CSB vs IWM

ACSB

BIWM

Measures won4–2CSB wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income3.08%CSB · $308 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common7.2%CSB and IWM

CSB

IWM

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MiShares Russell 2000 ETF · $77.9B

+15.1%3 years · per year$15,235 · $17,194+19.8%

+5.7%5 years · per year$13,187 · $12,845+5.1%

0.39%Expense ratio$39 · $19 on $10k · lower wins0.19%

3.08%12-mo yield$308 · $97 on $10k0.97%

−9.5%Worst dropSmaller wins−11.1%

13.0%VolatilityLower wins18.8%

4–2CSB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSB · IWM

0.4%SM0.3%

1.3%VLY0.2%

1.7%SWX0.2%

1.5%BKH0.2%

Held in common7.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$77.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSB vs IWM

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

IWM

iShares Russell 2000

$12,845

MeasureCSBIWM

Fee0.39%0.19%

Cost on $10k a year$39$19

Yield3.08%0.97%

5 years, per year+5.7%+5.1%

3 years, per year+15.1%+19.8%

Worst drop · 1Y−9.5%−11.1%

Volatility · 1Y13.0%18.8%

4–2measures won
CSB first

7.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSB, IWM, VO, VUG

Today

10.2%most shared, VO and VUG

CSBIWMVOVUG

CSB—7.2%0.0%0.0%

IWM7.2%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

VO$135 − $3 = $132

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee