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$13,767CSB · 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%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$246M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSB 2015 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

CSB

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

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

IWMMeasureCSB

+16.2%Year to dateJan 1 → Nov 4+18.1%

+16.9%1 yearTotal return+22.3%

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

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

0.19%Expense ratio$19 · $39 a year on $10k · lower is better0.39%

0.96%Trailing 12-mo yield$96 · $305 a year on $10k3.05%

−11.1%Worst dropSmaller is better−9.5%

18.2%VolatilityLower is calmer12.8%

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

2–6CSB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs CSB: Top 5 Holdings

Today

IWM

1.9%in top 5

CSB

in top 58.3%

IWMStockCSB

not top 5SWX1.7%

not top 5IDA1.7%

not top 5OGS1.6%

not top 5SR1.6%

not top 5NJR1.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common7.2%

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

IWM vs CSB Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

CSBVictoryShares

+6.6%

5 years, per year

IWMCSBFaded: behind in that period

1–3CSB wins

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

IWM vs CSB

YTD

iSharesIWM

+16.2%

CSBVictoryShares

+18.1%

+16.2%Year to date+18.1%

−11.1%Worst drop · 1Y−9.5%

18.2%Volatility · 1Y12.8%

1.0%Yield3.1%

$77.4BAssets$246M

4–0CSB wins

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

Yields: CSB, IWM

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

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

IWM$96 − $19 = $77

KeptFee

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

Return vs Bumpiness: 2 ETFs

+22.3%CSB, at 12.8% volatility

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

CSBIWM

+18.1%Year to date+16.2%

3.1%Yield1.0%

+22.3%Past year+16.9%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026