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CSB vs SMMV

VictoryShares US Small Cap High Div Volatility Wtd ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$263M

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • SMMV costs 0.15% less per year.
  • Over the last 3 years, CSB has delivered higher annualized returns.

Side-by-side comparison

CSBSMMV
Annual cost (TER)0.35%0.20%
Fund size (AUM)$263M$284M
Since20152016
Dividend yield3.21%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+8.9%
CAGR 3Y+12.9%+11.6%
CAGR 5Y+4.1%+5.3%
Sharpe 3Y0.570.68
Volatility 1Y14.67%9.88%
Max drawdown-42.07%-38.77%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CSB and SMMV