Compare · 3 funds side by side · dividends reinvested

CSB, VUG and VO

CSBVictoryShares×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

CSB, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

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%$246M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · VUG 2004 · VO 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

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

CSBMeasureVUG

+15.8%Year to dateJan 1 → Nov 5+0.5%

+20.3%1 yearTotal return−0.6%

+15.8%3 years · per year$10,000 became $15,539 · $18,532+22.8%

+6.0%5 years · per year$10,000 became $13,373 · $16,052+9.9%

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

3.12%Trailing 12-mo yield$312 · $43 a year on $10k0.43%

−9.5%Worst dropSmaller is better−15.1%

13.0%VolatilityLower is calmer19.0%

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

5–3CSB 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 VUG: Top 5 Holdings

Today

CSB

8.3%in top 5

VUG

in top 545.2%

CSBStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 VUG Returns, Every Period

VictorySharesCSB

+6.0%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

CSBVUGFaded: behind in that period

2–2Level

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

CSB vs VO

YTD

VictorySharesCSB

+15.8%

VOVanguard

+10.7%

+15.8%Year to date+10.7%

−9.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y12.9%

3.1%Yield1.4%

$246MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: CSB, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

CSB0.39%$39

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

Yields: CSB, VUG, VO

3.12%highest, CSB

FundTrailing yieldYield$10k

CSB3.12%$312

VO1.39%$139

VUG0.43%$43

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

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

VO$139 − $3 = $136

VUG$43 − $3 = $40

KeptFee

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

Overlap: CSB, VUG, VO

Today

10.2%most shared, VUG and VO

CSBVUGVO

CSB—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

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

Return vs Bumpiness: 3 ETFs

+20.3%CSB, at 13.0% volatility

VOWorst drop−8.2%12.9% vol

CSBWorst drop−9.5%13.0% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CSBVO

+15.8%Year to date+10.7%

3.1%Yield1.4%

+20.3%Past year+12.4%

0.39%Fee0.03%

3–1CSB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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