BAUG vs CSD

Comparison between Innovator U.S. Equity Buffer ETF - August (BAUG, ETF) and INVESCO S&P SPIN-OFF ETF (CSD, ETF).

5-Year PerformanceCSD has outperformed BAUG, delivering a return of +17.2% compared to +11.0%

BAUG vs CSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAUG(ETF)	CSD(ETF)
Net Assets	$195M	$194M
Expense Ratio	0.79%	0.65%
Max Drawdown	24.19%	70.67%
Sharpe Ratio	1.75	2.29
5Y Beta	0.65	1.27
P/E Ratio	N/A	63.61
Forward P/E	N/A	22.76
PEG Ratio	N/A	0.22
5Y Dividends CAGR	N/A	-23.06%
Debt to Equity	N/A	20.05%
P/S Ratio	N/A	1.93
P/B Ratio	N/A	2.34

Net Assets

Winner

BAUG

$195M

CSD

$194M

Expense Ratio

BAUG

0.79%

Winner

CSD

0.65%

Max Drawdown

Winner

BAUG

24.19%

CSD

70.67%

Sharpe Ratio

BAUG

1.75

Winner

CSD

2.29

5Y Beta

Winner

BAUG

0.65

CSD

1.27

P/E Ratio

BAUG

N/A

CSD

63.61

Forward P/E

BAUG

N/A

CSD

22.76

PEG Ratio

BAUG

N/A

CSD

0.22

5Y Dividends CAGR

BAUG

N/A

CSD

-23.06%

Debt to Equity

BAUG

N/A

CSD

20.05%

P/S Ratio

BAUG

N/A

CSD

1.93

P/B Ratio

BAUG

N/A

CSD

2.34

BAUG vs CSD - Historical Returns

Returns include dividend reinvestment.

Period	BAUG	CSD
1 month	+0.92%	+4.46%
3 months	+7.49%	+29.68%
6 months	+6.80%	+41.30%
1 year	+18.27%	+75.66%
5 years(CAGR)	+11.03%	+17.15%
10 years(CAGR)	N/A	+14.59%
Max(CAGR)	+11.63%	+10.42%

BAUG

+0.92%

Winner

CSD

+4.46%

BAUG

+7.49%

Winner

CSD

+29.68%

BAUG

+6.80%

Winner

CSD

+41.30%

BAUG

+18.27%

Winner

CSD

+75.66%

5Y(CAGR)

BAUG

+11.03%

Winner

CSD

+17.15%

10Y(CAGR)

BAUG

N/A

CSD

+14.59%

Max(CAGR)

Winner

BAUG

+11.63%

CSD

+10.42%

BAUG vs CSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BAUG	CSD
2026	+6.16%	+39.71%
2025	+14.87%	+20.31%
2024	+21.85%	+29.21%
2023	+20.41%	+24.33%
2022	-10.53%	-15.12%
2021	+13.11%	+15.54%
2020	+11.43%	+10.77%
2019	+6.33%	+19.30%
2018	N/A	-18.73%
2017	N/A	+20.00%
2016	N/A	+16.46%
2015	N/A	-12.04%
2014	N/A	+2.45%
2013	N/A	+47.95%
2012	N/A	+24.81%
2011	N/A	+2.66%
2010	N/A	+20.13%
2009	N/A	+65.62%
2008	N/A	-54.42%
2007	N/A	+8.83%
2006	N/A	-0.56%

BAUG vs CSD Drawdown Comparison

The maximum drawdown for BAUG was -24.19%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The maximum drawdown for CSD was -70.47%, occurring on Nov 20, 2008. Recovery took 1360 trading sessions.

The current BAUG drawdown is -0.40%.

Rank	BAUG	CSD
#1	-24.19% Feb 19, 2020 - Jul 22, 2020	-70.47% Jul 19, 2007 - Dec 11, 2012
#2	-15.59% Jan 4, 2022 - Jun 30, 2023	-57.54% Sep 21, 2018 - Dec 16, 2020
#3	-13.78% Feb 19, 2025 - Jun 24, 2025	-31.85% Apr 10, 2015 - Apr 25, 2017
#4	-7.48% Jul 31, 2023 - Nov 22, 2023	-30.15% Jan 23, 2025 - Aug 27, 2025
#5	-5.66% Feb 25, 2026 - Apr 13, 2026	-29.30% Sep 2, 2021 - Feb 23, 2024
#6	-5.38% Sep 2, 2020 - Nov 9, 2020	-11.34% Feb 26, 2026 - Apr 9, 2026
#7	-4.10% Mar 28, 2024 - May 10, 2024	-10.60% Nov 29, 2013 - Mar 4, 2014
#8	-3.95% Jul 31, 2024 - Aug 15, 2024	-9.73% Mar 7, 2014 - Feb 12, 2015
#9	-3.15% Aug 30, 2021 - Oct 20, 2021	-9.58% Jun 8, 2021 - Aug 27, 2021
#10	-3.11% Aug 1, 2019 - Sep 5, 2019	-9.40% Jan 26, 2018 - Sep 20, 2018
#11	-3.02% Oct 28, 2025 - Dec 3, 2025	-9.37% Nov 26, 2024 - Jan 21, 2025
#12	-2.82% Aug 30, 2024 - Sep 16, 2024	-8.79% Jul 31, 2024 - Aug 23, 2024
#13	-2.75% Sep 12, 2019 - Oct 24, 2019	-7.88% Nov 12, 2025 - Dec 3, 2025
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	-7.88% Jan 14, 2021 - Feb 5, 2021
#15	-2.22% Dec 6, 2024 - Jan 21, 2025	-6.78% Mar 15, 2021 - May 7, 2021