StockComparison Logo
vs

CSD vs BAUG

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

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

CSD vs BAUG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

CSD vs BAUG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSD
+4.46%
BAUG
+0.92%
3M
Winner
CSD
+29.68%
BAUG
+7.49%
6M
Winner
CSD
+41.30%
BAUG
+6.80%
1Y
Winner
CSD
+75.66%
BAUG
+18.27%
5Y(CAGR)
Winner
CSD
+17.15%
BAUG
+11.03%
10Y(CAGR)
CSD
+14.59%
BAUG
N/A
Max(CAGR)
CSD
+10.42%
Winner
BAUG
+11.63%

CSD vs BAUG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

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

CSD vs BAUG Drawdown Comparison

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

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

The current BAUG drawdown is -0.40%.

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

Correlation

Correlation between CSD and BAUG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Select Stocks to Compare