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$17,118SPY · 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%3.14%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$251M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 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 · $251M$13,284

CSB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

CSBMeasureSPY

+15.0%Year to dateJan 1 → Nov 6+8.7%

+18.5%1 yearTotal return+9.7%

+15.4%3 years · per year$10,000 became $15,361 · $18,039+21.7%

+5.8%5 years · per year$10,000 became $13,284 · $17,118+11.3%

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

3.14%Trailing 12-mo yield$314 · $103 a year on $10k1.03%

−9.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

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

4–4Level

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 SPY: Top 5 Holdings

Today

CSB

8.4%in top 5

SPY

in top 527.8%

CSBStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSB vs SPY Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

CSBSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSB vs SPY

YTD

VictorySharesCSB

+15.0%

SPYSPDR

+8.7%

+15.0%Year to date+8.7%

−9.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

3.1%Yield1.0%

$251MAssets$819B

3–1CSB wins

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

Yields: CSB, SPY

3.14%highest, CSB

FundTrailing yieldYield$10k

CSB3.14%$314

SPY1.03%$103

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

Income After Fees on $10,000

$275most kept, CSB

CSB$314 − $39 = $275

SPY$103 − $9 = $94

KeptFee

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

Return vs Bumpiness: 2 ETFs

+18.5%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSBSPY

+15.0%Year to date+8.7%

3.1%Yield1.0%

+18.5%Past year+9.7%

0.39%Fee0.09%

3–1CSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026