CSB vs IWM

ACSB

BIWM

Measures won4–2CSB wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · CSB $13,767

Lowest cost0.03%VTV · $3 on $10k

Most income3.05%CSB · $305 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common7.2%CSB and IWM

CSB

IWM

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246MiShares Russell 2000 ETF · $77.4B

+16.9%3 years · per year$15,990 · $18,002+21.6%

+6.6%5 years · per year$13,767 · $13,509+6.2%

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

3.05%12-mo yield$305 · $96 on $10k0.96%

−9.5%Worst dropSmaller wins−11.1%

12.8%VolatilityLower wins18.2%

4–2CSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSB · IWM

0.5%SM0.3%

1.3%VLY0.2%

1.7%SWX0.2%

1.5%UBSI0.2%

Held in common7.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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

$13,767

IWM

iShares Russell 2000

$13,509

MeasureCSBIWM

Fee0.39%0.19%

Cost on $10k a year$39$19

Yield3.05%0.96%

5 years, per year+6.6%+6.2%

3 years, per year+16.9%+21.6%

Worst drop · 1Y−9.5%−11.1%

Volatility · 1Y12.8%18.2%

4–2measures won
CSB first

7.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CSB, IWM, VTV

Today

7.2%most shared, CSB and IWM

CSBIWMVTV

CSB—7.2%0.0%

IWM7.2%—0.0%

VTV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

VTV$180 − $3 = $177

IWM$96 − $19 = $77

KeptFee

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