CSB vs IVV
VictoryShares US Small Cap High Dividend Volatility Weighted ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CSB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $264M | $907.0B | |
| Dividend Yield | 3.03% | 1.10% | |
| Holdings | 102 | 508 | |
| YTD Return | +17.47% | +14.29% | |
| 1Y Return | +20.70% | +21.79% | |
| 3Y Return (annualized) | +13.26% | +22.19% | |
| 5Y Return (annualized) | +6.21% | +13.28% | |
| Volatility (annualized) | 18.9% | 15.1% | |
| Max Drawdown | -43.7% | -56.5% | |
| Fund Family | Victory Capital Management Inc. | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 7, 2015 | May 15, 2000 |
CSB vs IVV Performance
VictoryShares US Small Cap High Dividend Volatility Weighted ETF (CSB) is a ETF from Victory Capital Management Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CSB returned +20.70% while IVV returned +21.79%. Year to date, CSB is up 17.47% versus a gain of 14.29% for IVV.
Over three years, CSB compounded at +13.26% per year against +22.19% for IVV; over five years the annualized figures are +6.21% and +13.28% respectively. Across the full 11-year window we track, CSB has the edge at +8.09% annualized vs +7.06%. 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 15.1% for IVV. 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CSB charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CSB currently yields 3.03% against 1.10% for IVV.
Holdings Overlap
CSB and IVV share 1 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CSB | Weight in IVV | Difference |
|---|---|---|---|
| APA | 0.70% | 0.02% | 0.68% |
Frequently Asked Questions
Which is cheaper, CSB or IVV?
CSB has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CSB or IVV?
Over the past year CSB returned +20.70% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), CSB annualized +8.09% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, CSB or IVV?
CSB has been the more volatile fund at 18.9% annualized versus 15.1% for IVV. Worst drawdown: CSB -43.7% vs IVV -56.5%.
Should I hold both CSB and IVV?
CSB and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CSB and IVV?
CSB and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, CSB or IVV?
CSB yields 3.03% while IVV yields 1.10%, so CSB currently pays the higher dividend yield.
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