CSB vs LCAP

Comparison between VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF) and PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF).

CSB vs LCAP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSB(ETF)	LCAP(ETF)
Net Assets	$263M	$264M
Expense Ratio	0.35%	0.29%
Max Drawdown	43.74%	11.31%
Sharpe Ratio	1.11	1.47
5Y Beta	0.73	0.88
P/E Ratio	14.33	33.62
Forward P/E	11.64	25.33
PEG Ratio	0.09	0.60
5Y Dividends CAGR	0.26%	N/A
5Y EPS CAGR	8.88%	40.63%
Debt to Equity	-13.56%	33.24%
P/S Ratio	1.21	4.85
P/B Ratio	1.69	9.49

Net Assets

CSB

$263M

Winner

LCAP

$264M

Expense Ratio

CSB

0.35%

Winner

LCAP

0.29%

Max Drawdown

CSB

43.74%

Winner

LCAP

11.31%

Sharpe Ratio

CSB

1.11

Winner

LCAP

1.47

5Y Beta

Winner

CSB

0.73

LCAP

0.88

P/E Ratio

Winner

CSB

14.33

LCAP

33.62

Forward P/E

Winner

CSB

11.64

LCAP

25.33

PEG Ratio

Winner

CSB

0.09

LCAP

0.60

5Y Dividends CAGR

CSB

0.26%

LCAP

N/A

5Y EPS CAGR

CSB

8.88%

Winner

LCAP

40.63%

Debt to Equity

Winner

CSB

-13.56%

LCAP

33.24%

P/S Ratio

Winner

CSB

1.21

LCAP

4.85

P/B Ratio

Winner

CSB

1.69

LCAP

9.49

CSB vs LCAP - Holdings Comparison

CSB and LCAP have 0 common holdings. Overlap is 0.00%

CSB's top 25 holdings weight is 35.47%. LCAP's top 25 holdings weight is 63.34%.

Rank	CSB	LCAP
#1	IDACORP INC (IDA) - 1.88%	NVIDIA CORP (NVDA) - 7.76%
#2	NEW JERSEY RESOURCES CORP (NJR) - 1.84%	APPLE INC (AAPL) - 6.36%
#3	AVISTA CORP (AVA) - 1.69%	ALPHABET INC CLASS A (GOOGL) - 5.89%
#4	SOUTHWEST GAS HOLDINGS INC (SWX) - 1.65%	MICROSOFT CORP (MSFT) - 4.59%
#5	ONE GAS INC (OGS) - 1.65%	AMAZON.COM INC (AMZN) - 4.17%
#6	AMERICAN STATES WATER CO (AWR) - 1.60%	BROADCOM INC (AVGO) - 4.12%
#7	BLACK HILLS CORP (BKH) - 1.58%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.82%
#8	SPIRE INC (SR) - 1.56%	VISA INC CLASS A (V) - 2.62%
#9	PORTLAND GENERAL ELECTRIC CO (POR) - 1.50%	CASEY'S GENERAL STORES INC (CASY) - 2.55%
#10	MGE ENERGY INC (MGEE) - 1.48%	JPMORGAN CHASE & CO (JPM) - 2.50%
#11	NORTHWEST NATURAL HOLDING CO (NWN) - 1.46%	PALO ALTO NETWORKS INC (PANW) - 2.42%
#12	MDU RESOURCES GROUP INC (MDU) - 1.42%	TJX COMPANIES INC (TJX) - 2.22%
#13	OTTER TAIL CORP (OTTR) - 1.41%	ELI LILLY AND CO (LLY) - 2.21%
#14	AVNET INC (AVT) - 1.30%	MARATHON PETROLEUM CORP (MPC) - 2.16%
#15	MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.30%	LAM RESEARCH CORP (LRCX) - 2.10%
#16	FIRST BANCORP (FBP) - 1.28%	META PLATFORMS INC CLASS A (META) - 2.00%
#17	CALIFORNIA WATER SERVICE GROUP (CWT) - 1.27%	TESLA INC (TSLA) - 1.84%
#18	n/a (WMG) - 1.26%	WESTERN DIGITAL CORP (WDC) - 1.70%
#19	FIRST HAWAIIAN INC (FHB) - 1.26%	REPUBLIC SERVICES INC (RSG) - 1.68%
#20	FIRST BUSEY CORP (BUSE) - 1.24%	EXXON MOBIL CORP (XOM) - 1.63%
#21	UNITED BANKSHARES INC (UBSI) - 1.21%	N/A
#22	FIRST FINANCIAL BANCORP (FFBC) - 1.16%	N/A
#23	FIRST MERCHANTS CORP (FRME) - 1.16%	N/A
#24	BANK OF HAWAII CORP (BOH) - 1.16%	N/A
#25	BANK OZK (OZK) - 1.15%	N/A
Total Holdings	101	20

