CSB vs CAPE
Comparison between VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF) and DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF (CAPE, ETF).
CSB vs CAPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSB
$258M
CAPE
$257M
Expense Ratio
Winner
CSB
0.35%
CAPE
0.65%
Max Drawdown
CSB
43.74%
Winner
CAPE
22.43%
Sharpe Ratio
Winner
CSB
1.13
CAPE
0.21
5Y Beta
CSB
0.73
Winner
CAPE
0.65
P/E Ratio
Winner
CSB
13.98
CAPE
25.03
Forward P/E
Winner
CSB
11.61
CAPE
20.56
PEG Ratio
CSB
0.09
CAPE
N/A
5Y Dividends CAGR
CSB
3.33%
CAPE
N/A
5Y EPS CAGR
CSB
8.80%
Winner
CAPE
14.48%
Debt to Equity
CSB
-4.37%
Winner
CAPE
-29.22%
P/S Ratio
Winner
CSB
1.20
CAPE
2.43
P/B Ratio
Winner
CSB
1.70
CAPE
3.90
CSB vs CAPE - Holdings Comparison
CSB and CAPE have 1 common holdings. Overlap is 0.01%
CSB's top 25 holdings weight is 35.18%. CAPE's top 25 holdings weight is 51.37%.
| Rank | CSB | CAPE |
|---|---|---|
| #1 | IDACORP INC (IDA) - 1.82% | AMAZON.COM INC (AMZN) - 5.67% |
| #2 | NEW JERSEY RESOURCES CORP (NJR) - 1.75% | TESLA INC (TSLA) - 4.70% |
| #3 | AVISTA CORP (AVA) - 1.72% | META PLATFORMS INC CLASS A (META) - 4.55% |
| #4 | AMERICAN STATES WATER CO (AWR) - 1.64% | ELI LILLY AND CO (LLY) - 3.44% |
| #5 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.61% | JOHNSON & JOHNSON (JNJ) - 2.76% |
| #6 | ONE GAS INC (OGS) - 1.59% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #7 | BLACK HILLS CORP (BKH) - 1.54% | WELLTOWER INC (WELL) - 2.43% |
| #8 | SPIRE INC (SR) - 1.51% | PROLOGIS INC (PLD) - 2.29% |
| #9 | PORTLAND GENERAL ELECTRIC CO (POR) - 1.50% | ALPHABET INC CLASS C (GOOG) - 2.07% |
| #10 | MGE ENERGY INC (MGEE) - 1.46% | ABBVIE INC (ABBV) - 1.80% |
| #11 | NORTHWEST NATURAL HOLDING CO (NWN) - 1.44% | VERIZON COMMUNICATIONS INC (VZ) - 1.49% |
| #12 | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.39% | THE HOME DEPOT INC (HD) - 1.48% |
| #13 | OTTER TAIL CORP (OTTR) - 1.38% | NETFLIX INC (NFLX) - 1.48% |
| #14 | AVNET INC (AVT) - 1.37% | AT&T INC (T) - 1.40% |
| #15 | MDU RESOURCES GROUP INC (MDU) - 1.34% | MERCK & CO INC (MRK) - 1.40% |
| #16 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.34% | T-MOBILE US INC (TMUS) - 1.27% |
| #17 | FIRST BANCORP (FBP) - 1.27% | MCDONALD'S CORP (MCD) - 1.24% |
| #18 | FIRST HAWAIIAN INC (FHB) - 1.25% | EQUINIX INC (EQIX) - 1.24% |
| #19 | FIRST BUSEY CORP (BUSE) - 1.25% | COMCAST CORP CLASS A (CMCSA) - 1.24% |
| #20 | UNITED BANKSHARES INC (UBSI) - 1.22% | ELECTRONIC ARTS INC (EA) - 1.19% |
| #21 | KORN FERRY (KFY) - 1.18% | DIGITAL REALTY TRUST INC (DLR) - 1.16% |
| #22 | BANK OZK (OZK) - 1.17% | UNITEDHEALTH GROUP INC (UNH) - 1.15% |
| #23 | FIRST FINANCIAL BANCORP (FFBC) - 1.15% | TJX COMPANIES INC (TJX) - 1.12% |
| #24 | FIRST MERCHANTS CORP (FRME) - 1.15% | SIMON PROPERTY GROUP INC (SPG) - 1.10% |
