CSB vs VTV

ACSB

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VO $13,867

Lowest cost0.03%VTV · $3 on $10k

Most income3.08%CSB · $308 on $10k

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

Held in common0.0%CSB and VTV

CSB

VTV

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MVanguard Morningstar Value ETF · $184B

+15.1%3 years · per year$15,235 · $17,700+21.0%

+5.7%5 years · per year$13,187 · $17,865+12.3%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

3.08%12-mo yield$308 · $183 on $10k1.83%

−9.5%Worst dropSmaller wins−6.4%

13.0%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSB · VTV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
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

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 VTV

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

VTV

Vanguard Morningstar Value

$17,865

MeasureCSBVTV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield3.08%1.83%

5 years, per year+5.7%+12.3%

3 years, per year+15.1%+21.0%

Worst drop · 1Y−9.5%−6.4%

Volatility · 1Y13.0%10.8%

5–1measures won
VTV first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CSB, VTV, VO

Today

28.5%most shared, VTV and VO

CSBVTVVO

CSB—0.0%0.0%

VTV0.0%—28.5%

VO0.0%28.5%—

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

VTV$183 − $3 = $180

VO$135 − $3 = $132

KeptFee

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