Compare · 3 funds side by side · dividends reinvested

CSB, IWM and IJH

CSBVictoryShares×IWMiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

CSB, IWM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$244M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.4

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 · IWM 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,284

CSB

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

CSBMeasureIWM

+15.0%Year to dateJan 1 → Nov 6+11.9%

+18.5%1 yearTotal return+13.0%

+15.4%3 years · per year$10,000 became $15,361 · $17,100+19.6%

+5.8%5 years · per year$10,000 became $13,284 · $12,766+5.0%

0.39%Expense ratio$39 · $19 a year on $10k · lower is better0.19%

3.23%Trailing 12-mo yield$323 · $100 a year on $10k1.00%

−9.5%Worst dropSmaller is better−11.1%

13.0%VolatilityLower is calmer18.7%

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

6–2CSB 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 IWM: Top 5 Holdings

Today

CSB

8.4%in top 5

IWM

in top 51.8%

CSBStockIWM

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common7.3%

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

CSB vs IWM Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

IWMiShares

+5.0%

5 years, per year

CSBIWMFaded: behind in that period

3–1CSB wins

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

CSB vs IJH

YTD

VictorySharesCSB

+15.0%

IJHiShares

+9.5%

+15.0%Year to date+9.5%

−9.5%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

3.2%Yield1.3%

$244MAssets$121B

3–1CSB wins

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

Cost, Income and Risk

Fees: CSB, IWM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

CSB0.39%$39

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

Yields: CSB, IWM, IJH

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

IJH1.25%$125

IWM1.00%$100

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

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

IJH$125 − $5 = $120

IWM$100 − $19 = $81

KeptFee

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

Overlap: CSB, IWM, IJH

Today

12.9%most shared, IWM and IJH

CSBIWMIJH

CSB—7.3%6.9%

IWM7.3%—12.9%

IJH6.9%12.9%—

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

CSBWorst drop−9.5%13.0% vol

IJHWorst drop−8.8%15.5% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

CSBIWM

+15.0%Year to date+11.9%

3.2%Yield1.0%

+18.5%Past year+13.0%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026