Compare · 3 funds side by side · dividends reinvested

IWM, CSB and VUG

IWMiShares×CSBVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IWM, CSB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$246M1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 2026 · returns include dividends · since: IWM 2000 · CSB 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,284

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

IWMMeasureCSB

+11.9%Year to dateJan 1 → Nov 6+15.0%

+13.0%1 yearTotal return+18.5%

+19.6%3 years · per year$10,000 became $17,100 · $15,361+15.4%

+5.0%5 years · per year$10,000 became $12,766 · $13,284+5.8%

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

1.00%Trailing 12-mo yield$100 · $323 a year on $10k3.23%

−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 6, 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 58.4%

IWMStockCSB

not top 5IDA1.7%

not top 5SWX1.7%

not top 5AVA1.7%

not top 5OGS1.7%

not top 5SR1.7%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common7.3%

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

IWM vs CSB Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

CSBVictoryShares

+5.8%

5 years, per year

IWMCSBFaded: behind in that period

1–3CSB wins

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

IWM vs CSB

YTD

iSharesIWM

+11.9%

CSBVictoryShares

+15.0%

+11.9%Year to date+15.0%

−11.1%Worst drop · 1Y−9.5%

18.7%Volatility · 1Y13.0%

1.0%Yield3.2%

$76.6BAssets$246M

4–0CSB wins

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

Cost, Income and Risk

Fees: IWM, CSB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

CSB0.39%$39

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

Yields: IWM, CSB, VUG

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWM, CSB, VUG

Today

7.3%most shared, IWM and CSB

IWMCSBVUG

IWM—7.3%0.0%

CSB7.3%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.5%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CSBIWM

+15.0%Year to date+11.9%

3.2%Yield1.0%

+18.5%Past year+13.0%

0.39%Fee0.19%

3–1CSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

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