| #25 | H&R BLOCK INC (HRB) - 1.14% | REALTY INCOME CORP (O) - 1.10% |
| Total Holdings | 101 | 195 |
CSB vs CAPE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSB
+2.73%
CAPE
+0.52%
3M
Winner
CSB
+8.32%
CAPE
+3.27%
6M
Winner
CSB
+9.65%
CAPE
+1.44%
1Y
Winner
CSB
+20.91%
CAPE
+5.76%
5Y(CAGR)
CSB
+4.24%
Winner
CAPE
+7.80%
10Y(CAGR)
CSB
+10.03%
CAPE
N/A
Max(CAGR)
Winner
CSB
+9.63%
CAPE
+7.80%
CSB vs CAPE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CSB | CAPE |
|---|---|---|
| 2026 | +11.31% | +1.90% |
| 2025 | +2.52% | +9.55% |
| 2024 | +9.65% | +14.49% |
| 2023 | +11.49% | +28.01% |
| 2022 | -13.74% | -15.28% |
| 2021 | +28.44% | N/A |
| 2020 | +11.41% | N/A |
| 2019 | +20.51% | N/A |
| 2018 | -7.39% | N/A |
| 2017 | +10.69% | N/A |
| 2016 | +32.95% | N/A |
| 2015 | -3.74% | N/A |
CSB vs CAPE Drawdown Comparison
The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for CAPE was -22.08%, occurring on Oct 12, 2022. Recovery took 312 trading sessions.
The current CAPE drawdown is -1.73%.
| Rank | CSB | CAPE |
|---|---|---|
| #1 | -42.06% Jan 16, 2020 - Nov 16, 2020 | -22.08% Apr 20, 2022 - Jul 19, 2023 |
| #2 | -24.48% Jan 6, 2022 - Jul 16, 2024 | -14.32% Nov 29, 2024 - Jul 1, 2025 |
| #3 | -21.81% Nov 25, 2024 - Jan 21, 2026 | -10.29% Jul 31, 2023 - Dec 1, 2023 |
| #4 | -19.33% Aug 21, 2018 - Nov 5, 2019 | -9.68% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -14.04% Jul 9, 2015 - Mar 30, 2016 | -5.78% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -10.56% Jun 8, 2021 - Nov 5, 2021 | -5.69% Mar 28, 2024 - Jul 2, 2024 |
| #7 | -8.06% Mar 12, 2021 - May 7, 2021 | -4.79% Sep 11, 2025 - Jan 9, 2026 |
| #8 | -7.95% Jan 23, 2018 - May 25, 2018 | -3.27% Dec 28, 2023 - Jan 30, 2024 |
| #9 | -7.93% Nov 11, 2021 - Jan 4, 2022 | -3.20% Jul 23, 2025 - Aug 22, 2025 |
| #10 | -7.66% Jul 30, 2024 - Sep 19, 2024 | -2.60% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -7.17% Feb 20, 2026 - Apr 9, 2026 | -2.16% Jul 3, 2025 - Jul 22, 2025 |
| #12 | -6.81% Jun 8, 2016 - Jul 15, 2016 | -2.13% Apr 5, 2022 - Apr 20, 2022 |
| #13 | -6.12% Sep 7, 2016 - Nov 10, 2016 | -1.78% Sep 19, 2024 - Oct 14, 2024 |
| #14 | -6.07% Jan 4, 2017 - Sep 25, 2017 | -1.76% Jan 30, 2024 - Feb 2, 2024 |
| #15 | -5.15% Jan 12, 2021 - Feb 5, 2021 | -1.54% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between CSB and CAPE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2015 - 2026)
CSB vs CAPE dividend yield comparison.
| Year | CSB | CAPE |
|---|---|---|
| 2026 | 1.19% | 0.23% |
| 2025 | 3.54% | 1.39% |
| 2024 | 3.12% | 1.23% |
| 2023 | 3.45% | 1.01% |
| 2022 | 3.60% | 0.80% |
| 2021 | 3.11% | 0.00% |
| 2020 | 3.70% | 0.00% |
| 2019 | 3.19% | 0.00% |
| 2018 | 3.45% | 0.00% |
| 2017 | 3.19% | 0.00% |
| 2016 | 2.85% | 0.00% |
| 2015 | 1.57% | 0.00% |
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