Compare · 2 funds side by side · dividends reinvested

CSB and SPYM

CSBVictoryShares×SPYMSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

CSB and SPYM, 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%$246M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSB 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,373

CSB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CSBMeasureSPYM

+18.1%Year to dateJan 1 → Nov 5+13.4%

+22.3%1 yearTotal return+13.5%

+16.9%3 years · per year$10,000 became $15,990 · $19,186+24.3%

+6.6%5 years · per year$10,000 became $13,767 · $18,126+12.6%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

3.05%Trailing 12-mo yield$305 · $101 a year on $10k1.01%

−9.5%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.8%

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

3–4SPYM wins

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

More Ways to See the Pairs

CSB vs SPYM: Top 5 Holdings

Today

CSB

8.3%in top 5

SPYM

in top 527.7%

CSBStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.6%SRnot top 5

1.6%OGSnot top 5

1.6%NJRnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CSB vs SPYM Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CSBSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CSB vs SPYM

YTD

VictorySharesCSB

+18.1%

SPYMSPDR

+13.4%

+18.1%Year to date+13.4%

−9.5%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.8%

3.1%Yield1.0%

$246MAssets$182B

2–1CSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CSB0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSB, SPYM

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSB, SPYM

Today

0.0%most shared, CSB and SPYM

CSBSPYM

CSB—0.0%

SPYM0.0%—

End-of-day Nov 5, 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

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSBSPYM

+18.1%Year to date+13.4%

3.1%Yield1.0%

+22.3%Past year+13.5%

0.39%Fee0.02%

3–1CSB wins

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 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 5, 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 5, 2026