Compare · 2 funds side by side · dividends reinvested

CSB and IJR

CSBVictoryShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

CSB and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.4

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%$249M1.6

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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

CSBMeasureIJR

+16.0%Year to dateJan 1 → Nov 3+18.3%

+20.3%1 yearTotal return+21.3%

+16.6%3 years · per year$10,000 became $15,843 · $16,862+19.0%

+5.8%5 years · per year$10,000 became $13,268 · $13,468+6.1%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

3.11%Trailing 12-mo yield$311 · $121 a year on $10k1.21%

−9.5%Worst dropSmaller is better−9.7%

12.7%VolatilityLower is calmer15.8%

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

3–5IJR wins

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 IJR: Top 5 Holdings

Today

CSB

8.3%in top 5

IJR

in top 53.1%

CSBStockIJR

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 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common10.4%

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

CSB vs IJR Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

IJRiShares

+6.1%

5 years, per year

CSBIJRFaded: behind in that period

0–4IJR wins

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

CSB vs IJR

YTD

VictorySharesCSB

+16.0%

IJRiShares

+18.3%

+16.0%Year to date+18.3%

−9.5%Worst drop · 1Y−9.7%

12.7%Volatility · 1Y15.8%

3.1%Yield1.2%

$249MAssets$106B

3–1CSB wins

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

Cost, Income and Risk

Fees: CSB, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

CSB0.39%$39

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

Yields: CSB, IJR

3.11%highest, CSB

FundTrailing yieldYield$10k

CSB3.11%$311

IJR1.21%$121

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

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

IJR$121 − $6 = $115

KeptFee

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

Overlap: CSB, IJR

Today

10.4%most shared, CSB and IJR

CSBIJR

CSB—10.4%

IJR10.4%—

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

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

CSBWorst drop−9.5%12.7% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

CSBIJR

+16.0%Year to date+18.3%

3.1%Yield1.2%

+20.3%Past year+21.3%

0.39%Fee0.06%

3–1IJR 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