Compare · 4 funds side by side · dividends reinvested

CSB, IWM, VUG and IWF

CSBVictoryShares×IWMiShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

CSB, IWM, VUG and IWF, 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%$246M2.0

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

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

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$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 IWM

YTD

VictorySharesCSB

+15.0%

IWMiShares

+11.9%

+15.0%Year to date+11.9%

−9.5%Worst drop · 1Y−11.1%

13.0%Volatility · 1Y18.7%

3.2%Yield1.0%

$246MAssets$76.6B

4–0CSB wins

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

Cost, Income and Risk

Fees: CSB, IWM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IWM0.19%$19

CSB0.39%$39

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

Yields: CSB, IWM, VUG, IWF

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

IWM1.00%$100

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

IWM$100 − $19 = $81

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: CSB, IWM, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSBIWMVUGIWF

CSB—7.3%0.0%0.0%

IWM7.3%—0.0%0.0%

VUG0.0%0.0%—78.0%

IWF0.0%0.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+18.5%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% 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

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 Four

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$59.7B

1–1level

End-of-day Nov 6, 2026

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