Compare · 2 funds side by side · dividends reinvested

CSB and VBR

CSBVictoryShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

CSB and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.3

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%$249M1.8

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

CSBMeasureVBR

+16.0%Year to dateJan 1 → Nov 3+17.4%

+20.3%1 yearTotal return+21.0%

+16.6%3 years · per year$10,000 became $15,843 · $17,478+20.5%

+5.8%5 years · per year$10,000 became $13,268 · $15,249+8.8%

0.39%Expense ratio$39 · $5 a year on $10k · lower is better0.05%

3.11%Trailing 12-mo yield$311 · $180 a year on $10k1.80%

−9.5%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.9%

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

2–6VBR 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 VBR: Top 5 Holdings

Today

CSB

8.3%in top 5

VBR

in top 53.3%

CSBStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common7.9%

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

CSB vs VBR Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

CSBVBRFaded: behind in that period

0–4VBR wins

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

CSB vs VBR

YTD

VictorySharesCSB

+16.0%

VBRVanguard

+17.4%

+16.0%Year to date+17.4%

−9.5%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.9%

3.1%Yield1.8%

$249MAssets$35.1B

2–2level

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

Cost, Income and Risk

Fees: CSB, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

CSB0.39%$39

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

Yields: CSB, VBR

3.11%highest, CSB

FundTrailing yieldYield$10k

CSB3.11%$311

VBR1.80%$180

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

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

VBR$180 − $5 = $175

KeptFee

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

Overlap: CSB, VBR

Today

7.9%most shared, CSB and VBR

CSBVBR

CSB—7.9%

VBR7.9%—

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

Return vs Bumpiness: 2 ETFs

+21.0%VBR, at 13.9% volatility

CSBWorst drop−9.5%12.7% vol

VBRWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

CSBVBR

+16.0%Year to date+17.4%

3.1%Yield1.8%

+20.3%Past year+21.0%

0.39%Fee0.05%

3–1VBR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026