BUFP vs CSD

Comparison between PGIM LADDERED S&P 500 BUFFER 12 ETF (BUFP, ETF) and INVESCO S&P SPIN-OFF ETF (CSD, ETF).

BUFP vs CSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUFP(ETF)	CSD(ETF)
Net Assets	$226M	$227M
Expense Ratio	0.50%	0.65%
Max Drawdown	11.98%	70.67%
Sharpe Ratio	1.43	1.53
5Y Beta	0.53	1.28
P/E Ratio	N/A	42.06
Forward P/E	N/A	22.41
PEG Ratio	N/A	0.15
5Y Dividends CAGR	N/A	-23.06%
Debt to Equity	N/A	45.56%
P/S Ratio	N/A	2.07
P/B Ratio	N/A	2.65

Net Assets

BUFP

$226M

Winner

CSD

$227M

Expense Ratio

Winner

BUFP

0.50%

CSD

0.65%

Max Drawdown

Winner

BUFP

11.98%

CSD

70.67%

Sharpe Ratio

BUFP

1.43

Winner

CSD

1.53

5Y Beta

Winner

BUFP

0.53

CSD

1.28

P/E Ratio

BUFP

N/A

CSD

42.06

Forward P/E

BUFP

N/A

CSD

22.41

PEG Ratio

BUFP

N/A

CSD

0.15

5Y Dividends CAGR

BUFP

N/A

CSD

-23.06%

Debt to Equity

BUFP

N/A

CSD

45.56%

P/S Ratio

BUFP

N/A

CSD

2.07

P/B Ratio

BUFP

N/A

CSD

2.65

BUFP vs CSD - Holdings Comparison

BUFP and CSD have 0 common holdings. Overlap is 0.00%

BUFP's top 25 holdings weight is 99.96%. CSD's top 25 holdings weight is 97.25%.

Rank	BUFP	CSD
#1	PGIM S&P 500 BUFFER 12 ETF SEP (SEPP) - 8.36%	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 8.46%
#2	PGIM S&P 500 BUFFER 12 ETF APR (APRP) - 8.35%	VERALTO CORP (VLTO) - 7.98%
#3	PGIM S&P 500 BUFFER 12 ETF JAN (JANP) - 8.34%	QNITY ELECTRONICS INC (Q) - 7.57%
#4	PGIM S&P 500 BUFFER 12 ETF OCT (OCTP) - 8.34%	GE VERNOVA INC (GEV) - 7.35%
#5	PGIM S&P 500 BUFFER 12 ETF DEC (DECP) - 8.33%	SANDISK CORP ORDINARY SHARES (SNDK) - 5.89%
#6	PGIM S&P 500 BUFFER 12 ETF FEB (FEBP) - 8.33%	HONEYWELL AEROSPACE INC (HONA) - 5.66%
#7	PGIM S&P 500 BUFFER 12 ETF MAR (MRCP) - 8.33%	SOLVENTUM CORP (SOLV) - 5.15%
#8	PGIM S&P 500 BUFFER 12 ETF AUG (AUGP) - 8.32%	CRANE CO (CR) - 4.73%
#9	PGIM S&P 500 BUFFER 12 ETF NOV (NOVP) - 8.32%	SOLSTICE ADVANCED MATERIALS INC (SOLS) - 4.63%
#10	PGIM S&P 500 BUFFER 12 ETF MAY (MAYP) - 8.32%	FEDEX FREIGHT HOLDING CO INC (FDXF) - 4.48%
#11	PGIM S&P 500 BUFFER 12 ETF JUN (JUNP) - 8.31%	RALLIANT CORP (RAL) - 4.21%
#12	PGIM S&P 500 BUFFER 12 ETF JUL (JULP) - 8.31%	EVERUS CONSTRUCTION GROUP INC (ECG) - 3.70%
#13	N/A	U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 3.39%
#14	N/A	MOBILITY GLOBAL INC (MBGL) - 3.08%
#15	N/A	LIBERTY LIVE HOLDINGS INC ORDINARY SHARES (LIBERTY LIVE GROUP) SERIES C (LLYVK) - 2.78%
#16	N/A	VERSANT MEDIA GROUP INC CLASS A (VSNT) - 2.76%
#17	N/A	MILLROSE PROPERTIES INC CLASS A (MRP) - 2.37%
#18	N/A	KNIFE RIVER CORP (KNF) - 1.98%
#19	N/A	RXO INC (RXO) - 1.94%
#20	N/A	AMENTUM HOLDINGS INC (AMTM) - 1.79%
#21	N/A	NCR ATLEOS CORP (NATL) - 1.79%
#22	N/A	VERSIGENT PLC (VGNT) - 1.66%
#23	N/A	CURBLINE PROPERTIES CORP (CURB) - 1.51%
#24	N/A	PHINIA INC (PHIN) - 1.42%
#25	N/A	MASTERBRAND INC ORDINARY SHARES (MBC) - 0.97%
Total Holdings	12	30

BUFP vs CSD - Historical Returns

Returns include dividend reinvestment.

