Compare · 3 funds side by side · dividends reinvested

CSB, VO and VTV

CSBVictoryShares×VOVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

CSB, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$244M2.5

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

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,284

CSB

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

CSBMeasureVO

+15.0%Year to dateJan 1 → Nov 6+10.6%

+18.5%1 yearTotal return+11.6%

+15.4%3 years · per year$10,000 became $15,361 · $16,701+18.6%

+5.8%5 years · per year$10,000 became $13,284 · $13,590+6.3%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

3.23%Trailing 12-mo yield$323 · $139 a year on $10k1.39%

−9.5%Worst dropSmaller is better−8.2%

13.0%VolatilityLower is calmer12.9%

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

3–5VO wins

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 VO: Top 5 Holdings

Today

CSB

8.4%in top 5

in top 55.3%

CSBStockVO

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

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

CSB vs VO Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

VOVanguard

+6.3%

5 years, per year

CSBVOFaded: behind in that period

2–2Level

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

CSB vs VTV

YTD

VictorySharesCSB

+15.0%

VTVVanguard

+18.5%

+15.0%Year to date+18.5%

−9.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.7%

3.2%Yield1.9%

$244MAssets$184B

3–1VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

CSB0.39%$39

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

Yields: CSB, VO, VTV

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

VTV1.87%$187

VO1.39%$139

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

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

VTV$187 − $3 = $184

VO$139 − $3 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSB, VO, VTV

Today

28.5%most shared, VO and VTV

CSBVOVTV

CSB—0.0%0.0%

VO0.0%—28.5%

VTV0.0%28.5%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% vol

CSBWorst drop−9.5%13.0% vol

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

Paid More vs Made More

YTD

CSBVTV

+15.0%Year to date+18.5%

3.2%Yield1.9%

+18.5%Past year+22.9%

0.39%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026