CSB vs SPY
Comparison between VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CSB, delivering a return of +13.1% compared to +6.1%
CSB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CSB
$269M
Winner
SPY
$795B
Expense Ratio
CSB
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CSB
43.74%
SPY
56.47%
Sharpe Ratio
CSB
1.14
Winner
SPY
1.27
5Y Beta
Winner
CSB
0.70
SPY
1.00
P/E Ratio
Winner
CSB
14.14
SPY
26.08
Forward P/E
Winner
CSB
12.31
SPY
21.01
PEG Ratio
Winner
CSB
0.10
SPY
0.37
5Y Dividends CAGR
CSB
1.32%
Winner
SPY
6.00%
5Y EPS CAGR
CSB
5.85%
Winner
SPY
26.38%
Debt to Equity
Winner
CSB
-30.94%
SPY
45.86%
P/S Ratio
Winner
CSB
1.28
SPY
3.75
P/B Ratio
Winner
CSB
1.71
SPY
5.57
CSB vs SPY - Holdings Comparison
CSB and SPY have 2 common holdings. Overlap is 0.02%
CSB's top 25 holdings weight is 35.44%. SPY's top 25 holdings weight is 51.61%.
| Rank | CSB | SPY |
|---|---|---|
| #1 | IDACORP INC (IDA) - 1.81% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | NEW JERSEY RESOURCES CORP (NJR) - 1.78% | APPLE INC (AAPL) - 6.79% |
| #3 | AMERICAN STATES WATER CO (AWR) - 1.70% | MICROSOFT CORP (MSFT) - 5.64% |
| #4 | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.59% | AMAZON.COM INC (AMZN) - 4.08% |
| #5 | AVISTA CORP (AVA) - 1.54% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | ONE GAS INC (OGS) - 1.52% | BROADCOM INC (AVGO) - 3.00% |
| #7 | MGE ENERGY INC (MGEE) - 1.49% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | FIRST BANCORP (FBP) - 1.45% | META PLATFORMS INC CLASS A (META) - 1.96% |
| #9 | PORTLAND GENERAL ELECTRIC CO (POR) - 1.44% | ELI LILLY AND CO (LLY) - 1.46% |
| #10 | BLACK HILLS CORP (BKH) - 1.44% | MICRON TECHNOLOGY INC (MU) - 1.46% |
| #11 | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.43% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #12 | SPIRE INC (SR) - 1.39% | JPMORGAN CHASE & CO (JPM) - 1.45% |
| #13 | OTTER TAIL CORP (OTTR) - 1.38% | TESLA INC (TSLA) - 1.40% |
| #14 | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.38% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #15 | NORTHWEST NATURAL HOLDING CO (NWN) - 1.37% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.99% |
| #16 | GREIF INC CLASS A (GEF) - 1.36% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #17 | FIRST BUSEY CORP (BUSE) - 1.34% | VISA INC CLASS A (V) - 0.90% |
| #18 | UNITED BANKSHARES INC (UBSI) - 1.30% | WALMART INC (WMT) - 0.74% |
| #19 | KORN FERRY (KFY) - 1.29% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #20 | H&R BLOCK INC (HRB) - 1.27% | INTEL CORP (INTC) - 0.69% |
| #21 | COHEN & STEERS INC (CNS) - 1.27% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #22 | AVNET INC (AVT) - 1.24% | ABBVIE INC (ABBV) - 0.66% |
| #23 | FIRST HAWAIIAN INC (FHB) - 1.23% | COSTCO WHOLESALE CORP (COST) - 0.63% |
| #24 | MDU RESOURCES GROUP INC (MDU) - 1.22% | APPLIED MATERIALS INC (AMAT) - 0.62% |
| #25 | FIRST FINANCIAL BANCORP (FFBC) - 1.21% | BANK OF AMERICA CORP (BAC) - 0.62% |
| Total Holdings | 101 | 505 |
CSB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CSB
+0.55%
Winner
SPY
+2.33%
3M
Winner
CSB
+6.38%
SPY
+3.36%
6M
CSB
+5.90%
Winner
SPY
+11.66%
1Y
CSB
+20.17%
Winner
SPY
+21.81%
5Y(CAGR)
CSB
+6.11%
Winner
SPY
+13.07%
10Y(CAGR)
CSB
+10.03%
Winner
SPY
+15.21%
Max(CAGR)
Winner
CSB
+9.84%
SPY
+8.56%
CSB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CSB | SPY |
|---|---|---|
| 2026 | +15.76% | +12.68% |
| 2025 | +2.52% | +18.00% |
| 2024 | +9.65% | +25.59% |
| 2023 | +11.49% | +26.72% |
| 2022 | -13.74% | -18.64% |
| 2021 | +28.44% | +30.52% |
| 2020 | +11.41% | +17.28% |
| 2019 | +20.51% | +31.09% |
| 2018 | -7.39% | -5.24% |
| 2017 | +10.69% | +20.78% |
| 2016 | +32.95% | +13.59% |
| 2015 | -3.74% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CSB vs SPY Drawdown Comparison
The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CSB drawdown is -1.46%. The current SPY drawdown is -1.56%.
| Rank | CSB | SPY |
|---|---|---|
| #1 | -42.06% Jan 16, 2020 - Nov 16, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.48% Jan 6, 2022 - Jul 16, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.81% Nov 25, 2024 - Jan 21, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.33% Aug 21, 2018 - Nov 5, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.04% Jul 9, 2015 - Mar 30, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.56% Jun 8, 2021 - Nov 5, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.06% Mar 12, 2021 - May 7, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.95% Jan 23, 2018 - May 25, 2018 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.93% Nov 11, 2021 - Jan 4, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.66% Jul 30, 2024 - Sep 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.17% Feb 20, 2026 - Apr 9, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.81% Jun 8, 2016 - Jul 15, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.12% Sep 7, 2016 - Nov 10, 2016 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.07% Jan 4, 2017 - Sep 25, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.15% Jan 12, 2021 - Feb 5, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CSB and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
CSB vs SPY dividend yield comparison.
| Year | CSB | SPY |
|---|---|---|
| 2026 | 1.55% | 0.48% |
| 2025 | 3.54% | 1.07% |
| 2024 | 3.12% | 1.21% |
| 2023 | 3.45% | 1.40% |
| 2022 | 3.60% | 1.65% |
| 2021 | 3.11% | 1.20% |
| 2020 | 3.70% | 1.52% |
| 2019 | 3.19% | 1.75% |
| 2018 | 3.45% | 2.04% |
| 2017 | 3.19% | 1.80% |
| 2016 | 2.85% | 2.03% |
| 2015 | 1.57% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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