Compare · 3 funds side by side · dividends reinvested

CSB, IWM and VTV

CSBVictoryShares×IWMiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

CSB, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

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%$246M2.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.8

Rank among the three1st → 3rdFee, 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 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,767

CSB

IWM

iShares Russell 2000 ETF · $77.4B$13,509

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

CSBMeasureIWM

+18.1%Year to dateJan 1 → Nov 4+16.2%

+22.3%1 yearTotal return+16.9%

+16.9%3 years · per year$10,000 became $15,990 · $18,002+21.6%

+6.6%5 years · per year$10,000 became $13,767 · $13,509+6.2%

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

3.05%Trailing 12-mo yield$305 · $96 a year on $10k0.96%

−9.5%Worst dropSmaller is better−11.1%

12.8%VolatilityLower is calmer18.2%

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

6–2CSB 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 IWM: Top 5 Holdings

Today

CSB

8.3%in top 5

IWM

in top 51.9%

CSBStockIWM

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common7.2%

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

CSB vs IWM Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

IWMiShares

+6.2%

5 years, per year

CSBIWMFaded: behind in that period

3–1CSB wins

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

CSB vs VTV

YTD

VictorySharesCSB

+18.1%

VTVVanguard

+22.8%

+18.1%Year to date+22.8%

−9.5%Worst drop · 1Y−6.4%

12.8%Volatility · 1Y10.2%

3.1%Yield1.8%

$246MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CSB, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

CSB0.39%$39

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

Yields: CSB, IWM, VTV

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

VTV1.80%$180

IWM0.96%$96

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

VTV$180 − $3 = $177

IWM$96 − $19 = $77

KeptFee

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

Overlap: CSB, IWM, VTV

Today

7.2%most shared, CSB and IWM

CSBIWMVTV

CSB—7.2%0.0%

IWM7.2%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

CSBWorst drop−9.5%12.8% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

CSBVTV

+18.1%Year to date+22.8%

3.1%Yield1.8%

+22.3%Past year+27.5%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026