IWM vs CSB

AIWM

BCSB

Measures won2–4CSB wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · CSB $13,284

Lowest cost0.03%VUG · $3 on $10k

Most income3.23%CSB · $323 on $10k

Smallest drop−9.5%CSB · worst fall in 1Y

Held in common7.3%IWM and CSB

IWM

CSB

iShares Russell 2000 ETF · $76.6BVictoryShares US Small Cap High Div Volatility Wtd ETF · $246M

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

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

0.19%Expense ratio$19 · $39 on $10k · lower wins0.39%

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

−11.1%Worst dropSmaller wins−9.5%

18.7%VolatilityLower wins13.0%

2–4CSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · CSB

0.3%SM0.4%

0.2%VLY1.2%

0.2%SWX1.7%

0.2%BKH1.5%

Held in common7.3%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$246M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$246M
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs CSB

IWM

iShares Russell 2000

$12,766

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,284

MeasureIWMCSB

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield1.00%3.23%

5 years, per year+5.0%+5.8%

3 years, per year+19.6%+15.4%

Worst drop · 1Y−11.1%−9.5%

Volatility · 1Y18.7%13.0%

4–2measures won
CSB first

7.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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