Compare · 2 funds side by side · dividends reinvested

CSB and SPY

CSBVictoryShares×SPYSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CSB and SPY, 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%$249M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249M$13,767

CSB

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSBMeasureSPY

+18.1%Year to dateJan 1 → Nov 4+13.3%

+22.3%1 yearTotal return+13.4%

+16.9%3 years · per year$10,000 became $15,990 · $19,132+24.1%

+6.6%5 years · per year$10,000 became $13,767 · $18,060+12.6%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

3.05%Trailing 12-mo yield$305 · $99 a year on $10k0.99%

−9.5%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.9%

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

4–4Level

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 SPY: Top 5 Holdings

Today

CSB

8.3%in top 5

SPY

in top 527.3%

CSBStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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

Held in common0.0%

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

CSB vs SPY Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

CSBSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: CSB vs SPY

YTD

VictorySharesCSB

+18.1%

SPYSPDR

+13.3%

+18.1%Year to date+13.3%

−9.5%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.9%

3.1%Yield1.0%

$249MAssets$798B

3–1CSB wins

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

Cost, Income and Risk

Fees: CSB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CSB0.39%$39

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

Yields: CSB, SPY

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

SPY0.99%$99

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

SPY$99 − $9 = $90

KeptFee

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

Overlap: CSB, SPY

Today

0.0%most shared, CSB and SPY

CSBSPY

CSB—0.0%

SPY0.0%—

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

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

CSBSPY

+18.1%Year to date+13.3%

3.1%Yield1.0%

+22.3%Past year+13.4%

0.39%Fee0.09%

3–1CSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026