CSB vs VBR

ACSB

BVBR

Measures won2–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR · CSB $13,268

Lowest cost0.05%VBR · $5 on $10k

Most income3.11%CSB · $311 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common7.9%CSB and VBR

CSB

VBR

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249MVanguard Morningstar Small-Cap Value ETF · $35.1B

+16.6%3 years · per year$15,843 · $17,478+20.5%

+5.8%5 years · per year$13,268 · $15,249+8.8%

0.39%Expense ratio$39 · $5 on $10k · lower wins0.05%

3.11%12-mo yield$311 · $180 on $10k1.80%

−9.5%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.9%

2–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSB · VBR

0.6%SM0.2%

0.8%LNC0.2%

1.7%IDA0.2%

1.4%PB0.2%

Held in common7.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.11%	−1.0%	+16.0%	+20.3%	+16.6%	+5.8%	−9.5%	$249M

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.11%	−1.0%	+16.0%	+20.3%	+16.6%	+5.8%	−9.5%	$249M

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

Cards for this view

CSB vs VBR

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,268

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureCSBVBR

Fee0.39%0.05%

Cost on $10k a year$39$5

Yield3.11%1.80%

5 years, per year+5.8%+8.8%

3 years, per year+16.6%+20.5%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y12.7%13.9%

4–2measures won
VBR first

7.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CSB, VBR

Today

7.9%most shared, CSB and VBR

CSBVBR

CSB—7.9%

VBR7.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

VBR$180 − $5 = $175

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee