Compare · 3 funds side by side · dividends reinvested

CSB, IWF and VO

CSBVictoryShares×IWFiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

CSB, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$251M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSB 2015 · IWF 2000 · VO 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

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

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

CSBMeasureIWF

+15.0%Year to dateJan 1 → Nov 6−5.3%

+18.5%1 yearTotal return−6.5%

+15.4%3 years · per year$10,000 became $15,361 · $17,022+19.4%

+5.8%5 years · per year$10,000 became $13,284 · $15,442+9.1%

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

3.14%Trailing 12-mo yield$314 · $39 a year on $10k0.39%

−9.5%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.4%

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

5–3CSB wins

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 IWF: Top 5 Holdings

Today

CSB

8.4%in top 5

IWF

in top 539.8%

CSBStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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

Held in common0.0%

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

CSB vs IWF Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

IWFiShares

+9.1%

5 years, per year

CSBIWFFaded: behind in that period

2–2Level

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

CSB vs VO

YTD

VictorySharesCSB

+15.0%

VOVanguard

+10.6%

+15.0%Year to date+10.6%

−9.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y12.9%

3.1%Yield1.4%

$251MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: CSB, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

CSB0.39%$39

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

Yields: CSB, IWF, VO

3.14%highest, CSB

FundTrailing yieldYield$10k

CSB3.14%$314

VO1.39%$139

IWF0.39%$39

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

Income After Fees on $10,000

$275most kept, CSB

CSB$314 − $39 = $275

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

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

Overlap: CSB, IWF, VO

Today

9.2%most shared, IWF and VO

CSBIWFVO

CSB—0.0%0.0%

IWF0.0%—9.2%

VO0.0%9.2%—

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

Return vs Bumpiness: 3 ETFs

+18.5%CSB, at 13.0% volatility

VOWorst drop−8.2%12.9% vol

CSBWorst drop−9.5%13.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

CSBVO

+15.0%Year to date+10.6%

3.1%Yield1.4%

+18.5%Past year+11.6%

0.39%Fee0.03%

3–1CSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026