CSB vs. ESSC

Last updated Apr 1, 2026

Compare and contrast key facts about VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) and Eventide Small Cap ETF (ESSC).

CSB and ESSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSB is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory U.S. Small Cap High Dividend 100 Volatility Weighted Index. It was launched on Jul 8, 2015. ESSC is an actively managed fund by Eventide. It was launched on Sep 29, 2025.

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.

CSB vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF	6.03%	0.38%
ESSC Eventide Small Cap ETF	1.16%	3.65%

Returns By Period

In the year-to-date period, CSB achieves a 6.03% return, which is significantly higher than ESSC's 1.16% return.

CSB

• 1D: 1.09%
• 1M: -1.77%
• YTD: 6.03%
• 6M: 6.43%
• 1Y: 11.49%
• 3Y*: 9.80%
• 5Y*: 4.36%
• 10Y*: 9.66%

ESSC

• 1D: 3.44%
• 1M: -3.82%
• YTD: 1.16%
• 6M: 4.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CSB vs. ESSC - Expense Ratio Comparison

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

ESSC

Eventide Small Cap ETF

CSB

VictoryShares US Small Cap High Dividend Volatility Wtd ETF

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: 34
CSB Sharpe Ratio Rank: 33
CSB Sortino Ratio Rank: 35
CSB Omega Ratio Rank: 33
CSB Calmar Ratio Rank: 34
CSB Martin Ratio Rank: 33

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	0.60	—	—
Sortino ratio Return per unit of downside risk	0.97	—	—
Omega ratio Gain probability vs. loss probability	1.13	—	—
Calmar ratio Return relative to maximum drawdown	0.84	—	—
Martin ratio Return relative to average drawdown	2.95	—	—
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	0.60	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.45	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.51	-0.07

Correlation

The correlation between CSB and ESSC is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CSB vs. ESSC - Dividend Comparison

CSB's dividend yield for the trailing twelve months is around 3.40%, more than ESSC's 0.19% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF	3.40%	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	0.19%	0.04%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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	-14.18%	—	—
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	-3.71%	-6.40%	+2.69%
Average Drawdown Average peak-to-trough decline	-7.23%	-2.49%	-4.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.02%	—	—

Volatility

Volatility by Period

	CSB	ESSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.83%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.03%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	19.08%	19.61%	-0.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.90%	19.61%	-0.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.32%	19.61%	+1.71%