CSB vs LCAP - Historical Returns

Returns include dividend reinvestment.

Period	CSB	LCAP
1 month	-1.58%	+0.50%
3 months	+1.77%	+7.51%
6 months	+9.18%	+8.75%
1 year	+20.40%	+25.21%
5 years(CAGR)	+3.83%	N/A
10 years(CAGR)	+9.59%	N/A
Max(CAGR)	+9.38%	+24.17%

CSB

-1.58%

Winner

LCAP

+0.50%

CSB

+1.77%

Winner

LCAP

+7.51%

Winner

CSB

+9.18%

LCAP

+8.75%

CSB

+20.40%

Winner

LCAP

+25.21%

5Y(CAGR)

CSB

+3.83%

LCAP

N/A

10Y(CAGR)

CSB

+9.59%

LCAP

N/A

Max(CAGR)

CSB

+9.38%

Winner

LCAP

+24.17%

CSB vs LCAP - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	CSB	LCAP
2026	+8.44%	+8.92%
2025	+2.52%	+18.16%
2024	+9.65%	N/A
2023	+11.49%	N/A
2022	-13.74%	N/A
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 LCAP Drawdown Comparison

The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The current CSB drawdown is -2.28%. The current LCAP drawdown is -3.02%.

Rank	CSB	LCAP
#1	-42.06% Jan 16, 2020 - Nov 16, 2020	-11.31% Mar 26, 2025 - May 2, 2025
#2	-24.48% Jan 6, 2022 - Jul 16, 2024	-9.32% Jan 26, 2026 - Apr 16, 2026
#3	-21.81% Nov 25, 2024 - Jan 21, 2026	-5.05% Oct 29, 2025 - Jan 6, 2026
#4	-19.33% Aug 21, 2018 - Nov 5, 2019	-3.02% Jun 2, 2026 - Jun 5, 2026
#5	-14.04% Jul 9, 2015 - Mar 30, 2016	-2.74% May 19, 2025 - Jun 6, 2025
#6	-10.56% Jun 8, 2021 - Nov 5, 2021	-2.69% Oct 6, 2025 - Oct 24, 2025
#7	-8.06% Mar 12, 2021 - May 7, 2021	-2.37% Jan 12, 2026 - Jan 26, 2026
#8	-7.95% Jan 23, 2018 - May 25, 2018	-2.20% Jul 28, 2025 - Aug 12, 2025
#9	-7.93% Nov 11, 2021 - Jan 4, 2022	-2.18% May 14, 2026 - May 28, 2026
#10	-7.66% Jul 30, 2024 - Sep 19, 2024	-1.57% Sep 22, 2025 - Oct 1, 2025
#11	-7.17% Feb 20, 2026 - Apr 9, 2026	-1.42% Jun 12, 2025 - Jun 24, 2025
#12	-6.81% Jun 8, 2016 - Jul 15, 2016	-1.27% Aug 14, 2025 - Aug 27, 2025
#13	-6.12% Sep 7, 2016 - Nov 10, 2016	-1.21% Aug 28, 2025 - Sep 4, 2025
#14	-6.07% Jan 4, 2017 - Sep 25, 2017	-0.95% Apr 27, 2026 - Apr 30, 2026
#15	-5.15% Jan 12, 2021 - Feb 5, 2021	-0.80% May 2, 2025 - May 12, 2025

Correlation

Correlation between CSB and LCAP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2015 - 2026)

CSB vs LCAP dividend yield comparison.

Year	CSB	LCAP
2026	0.83%	0.00%
2025	3.54%	0.11%
2024	3.12%	0.00%
2023	3.45%	0.00%
2022	3.60%	0.00%
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%