VB vs CSB

AVB

BCSB

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$13,373CSB · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income3.05%CSB · $305 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.9%VB and CSB

CSB

Vanguard Morningstar Small-Cap ETF · $76.9BVictoryShares US Small Cap High Div Volatility Wtd ETF · $246M

+20.5%3 years · per year$17,489 · $15,990+16.9%

+7.1%5 years · per year$14,105 · $13,767+6.6%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.23%12-mo yield$123 · $305 on $10k3.05%

−9.0%Worst dropSmaller wins−9.5%

15.7%VolatilityLower wins12.8%

4–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · CSB

0.1%SM0.5%

0.1%VNOM1.0%

0.1%LNC0.8%

0.1%PB1.4%

Held in common4.9%

End-of-day Nov 5, 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	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BCSB	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

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

Both

5Y2 funds

#			Trend
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
2	BCSB	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

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

Cards for this view

VB vs CSB

Vanguard Morningstar Small-Cap

$14,105

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,767

MeasureVBCSB

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.23%3.05%

5 years, per year+7.1%+6.6%

3 years, per year+20.5%+16.9%

Worst drop · 1Y−9.0%−9.5%

Volatility · 1Y15.7%12.8%

4–2measures won
VB first

4.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 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 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: VB, CSB

Today

4.9%most shared, VB and CSB

VBCSB

VB—4.9%

CSB4.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

VB$123 − $3 = $120

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee