Compare · 3 funds side by side · dividends reinvested

CSB, IWF and IJR

CSBVictoryShares×IWFiShares×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

CSB, IWF 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%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.6

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSB 2015 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,187

CSB

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

CSBMeasureIWF

+17.4%Year to dateJan 1 → Nov 9−2.5%

+21.7%1 yearTotal return−2.2%

+15.1%3 years · per year$10,000 became $15,235 · $17,207+19.8%

+5.7%5 years · per year$10,000 became $13,187 · $15,892+9.7%

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

3.08%Trailing 12-mo yield$308 · $38 a year on $10k0.38%

−9.5%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.5%

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

5–3CSB wins

End-of-day Nov 9, 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

8.4%in top 5

IWF

in top 539.7%

CSBStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.7%SRnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSB vs IWF Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

CSBIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSB vs IJR

YTD

VictorySharesCSB

+17.4%

IJRiShares

+18.9%

+17.4%Year to date+18.9%

−9.5%Worst drop · 1Y−9.7%

13.0%Volatility · 1Y16.4%

3.1%Yield1.2%

$244MAssets$107B

3–1CSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

CSB0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSB, IWF, IJR

3.08%highest, CSB

FundTrailing yieldYield$10k

CSB3.08%$308

IJR1.21%$121

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

IJR$121 − $6 = $115

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSB, IWF, IJR

Today

10.4%most shared, CSB and IJR

CSBIWFIJR

CSB—0.0%10.4%

IWF0.0%—0.1%

IJR10.4%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

CSBWorst drop−9.5%13.0% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSBIJR

+17.4%Year to date+18.9%

3.1%Yield1.2%

+21.7%Past year+22.8%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026