CSB vs. ESSC

Last updated Jun 4, 2026

CSB (VictoryShares US Small Cap High Dividend Volatility Wtd ETF) and ESSC (Eventide Small Cap ETF) are both Small Cap Blend Equities funds. CSB is passively managed, while ESSC is actively managed. A 0.72 correlation means they provide meaningful diversification when combined. CSB charges 0.35%/yr vs 0.49%/yr for ESSC.

Performance

CSB vs. ESSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) and Eventide Small Cap ETF (ESSC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSB achieves a 8.30% return, which is significantly lower than ESSC's 15.03% return.

CSB

• 1D: -1.09%
• 1M: -1.58%
• YTD: 8.30%
• 6M: 7.74%
• 1Y: 17.95%
• 3Y*: 11.48%
• 5Y*: 3.65%
• 10Y*: 9.58%

ESSC

• 1D: -0.78%
• 1M: 2.91%
• YTD: 15.03%
• 6M: 14.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CSB vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF	8.30%	0.38%
ESSC Eventide Small Cap ETF	15.03%	3.65%

Correlation

The correlation between CSB and ESSC is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025	0.72

Return for Risk

CSB vs. ESSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSB

CSB Risk / Return Rank: 40
CSB Sharpe Ratio Rank: 35
CSB Sortino Ratio Rank: 36
CSB Omega Ratio Rank: 33
CSB Calmar Ratio Rank: 51
CSB Martin Ratio Rank: 44

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSB vs. ESSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) and Eventide Small Cap ETF (ESSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CSB	ESSC	Difference
Sharpe ratio: Return per unit of total volatility	1.25	—	—
Sortino ratio: Return per unit of downside risk	1.92	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	2.51	—	—
Martin ratio: Return relative to average drawdown	7.26	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CSB	ESSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.25	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.45	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	1.58	-1.14

Drawdowns

CSB vs. ESSC - Drawdown Comparison

The maximum CSB drawdown since its inception was -42.07%, which is greater than ESSC's maximum drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for CSB and ESSC.

Drawdown Indicators

	CSB	ESSC	Difference
Max Drawdown Largest peak-to-trough decline	-42.07%	-9.51%	-32.56%
Max Drawdown (1Y) Largest decline over 1 year	-7.18%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-21.82%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.49%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-42.07%	—	—
Current Drawdown Current decline from peak	-3.12%	-1.05%	-2.07%
Average Drawdown Average peak-to-trough decline	-7.14%	-2.19%	-4.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.48%	—	—

Volatility

Volatility by Period

	CSB	ESSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.59%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.19%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.54%	19.00%	-4.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.78%	19.00%	-0.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.31%	19.00%	+2.31%

CSB vs. ESSC - Expense Ratio Comparison

CSB has a 0.35% expense ratio, which is lower than ESSC's 0.49% expense ratio.

Dividends

CSB vs. ESSC - Dividend Comparison

CSB's dividend yield for the trailing twelve months is around 3.26%, more than ESSC's 0.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF	3.26%	3.54%	3.12%	3.45%	3.60%	3.11%	3.70%	3.19%	3.45%	3.19%	2.85%	1.57%
ESSC Eventide Small Cap ETF	0.16%	0.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CSB and ESSC in my portfolio?

CSB and ESSC have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CSB or ESSC?

On fees, CSB is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CSB or ESSC?

CSB is cheaper with a 0.35% expense ratio, compared with 0.49% for ESSC.

Which ETF pays a higher dividend yield, CSB or ESSC?

CSB has the higher dividend yield at 3.26%, compared with 0.16% for ESSC.

What is the main difference between CSB and ESSC?

They also come from different issuers: Crestview and Eventide. Their fees differ too: 0.35% for CSB and 0.49% for ESSC.