CSB vs VOO
VictoryShares US Small Cap High Dividend Volatility Weighted ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | CSB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $264M | $997.4B | |
| Dividend Yield | 3.03% | 1.08% | |
| Holdings | 102 | 509 | |
| YTD Return | +17.32% | +14.27% | |
| 1Y Return | +20.54% | +21.79% | |
| 3Y Return (annualized) | +13.21% | +22.19% | |
| 5Y Return (annualized) | +6.18% | +13.28% | |
| Volatility (annualized) | 18.9% | 14.2% | |
| Max Drawdown | -43.7% | -34.3% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 7, 2015 | Sep 7, 2010 |
CSB vs VOO Performance
VictoryShares US Small Cap High Dividend Volatility Weighted ETF (CSB) is a ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CSB returned +20.54% while VOO returned +21.79%. Year to date, CSB is up 17.32% versus a gain of 14.27% for VOO.
Over three years, CSB compounded at +13.21% per year against +22.19% for VOO; over five years the annualized figures are +6.18% and +13.28% respectively. Across the full 11-year window we track, VOO has the edge at +13.59% annualized vs +8.08%. 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 14.2% for VOO. 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 -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
CSB and VOO 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 VOO | Difference |
|---|---|---|---|
| APA | 0.70% | 0.02% | 0.68% |
Frequently Asked Questions
Which is cheaper, CSB or VOO?
CSB has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CSB or VOO?
Over the past year CSB returned +20.54% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), CSB annualized +8.08% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, CSB or VOO?
CSB has been the more volatile fund at 18.9% annualized versus 14.2% for VOO. Worst drawdown: CSB -43.7% vs VOO -34.3%.
Should I hold both CSB and VOO?
CSB and VOO 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 VOO?
CSB and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, CSB or VOO?
CSB yields 3.03% while VOO yields 1.08%, so CSB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.