Compare · 2 funds side by side · dividends reinvested

CSB and IWM

CSBVictoryShares×IWMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,268CSB · best of the two

02 / 04

CSB and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.11%+16.0%+20.3%+16.6%+5.8%−9.5%12.7%$249M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CSB 2015 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249M$13,268

CSB

IWM

iShares Russell 2000 ETF · $75.8B$13,064

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

CSBMeasureIWM

+16.0%Year to dateJan 1 → Nov 3+14.4%

+20.3%1 yearTotal return+14.8%

+16.6%3 years · per year$10,000 became $15,843 · $17,832+21.3%

+5.8%5 years · per year$10,000 became $13,268 · $13,064+5.5%

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

3.11%Trailing 12-mo yield$311 · $98 a year on $10k0.98%

−9.5%Worst dropSmaller is better−11.1%

12.7%VolatilityLower is calmer18.1%

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

6–2CSB wins

End-of-day Nov 3, 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%SRnot top 5

1.6%NJRnot top 5

1.6%OGSnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common7.2%

End-of-day Nov 3, 2026 · share of each fund

CSB vs IWM Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

IWMiShares

+5.5%

5 years, per year

CSBIWMFaded: behind in that period

3–1CSB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSB vs IWM

YTD

VictorySharesCSB

+16.0%

IWMiShares

+14.4%

+16.0%Year to date+14.4%

−9.5%Worst drop · 1Y−11.1%

12.7%Volatility · 1Y18.1%

3.1%Yield1.0%

$249MAssets$75.8B

4–0CSB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

CSB0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CSB, IWM

3.11%highest, CSB

FundTrailing yieldYield$10k

CSB3.11%$311

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CSB, IWM

Today

7.2%most shared, CSB and IWM

CSBIWM

CSB—7.2%

IWM7.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.3%CSB, at 12.7% volatility

CSBWorst drop−9.5%12.7% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CSBIWM

+16.0%Year to date+14.4%

3.1%Yield1.0%

+20.3%Past year+14.8%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026