Compare · 2 funds side by side · dividends reinvested

IWM and CSB

IWMiShares×CSBVictoryShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,373CSB · best of the two

02 / 04

IWM and CSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$246M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · CSB 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

CSB

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

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

IWMMeasureCSB

+10.8%Year to dateJan 1 → Nov 5+15.8%

+13.5%1 yearTotal return+20.3%

+19.4%3 years · per year$10,000 became $17,029 · $15,539+15.8%

+4.8%5 years · per year$10,000 became $12,637 · $13,373+6.0%

0.19%Expense ratio$19 · $39 a year on $10k · lower is better0.39%

1.01%Trailing 12-mo yield$101 · $312 a year on $10k3.12%

−11.1%Worst dropSmaller is better−9.5%

18.7%VolatilityLower is calmer13.0%

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

2–6CSB wins

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

More Ways to See the Pairs

IWM vs CSB: Top 5 Holdings

Today

IWM

1.8%in top 5

CSB

in top 58.3%

IWMStockCSB

not top 5SWX1.7%

not top 5IDA1.7%

not top 5SR1.6%

not top 5OGS1.6%

not top 5NJR1.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common7.1%

End-of-day Nov 5, 2026 · share of each fund

IWM vs CSB Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

CSBVictoryShares

+6.0%

5 years, per year

IWMCSBFaded: behind in that period

1–3CSB wins

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

IWM vs CSB

YTD

iSharesIWM

+10.8%

CSBVictoryShares

+15.8%

+10.8%Year to date+15.8%

−11.1%Worst drop · 1Y−9.5%

18.7%Volatility · 1Y13.0%

1.0%Yield3.1%

$77.4BAssets$246M

4–0CSB wins

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

Cost, Income and Risk

Fees: IWM, CSB

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

CSB0.39%$39

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

Yields: IWM, CSB

3.12%highest, CSB

FundTrailing yieldYield$10k

CSB3.12%$312

IWM1.01%$101

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

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

IWM$101 − $19 = $82

KeptFee

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

Overlap: IWM, CSB

Today

7.1%most shared, IWM and CSB

IWMCSB

IWM—7.1%

CSB7.1%—

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

Return vs Bumpiness: 2 ETFs

+20.3%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

CSBIWM

+15.8%Year to date+10.8%

3.1%Yield1.0%

+20.3%Past year+13.5%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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