Compare · 3 funds side by side · dividends reinvested

CSB, VBR and VTV

CSBVictoryShares×VBRVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

CSB, VBR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B2.3

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.12%+15.8%+20.3%+15.8%+6.0%−9.5%13.0%$246M2.6

Rank among the three1st → 3rdFee, 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 · VBR 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

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

CSBMeasureVBR

+15.8%Year to dateJan 1 → Nov 5+15.9%

+20.3%1 yearTotal return+20.7%

+15.8%3 years · per year$10,000 became $15,539 · $16,965+19.3%

+6.0%5 years · per year$10,000 became $13,373 · $15,143+8.7%

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

3.12%Trailing 12-mo yield$312 · $183 a year on $10k1.83%

−9.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer14.3%

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

2–6VBR 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 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%OGSnot top 5

1.6%NJRnot 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 5, 2026 · share of each fund

CSB vs VBR Returns, Every Period

VictorySharesCSB

+6.0%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

CSBVBRFaded: behind in that period

0–4VBR wins

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

CSB vs VTV

YTD

VictorySharesCSB

+15.8%

VTVVanguard

+19.0%

+15.8%Year to date+19.0%

−9.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.7%

3.1%Yield1.9%

$246MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: CSB, VBR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBR0.05%$5

CSB0.39%$39

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

Yields: CSB, VBR, VTV

3.12%highest, CSB

FundTrailing yieldYield$10k

CSB3.12%$312

VTV1.86%$186

VBR1.83%$183

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

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

VTV$186 − $3 = $183

VBR$183 − $5 = $178

KeptFee

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

Overlap: CSB, VBR, VTV

Today

7.9%most shared, CSB and VBR

CSBVBRVTV

CSB—7.9%0.0%

VBR7.9%—0.7%

VTV0.0%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

CSBWorst drop−9.5%13.0% vol

VBRWorst drop−8.9%14.3% vol

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

Paid More vs Made More

YTD

CSBVTV

+15.8%Year to date+19.0%

3.1%Yield1.9%

+20.3%Past year+24.0%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026