Compare · 4 funds side by side · dividends reinvested

CSB, IWM, VO and VUG

CSBVictoryShares×IWMiShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

CSB, IWM, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Rank among the four1st → 4thFee, 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 · IWM 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

IWM

iShares Russell 2000 ETF · $77.9B$12,845

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

CSBMeasureIWM

+17.4%Year to dateJan 1 → Nov 9+15.5%

+21.7%1 yearTotal return+18.7%

+15.1%3 years · per year$10,000 became $15,235 · $17,194+19.8%

+5.7%5 years · per year$10,000 became $13,187 · $12,845+5.1%

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

3.08%Trailing 12-mo yield$308 · $97 a year on $10k0.97%

−9.5%Worst dropSmaller is better−11.1%

13.0%VolatilityLower is calmer18.8%

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

6–2CSB 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 IWM: Top 5 Holdings

Today

CSB

8.4%in top 5

IWM

in top 51.9%

CSBStockIWM

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

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common7.2%

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

CSB vs IWM Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

IWMiShares

+5.1%

5 years, per year

CSBIWMFaded: behind in that period

3–1CSB wins

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

CSB vs VO

YTD

VictorySharesCSB

+17.4%

VOVanguard

+13.6%

+17.4%Year to date+13.6%

−9.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.1%

3.1%Yield1.4%

$244MAssets$103B

3–1CSB wins

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

Cost, Income and Risk

Fees: CSB, IWM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWM0.19%$19

CSB0.39%$39

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

Yields: CSB, IWM, VO, VUG

3.08%highest, CSB

FundTrailing yieldYield$10k

CSB3.08%$308

VO1.35%$135

IWM0.97%$97

VUG0.41%$41

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

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

VO$135 − $3 = $132

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

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

Overlap: CSB, IWM, VO, VUG

Today

10.2%most shared, VO and VUG

CSBIWMVOVUG

CSB—7.2%0.0%0.0%

IWM7.2%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

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

Return vs Bumpiness: 4 ETFs

+21.7%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

VOWorst drop−8.2%13.1% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

CSBIWM

+17.4%Year to date+15.5%

3.1%Yield1.0%

+21.7%Past year+18.7%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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