PortfoliosLab logoPortfoliosLab logo
RESM vs. CSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RESM vs. CSB - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, RESM achieves a 21.67% return, which is significantly higher than CSB's 13.81% return.


RESM

1D
-0.58%
1M
5.32%
6M
21.06%
YTD
21.67%
1Y
3Y*
5Y*
10Y*

CSB

1D
0.28%
1M
5.09%
6M
12.98%
YTD
13.81%
1Y
18.07%
3Y*
12.27%
5Y*
5.48%
10Y*
10.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RESM vs. CSB - Yearly Performance Comparison


Correlation

The correlation between RESM and CSB is 0.68, 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 Dec 11, 2025

0.68

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

RESM vs. CSB — Risk / Return Rank

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

RESM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


CSB
CSB Risk / Return Rank: 5050
Overall Rank
CSB Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
CSB Sortino Ratio Rank: 4747
Sortino Ratio Rank
CSB Omega Ratio Rank: 4242
Omega Ratio Rank
CSB Calmar Ratio Rank: 6464
Calmar Ratio Rank
CSB Martin Ratio Rank: 5353
Martin Ratio Rank
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.

RESM vs. CSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Small Cap ETF (RESM) and VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RESMCSBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.59

Martin ratioReturn relative to average drawdown

7.48

RESM vs. CSB - Sharpe Ratio Comparison


Loading charts...

Drawdowns

RESM vs. CSB - Drawdown Comparison

The maximum RESM drawdown since its inception was -8.50%, smaller than the maximum CSB drawdown of -42.07%. Use the drawdown chart below to compare losses from any high point for RESM and CSB.


Loading charts...

Drawdown Indicators


RESMCSBDifference

Max Drawdown

Largest peak-to-trough decline

-8.50%

-42.07%

+33.57%

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

-0.95%

-0.32%

-0.63%

Average Drawdown

Average peak-to-trough decline

-1.77%

-7.09%

+5.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

Volatility

RESM vs. CSB - Volatility Comparison


Loading charts...

Volatility by Period


RESMCSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.70%

Volatility (6M)

Calculated over the trailing 6-month period

9.34%

Volatility (1Y)

Calculated over the trailing 1-year period

17.36%

14.19%

+3.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.36%

18.69%

-1.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.36%

21.27%

-3.91%

RESM vs. CSB - Expense Ratio Comparison

RESM has a 0.32% expense ratio, which is lower than CSB's 0.35% expense ratio.


Dividends

RESM vs. CSB - Dividend Comparison

RESM's dividend yield for the trailing twelve months is around 0.08%, less than CSB's 3.15% yield.


PositionTTM20252024202320222021202020192018201720162015
CSB
VictoryShares US Small Cap High Dividend Volatility Wtd ETF
3.15%3.54%3.12%3.45%3.60%3.11%3.70%3.19%3.45%3.19%2.85%1.57%
RESM
Columbia Research Enhanced Small Cap ETF
0.08%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


RESM and CSB have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RESM is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RESM is cheaper with a 0.32% expense ratio, compared with 0.35% for CSB.

CSB has the higher dividend yield at 3.15%, compared with 0.08% for RESM.

RESM tracks Beta Advantage Research Enhanced Small Cap Index, while CSB tracks Nasdaq Victory U.S. Small Cap High Dividend 100 Volatility Weighted Index. They also come from different issuers: Columbia Threadneedle and Crestview. Their fees differ too: 0.32% for RESM and 0.35% for CSB.

Portfolio Optimizer

Find the right allocation for RESM and CSB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer