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CSB vs XMLV

VictoryShares US Small Cap High Div Volatility Wtd ETF vs Invesco S&P MidCap Low Volatility ETF

CSB

VictoryShares US Small Cap High Div Volatility Wtd ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$263M

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • XMLV costs 0.10% less per year.
  • Over the last 3 years, CSB has delivered higher annualized returns.

Side-by-side comparison

CSBXMLV
Annual cost (TER)0.35%0.25%
Fund size (AUM)$263M$750M
Since20152013
Dividend yield3.21%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+10.0%
CAGR 3Y+12.9%+11.5%
CAGR 5Y+4.1%+6.1%
Sharpe 3Y0.570.63
Volatility 1Y14.67%10.30%
Max drawdown-42.07%-39.86%

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

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