Period	BUFP	CSD
1 month	+2.26%	-2.45%
3 months	+2.52%	-4.39%
6 months	+7.27%	+10.20%
1 year	+13.48%	+50.14%
5 years(CAGR)	N/A	+15.18%
10 years(CAGR)	N/A	+12.95%
Max(CAGR)	+12.84%	+9.86%

Winner

BUFP

+2.26%

CSD

-2.45%

Winner

BUFP

+2.52%

CSD

-4.39%

BUFP

+7.27%

Winner

CSD

+10.20%

BUFP

+13.48%

Winner

CSD

+50.14%

5Y(CAGR)

BUFP

N/A

CSD

+15.18%

10Y(CAGR)

BUFP

N/A

CSD

+12.95%

Max(CAGR)

Winner

BUFP

+12.84%

CSD

+9.86%

BUFP vs CSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BUFP	CSD
2026	+8.65%	+29.04%
2025	+12.96%	+20.31%
2024	+6.36%	+29.21%
2023	N/A	+24.33%
2022	N/A	-15.12%
2021	N/A	+15.54%
2020	N/A	+10.77%
2019	N/A	+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%

BUFP vs CSD Drawdown Comparison

The maximum drawdown for BUFP was -11.98%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

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

The current BUFP drawdown is -0.29%. The current CSD drawdown is -11.87%.

Rank	BUFP	CSD
#1	-11.98% Jan 27, 2025 - Jun 12, 2025	-70.47% Jul 19, 2007 - Dec 11, 2012
#2	-4.41% Feb 25, 2026 - Apr 9, 2026	-57.54% Sep 21, 2018 - Dec 16, 2020
#3	-4.08% Jul 16, 2024 - Aug 19, 2024	-31.85% Apr 10, 2015 - Apr 25, 2017
#4	-2.18% Aug 30, 2024 - Sep 16, 2024	-30.15% Jan 23, 2025 - Aug 27, 2025
#5	-2.14% Oct 27, 2025 - Nov 26, 2025	-29.30% Sep 2, 2021 - Feb 23, 2024
#6	-1.75% Jun 2, 2026 - Jun 15, 2026	-12.02% Jun 30, 2026 - Jul 29, 2026
#7	-1.49% Dec 11, 2024 - Jan 17, 2025	-11.34% Feb 26, 2026 - Apr 9, 2026
#8	-1.33% Jul 15, 2026 - Aug 3, 2026	-10.60% Nov 29, 2013 - Mar 4, 2014
#9	-1.26% Oct 8, 2025 - Oct 20, 2025	-9.73% Mar 7, 2014 - Feb 12, 2015
#10	-1.13% Feb 2, 2026 - Feb 9, 2026	-9.58% Jun 8, 2021 - Aug 27, 2021
#11	-1.09% Oct 22, 2024 - Nov 6, 2024	-9.40% Jan 26, 2018 - Sep 20, 2018
#12	-1.04% Jun 15, 2026 - Jul 6, 2026	-9.37% Nov 26, 2024 - Jan 21, 2025
#13	-1.04% Jul 28, 2025 - Aug 6, 2025	-8.79% Jul 31, 2024 - Aug 23, 2024
#14	-1.02% Jan 12, 2026 - Jan 26, 2026	-7.88% Nov 12, 2025 - Dec 3, 2025
#15	-1.00% Feb 9, 2026 - Feb 25, 2026	-7.88% Jan 14, 2021 - Feb 5, 2021

Correlation

Correlation between BUFP and CSD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2025)

BUFP vs CSD dividend yield comparison.

Year	BUFP	CSD
2025	0.01%	0.16%
2024	0.02%	0.17%
2023	0.00%	0.51%
2022	0.00%	0.86%
2021	0.00%	0.73%
2020	0.00%	0.99%
2019	0.00%	1.08%
2018	0.00%	0.99%
2017	0.00%	0.60%
2016	0.00%	1.62%
2015	0.00%	2.61%
2014	0.00%	1.64%
2013	0.00%	0.19%
2012	0.00%	0.26%
2011	0.00%	0.48%
2010	0.00%	0.47%
2009	0.00%	1.83%
2008	0.00%	3.70%
2007	0.00%	0.69%