CSB vs. OSCV

Last updated Jun 4, 2026

CSB (VictoryShares US Small Cap High Dividend Volatility Wtd ETF) and OSCV (Opus Small Cap Value Plus ETF) are both Small Cap Blend Equities funds. CSB is passively managed, while OSCV is actively managed. Over the past 5 years, CSB returned 3.65%/yr vs 5.11%/yr for OSCV. Their correlation of 0.88 suggests significant overlap in exposure. CSB charges 0.35%/yr vs 0.79%/yr for OSCV.

Performance

CSB vs. OSCV - 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 Opus Small Cap Value Plus ETF (OSCV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with CSB having a 8.30% return and OSCV slightly higher at 8.34%.

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%

OSCV

• 1D: -0.77%
• 1M: -1.79%
• YTD: 8.34%
• 6M: 6.75%
• 1Y: 13.62%
• 3Y*: 10.05%
• 5Y*: 5.11%
• 10Y*: —

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

CSB vs. OSCV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF	8.30%	2.26%	9.64%	12.60%	-13.11%	27.04%	11.30%	21.12%	-12.68%
OSCV Opus Small Cap Value Plus ETF	8.34%	1.35%	11.66%	10.14%	-11.41%	27.69%	4.94%	27.51%	-13.52%

Correlation

The correlation between CSB and OSCV is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jul 19, 2018	0.88

The correlation between CSB and OSCV has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.

CSB vs. OSCV - Sectors Allocation Comparison

Sectors	CSB	OSCV
Financial Services	26.5%	27.6%
Utilities	22.0%	3.1%
Consumer Cyclical	19.0%	9.9%
Energy	11.5%	11.3%
Industrials	8.5%	17.0%
Consumer Defensive	4.4%	2.0%
Communication Services	3.6%	-
Basic Materials	3.4%	5.6%
Technology	1.2%	2.0%
Healthcare	0.4%	8.3%
Real Estate	-	8.5%

Return for Risk

CSB vs. OSCV — 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

OSCV

OSCV Risk / Return Rank: 31
OSCV Sharpe Ratio Rank: 28
OSCV Sortino Ratio Rank: 30
OSCV Omega Ratio Rank: 27
OSCV Calmar Ratio Rank: 37
OSCV Martin Ratio Rank: 35

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. OSCV - 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 Opus Small Cap Value Plus ETF (OSCV). 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	OSCV	Difference
Sharpe ratio Return per unit of total volatility	1.25	1.03	+0.22
Sortino ratio Return per unit of downside risk	1.92	1.61	+0.31
Omega ratio Gain probability vs. loss probability	1.22	1.18	+0.04
Calmar ratio Return relative to maximum drawdown	2.51	1.81	+0.70
Martin ratio Return relative to average drawdown	7.26	5.34	+1.91
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CSB vs. OSCV - Sharpe Ratio Comparison

The current CSB Sharpe Ratio is 1.25, which is comparable to the OSCV Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of CSB and OSCV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CSB	OSCV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.25	1.03	+0.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.20	0.30	-0.10
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	0.36	+0.09

Drawdowns

CSB vs. OSCV - Drawdown Comparison

The maximum CSB drawdown since its inception was -42.07%, roughly equal to the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for CSB and OSCV.

Drawdown Indicators

	CSB	OSCV	Difference
Max Drawdown Largest peak-to-trough decline	-42.07%	-42.40%	+0.33%
Max Drawdown (1Y) Largest decline over 1 year	-7.18%	-7.55%	+0.37%
Max Drawdown (3Y) Largest decline over 3 years	-21.82%	-22.92%	+1.10%
Max Drawdown (5Y) Largest decline over 5 years	-24.49%	-22.92%	-1.57%
Max Drawdown (10Y) Largest decline over 10 years	-42.07%	—	—
Current Drawdown Current decline from peak	-3.12%	-3.46%	+0.34%
Average Drawdown Average peak-to-trough decline	-7.14%	-7.60%	+0.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.48%	2.55%	-0.07%

Volatility

CSB vs. OSCV - Volatility Comparison

VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) and Opus Small Cap Value Plus ETF (OSCV) have volatilities of 3.59% and 3.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSB	OSCV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.59%	3.47%	+0.12%
Volatility (6M) Calculated over the trailing 6-month period	9.19%	9.45%	-0.26%
Volatility (1Y) Calculated over the trailing 1-year period	14.54%	13.37%	+1.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.78%	17.26%	+1.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.31%	20.91%	+0.40%

CSB vs. OSCV - Expense Ratio Comparison

CSB has a 0.35% expense ratio, which is lower than OSCV's 0.79% expense ratio.

Dividends

CSB vs. OSCV - Dividend Comparison

CSB's dividend yield for the trailing twelve months is around 3.26%, more than OSCV's 1.11% 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%
OSCV Opus Small Cap Value Plus ETF	1.11%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CSB and OSCV in my portfolio?

CSB and OSCV have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSB or OSCV?

CSB has higher volatility (3.59%) compared to OSCV (3.47%). In terms of maximum drawdown, CSB dropped -42.07% vs OSCV's -42.40%.

Which ETF is better, CSB or OSCV?

On 5-year performance, OSCV leads with 5.11% vs 3.65% for CSB. On fees, CSB is cheaper at 0.35% per year. On volatility, OSCV has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CSB or OSCV?

Over the 5-year period, OSCV has performed better with a 5.11% return vs 3.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CSB or OSCV?

CSB is cheaper with a 0.35% expense ratio, compared with 0.79% for OSCV.

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

CSB has the higher dividend yield at 3.26%, compared with 1.11% for OSCV.

What is the main difference between CSB and OSCV?

They also come from different issuers: Crestview and Aptus Capital Advisors. Their fees differ too: 0.35% for CSB and 0.79% for OSCV.

Which has better risk-adjusted returns?

CSB currently has the higher Sharpe Ratio (1.25 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.