Compare · 2 funds side by side · dividends reinvested

CSB and IWF

CSBVictoryShares×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

CSB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$249M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSB 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249M$13,767

CSB

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

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

CSBMeasureIWF

+18.1%Year to dateJan 1 → Nov 4−0.1%

+22.3%1 yearTotal return−3.0%

+16.9%3 years · per year$10,000 became $15,990 · $18,310+22.3%

+6.6%5 years · per year$10,000 became $13,767 · $16,559+10.6%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

3.05%Trailing 12-mo yield$305 · $37 a year on $10k0.37%

−9.5%Worst dropSmaller is better−15.6%

12.8%VolatilityLower is calmer18.3%

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

5–3CSB wins

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 IWF: Top 5 Holdings

Today

CSB

8.3%in top 5

IWF

in top 539.3%

CSBStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

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

Held in common0.0%

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

CSB vs IWF Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

CSBIWFFaded: behind in that period

2–2Level

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

CSB vs IWF

YTD

VictorySharesCSB

+18.1%

IWFiShares

−0.1%

+18.1%Year to date−0.1%

−9.5%Worst drop · 1Y−15.6%

12.8%Volatility · 1Y18.3%

3.1%Yield0.4%

$249MAssets$120B

4–0CSB wins

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

Cost, Income and Risk

Fees: CSB, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CSB0.39%$39

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

Yields: CSB, IWF

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

IWF0.37%$37

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

IWF$37 − $18 = $19

KeptFee

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

Overlap: CSB, IWF

Today

0.0%most shared, CSB and IWF

CSBIWF

CSB—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.3%CSB, at 12.8% volatility

CSBWorst drop−9.5%12.8% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CSBIWF

+18.1%Year to date−0.1%

3.1%Yield0.4%

+22.3%Past year−3.0%

0.39%Fee0.18%

3–1CSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026