CSB vs VOO
VictoryShares US Small Cap High Dividend Volatility Weighted ETF vs Vanguard S&P 500 ETF
Which is better, CSB or VOO?
Small Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. CSB is less concentrated, with 15.7% of the fund in its ten largest positions against 36.4%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $261M | $997.4B |
| Dividend Yield | 3.03% | 1.08% |
| Holdings | 102 | 509 |
| YTD Return | +14.61%Best | +13.37% |
| 1Y Return | +14.38% | +20.08%Best |
| 3Y Return (annualized) | +13.03% | +21.29%Best |
| 5Y Return (annualized) | +5.75% | +12.89%Best |
| Volatility (annualized) | 18.9% | 15.2%Best |
| Max Drawdown | -43.7% | -34.3%Best |
| $10,000 over 5 years | $13,225 | $18,335Best |
| Top 10 Weight | 15.7%Best | 36.4% |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Jul 7, 2015 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Jul 8, 2015 to Sep 4, 2026 (11.2 years).
CSB vs VOO 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 11.2 years both funds cover.
CSB vs VOO Performance
VictoryShares US Small Cap High Dividend Volatility Weighted ETF (CSB) is an ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CSB returned +14.38% while VOO returned +20.08%. Year to date, CSB is up 14.61% versus a gain of 13.37% for VOO.
Over three years, CSB compounded at +13.03% per year against +21.29% for VOO; over five years the annualized figures are +5.75% and +12.89% respectively. Across the full 11-year window we track, VOO has the edge at +13.43% annualized vs +7.81%.
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 15.2% 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 what each fund did in the worst stretch of the window measured above.
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
0.7% of CSB's money is in holdings VOO also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 100 positions we hold weights for in CSB and 505 in VOO, against full books of 102 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for CSB (99.5% of the fund), and 97 for CSB that do not appear in VOO (96.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CSB | Weight in VOO | Difference |
|---|---|---|---|
| APAApa Corp | 0.70% | 0.02% | 0.68% |
You are not choosing between two funds in isolation.
Whichever of CSB and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $32 a year on a $10,000 investment.
Which performed better, CSB or VOO?
Over the past year CSB returned +14.38% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (11 years), CSB annualized +7.81% vs +13.43% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CSB or VOO?
CSB has been the more volatile fund at 18.9% annualized versus 15.2% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
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.
Is VOO better than CSB?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. CSB is less concentrated, with 15.7% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.