CSB - ETF AI Analysis
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VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB)
CSB, the VictoryShares US Small Cap High Dividend Volatility Wtd ETF, earns a solid overall rating largely because of strong contributors like United Bankshares and Avista, which show healthy financial performance, supportive technical trends, and attractive dividends and valuations. Several utility and energy holdings such as IdaCorp, Chesapeake Utilities, and MDU Resources add stability but face bearish or overbought technical signals and cash flow or valuation concerns, which modestly weigh on the fund’s rating. The main risk factor is the ETF’s concentration in smaller, high-dividend U.S. companies, where sector-specific issues and technical volatility can have a bigger impact on performance.
CSB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 239.91M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.62
- Issuer
- VictoryShares
- Inception Date
- Jul 08, 2015
- Dividend Yield
- 3.19%
- Asset Class
- Equity
- Index Tracked
- Nasdaq Victory U.S. Small Cap High Dividend 100 Volatility Weighted Index
CSB Summary
CSB is an ETF that follows the Nasdaq Victory U.S. Small Cap High Dividend 100 Volatility Weighted Index, focusing on smaller U.S. companies that pay relatively high dividends. It spreads investments across many sectors, with a lot in financials and utilities, and holds names like Southwest Gas and New Jersey Resources. Someone might consider CSB for income from dividends plus diversification into small-cap stocks, which can offer more growth potential than larger companies. A key risk is that small-cap stocks can be more volatile, so the value of this ETF can go up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s slightly higher than the cheapest index ETFs because this fund uses a more specialized, rules-based strategy focused on small-cap, high-dividend stocks rather than a plain-vanilla passive index.
What would affect this ETF?
CSB could benefit if the U.S. economy grows steadily and interest rates eventually stabilize or decline, since its small-cap, high-dividend focus and heavy exposure to financials and utilities may become more attractive for income-seeking investors. On the other hand, rising interest rates, economic slowdowns that hit small companies harder, or tighter regulations on utilities and regional banks like its top holdings could pressure profits and reduce dividend appeal.
CSB Top 10 Holdings
CSB leans heavily into U.S. utilities and financials, and that’s where the story starts. Gas names like Southwest Gas and New Jersey Resources have been losing steam lately, weighing on short-term returns even though their year-to-date trends are more mixed. ONE Gas and Avista are also lagging, adding to the drag from the utility side. On the brighter end, United Bankshares has been rising and helps offset some of that weakness, while Chesapeake Utilities is holding relatively steady. Overall, the fund is U.S.-focused, income-oriented, and somewhat hostage to the mood in small-cap utilities.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SWX | Southwest Gas | 1.77% | $4.25M | $6.69B | 12.59% | 74Outperform |
 IDA | IdaCorp | 1.67% | $4.02M | $8.11B | 3.80% | 64Neutral |
 NJR | New Jersey Resources | 1.63% | $3.92M | $5.40B | 15.50% | 64Neutral |
 SR | Spire | 1.63% | $3.91M | $5.07B | -3.55% | 69Neutral |
 OGS | ONE Gas | 1.62% | $3.90M | $4.93B | -5.44% | 69Neutral |
 INGR | Ingredion | 1.59% | $3.82M | $6.02B | -19.21% | 65Neutral |
 AVA | Avista | 1.55% | $3.74M | $3.12B | -4.95% | 77Outperform |
 CPK | Chesapeake Utilities | 1.53% | $3.68M | $3.25B | 2.32% | 64Neutral |
 UBSI | United Bankshares | 1.53% | $3.68M | $6.66B | 34.28% | 80Outperform |
 MDU | Mdu Resources Group | 1.51% | $3.64M | $4.08B | -2.95% | 62Neutral |
CSB Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSB, the sentiment is Positive. The current price of 64.97 is above the 20-day moving average (MA) of 62.69, above the 50-day MA of 64.06, and above the 200-day MA of 63.15, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 65.02 is Neutral, neither overbought nor oversold. The STOCH value of 95.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSB.
CSB Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CSB | $64.97 | $71.00(9.27% Upside) | $239.91M | 0.35% | 69Neutral |
 SFLO | $40.24 | $48.54(20.62% Upside) | $886.48M | 0.49% | 68Neutral |
 OUSM | $48.44 | $55.07(13.69% Upside) | $809.39M | 0.48% | 72Outperform |
 BBSC | $85.36 | $108.82(27.48% Upside) | $729.71M | 0.09% | 63Neutral |
 EES | $66.21 | $80.30(21.29% Upside) | $686.52M | 0.38% | 67Neutral |
 JHSC | $46.94 | $56.74(20.87% Upside) | $686.03M | 0.42% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CSB | VictoryShares US Small Cap High Dividend Volatility Wtd ETF | 64.97 | 9.48 | 17.07% | |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | 40.24 | 11.88 | 41.89% | |
| OUSM | OShares U.S. Small-Cap Quality Dividend ETF | 48.44 | 5.48 | 12.77% | |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 85.36 | 10.88 | 14.60% | |
| EES | WisdomTree U.S. SmallCap Fund | 66.21 | 11.83 | 21.75% | |
| JHSC | John Hancock Multifactor Small Cap ETF | 46.94 | 5.63 | 13.62% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.