Compare · 2 funds side by side · dividends reinvested

DFAS and CSB

DFASDimensional×CSBVictoryShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

DFAS and CSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.5

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%$249M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · CSB 2015

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249M$13,767

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

DFASMeasureCSB

+17.0%Year to dateJan 1 → Nov 4+18.1%

+20.4%1 yearTotal return+22.3%

+19.3%3 years · per year$10,000 became $16,976 · $15,990+16.9%

+8.1%5 years · per year$10,000 became $14,758 · $13,767+6.6%

0.30%Expense ratio$30 · $39 a year on $10k · lower is better0.39%

1.00%Trailing 12-mo yield$100 · $305 a year on $10k3.05%

−9.4%Worst dropSmaller is better−9.5%

15.3%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs CSB: Top 5 Holdings

Today

DFAS

1.4%in top 5

CSB

in top 58.3%

DFASStockCSB

not top 5SWX1.7%

not top 5IDA1.7%

not top 5OGS1.6%

not top 5SR1.6%

not top 5NJR1.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common9.0%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs CSB Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

CSBVictoryShares

+6.6%

5 years, per year

DFASCSBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+17.0%

CSBVictoryShares

+18.1%

+17.0%Year to date+18.1%

−9.4%Worst drop · 1Y−9.5%

15.3%Volatility · 1Y12.8%

1.0%Yield3.1%

$34.7BAssets$249M

3–1CSB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CSB

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, CSB

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, CSB

Today

9.0%most shared, DFAS and CSB

DFASCSB

DFAS—9.0%

CSB9.0%—

End-of-day Nov 4, 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

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+18.1%Year to date+17.0%

3.1%Yield1.0%

+22.3%Past year+20.4%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026