CSB vs VYM
VictoryShares US Small Cap High Dividend Volatility Weighted ETF vs Vanguard High Dividend Yield ETF
Which is better, CSB or VYM?
Small Cap Value against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. CSB is less concentrated, with 15.8% of the fund in its ten largest positions against 25.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CSB | VYM |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $233M | $78.9B |
| Dividend Yield | 3.31% | 2.37% |
| Holdings | 102 | 608 |
| YTD Return | +7.35% | +11.83%Best |
| 1Y Return | +10.43% | +15.96%Best |
| 3Y Return (annualized) | +12.06% | +18.60%Best |
| 5Y Return (annualized) | +4.36% | +11.51%Best |
| Volatility (annualized) | 18.9% | 14.1%Best |
| Max Drawdown | -43.7% | -35.7%Best |
| $10,000 over 5 years | $12,379 | $17,241Best |
| Top 10 Weight | 15.8%Best | 25.8% |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Jul 7, 2015 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jul 8, 2015 to Oct 14, 2026 (11.3 years).
CSB vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.3 years both funds cover.
CSB vs VYM Performance
VictoryShares US Small Cap High Dividend Volatility Weighted ETF (CSB) is an ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CSB returned +10.43% while VYM returned +15.96%. Year to date, CSB is up 7.35% versus a gain of 11.83% for VYM.
Over three years, CSB compounded at +12.06% per year against +18.60% for VYM; over five years the annualized figures are +4.36% and +11.51% respectively. Across the full 11-year window we track, VYM has the edge at +9.55% annualized vs +7.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CSB has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 14.1% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -43.7% for CSB and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CSB charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, CSB currently yields 3.31% against 2.37% for VYM.
Holdings Overlap
92.9% of CSB's money is in holdings VYM also owns. 1.7% of VYM's money is in holdings CSB also owns.
Most of CSB is already inside VYM. Owning both mostly buys the same companies twice.
93 positions in common, counted across the 100 positions we hold weights for in CSB and 602 in VYM, against full books of 102 and 608.
What only one of them owns
Measured across the 100 and 602 positions we hold weights for.
VYM holds 481 positions CSB does not, 96.2% of the fund.
Largest: AVGO 6.94%, JPM 3.83%, XOM 2.70%, JNJ 2.58%, ABBV 1.83%
Top Shared Holdings
| Stock | Weight in CSB | Weight in VYM | Difference |
|---|---|---|---|
| IDAIdacorp Inc | 1.66% | 0.03% | 1.63% |
| INGRIngredion Inc | 1.66% | 0.03% | 1.63% |
| SWXSouthwest Gas Corp. | 1.66% | 0.03% | 1.63% |
| NJRNew Jersey Resources Corp | 1.65% | 0.02% | 1.63% |
| OGSOne Gas Inc | 1.57% | 0.02% | 1.55% |
| UBSIUnited Bankshares Inc/Wv | 1.54% | 0.03% | 1.51% |
| SRSpire Inc. | 1.54% | 0.02% | 1.52% |
| AVAAvista Corp | 1.54% | 0.01% | 1.53% |
| MDUMdu Resources Group Inc | 1.52% | 0.02% | 1.50% |
| CPKChesapeake Utilities Corp | 1.51% | 0.01% | 1.50% |
92.9% of CSB is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CSB or VYM?
CSB has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, CSB or VYM?
Over the past year CSB returned +10.43% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), CSB annualized +7.10% vs +9.55% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CSB or VYM?
CSB has been the more volatile fund at 18.9% annualized versus 14.1% for VYM. Worst drawdown: CSB -43.7% vs VYM -35.7%.
Should I hold both CSB and VYM?
CSB and VYM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CSB and VYM?
92.9% of CSB's money is in holdings VYM also owns. 1.7% of VYM's is in holdings CSB also owns. They hold 93 positions in common, counted across the 100 positions we hold weights for in CSB and 602 in VYM.
Which pays a higher dividend, CSB or VYM?
CSB yields 3.31% while VYM yields 2.37%, so CSB currently pays the higher dividend yield.
Is VYM better than CSB?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. CSB is less concentrated, with 15.8% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.