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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 +13.3% compared to +3.8%

CSB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CSB
$263M
Winner
SPY
$735B
Expense Ratio
CSB
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
CSB
43.74%
SPY
56.47%
Sharpe Ratio
CSB
1.11
Winner
SPY
1.62
5Y Beta
Winner
CSB
0.73
SPY
1.00
P/E Ratio
Winner
CSB
14.33
SPY
28.99
Forward P/E
Winner
CSB
11.64
SPY
22.37
PEG Ratio
CSB
0.09
SPY
N/A
5Y Dividends CAGR
CSB
0.26%
Winner
SPY
5.43%
5Y EPS CAGR
CSB
8.88%
Winner
SPY
26.05%
Debt to Equity
Winner
CSB
-13.56%
SPY
32.40%
P/S Ratio
Winner
CSB
1.21
SPY
3.74
P/B Ratio
Winner
CSB
1.69
SPY
5.61

CSB vs SPY - Holdings Comparison

CSB and SPY have 2 common holdings. Overlap is 0.02%

CSB's top 25 holdings weight is 35.47%. SPY's top 25 holdings weight is 52.37%.

RankCSBSPY
#1
IDACORP INC (IDA) - 1.88%
NVIDIA CORP (NVDA) - 8.10%
#2
NEW JERSEY RESOURCES CORP (NJR) - 1.84%
APPLE INC (AAPL) - 7.02%
#3
AVISTA CORP (AVA) - 1.69%
MICROSOFT CORP (MSFT) - 4.79%
#4
SOUTHWEST GAS HOLDINGS INC (SWX) - 1.65%
AMAZON.COM INC (AMZN) - 4.02%
#5
ONE GAS INC (OGS) - 1.65%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AMERICAN STATES WATER CO (AWR) - 1.60%
BROADCOM INC (AVGO) - 3.10%
#7
BLACK HILLS CORP (BKH) - 1.58%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
SPIRE INC (SR) - 1.56%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
PORTLAND GENERAL ELECTRIC CO (POR) - 1.50%
TESLA INC (TSLA) - 1.89%
#10
MGE ENERGY INC (MGEE) - 1.48%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NORTHWEST NATURAL HOLDING CO (NWN) - 1.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MDU RESOURCES GROUP INC (MDU) - 1.42%
ELI LILLY AND CO (LLY) - 1.31%
#13
OTTER TAIL CORP (OTTR) - 1.41%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
AVNET INC (AVT) - 1.30%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.30%
EXXON MOBIL CORP (XOM) - 0.97%
#16
FIRST BANCORP (FBP) - 1.28%
INTEL CORP (INTC) - 0.90%
#17
CALIFORNIA WATER SERVICE GROUP (CWT) - 1.27%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
n/a (WMG) - 1.26%
VISA INC CLASS A (V) - 0.85%
#19
FIRST HAWAIIAN INC (FHB) - 1.26%
WALMART INC (WMT) - 0.81%
#20
FIRST BUSEY CORP (BUSE) - 1.24%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
UNITED BANKSHARES INC (UBSI) - 1.21%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
FIRST FINANCIAL BANCORP (FFBC) - 1.16%
CATERPILLAR INC (CAT) - 0.66%
#23
FIRST MERCHANTS CORP (FRME) - 1.16%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BANK OF HAWAII CORP (BOH) - 1.16%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BANK OZK (OZK) - 1.15%
ABBVIE INC (ABBV) - 0.58%
Total Holdings101505

CSB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CSB
-1.58%
Winner
SPY
+1.90%
3M
CSB
+1.77%
Winner
SPY
+8.55%
6M
Winner
CSB
+9.18%
SPY
+8.18%
1Y
CSB
+20.40%
Winner
SPY
+25.79%
5Y(CAGR)
CSB
+3.83%
Winner
SPY
+13.32%
10Y(CAGR)
CSB
+9.59%
Winner
SPY
+15.19%
Max(CAGR)
Winner
CSB
+9.38%
SPY
+8.47%

CSB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSBSPY
2026+8.44%+8.26%
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%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -2.28%. The current SPY drawdown is -2.90%.

RankCSBSPY
#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.

YearCSBSPY
20260.83%0.24%
20253.54%1.07%
20243.12%1.21%
20233.45%1.40%
20223.60%1.65%
20213.11%1.20%
20203.70%1.52%
20193.19%1.75%
20183.45%2.04%
20173.19%1.80%
20162.85%2.03%
20151.57%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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