VTV0.0%0.1%1.9%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

CSBWorst drop−9.5%13.0% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CSBVTV

+15.0%Year to date+18.5%

3.1%Yield1.9%

+18.5%Past year+22.9%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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