CSD vs FT

Comparison between INVESCO S&P SPIN-OFF ETF (CSD, ETF) and Franklin Universal Trust (FT, ETF).

5-Year PerformanceCSD has outperformed FT, delivering a return of +17.2% compared to +6.6%

CSD vs FT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSD(ETF)	FT(ETF)
Net Assets	$223M	$223M
Expense Ratio	0.65%	N/A
Max Drawdown	70.67%	65.18%
Sharpe Ratio	1.84	0.62
5Y Beta	1.29	0.29
P/E Ratio	58.53	N/A
Forward P/E	22.83	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	-23.06%	5.27%
Debt to Equity	29.64%	N/A
P/S Ratio	1.93	N/A
P/B Ratio	2.54	N/A

Net Assets

Winner

CSD

$223M

Expense Ratio

CSD

0.65%

N/A

Max Drawdown

CSD

70.67%

Winner

65.18%

Sharpe Ratio

Winner

CSD

1.84

0.62

5Y Beta

CSD

1.29

Winner

0.29

P/E Ratio

CSD

58.53

N/A

Forward P/E

CSD

22.83

N/A

PEG Ratio

CSD

0.20

N/A

5Y Dividends CAGR

CSD

-23.06%

Winner

5.27%

Debt to Equity

CSD

29.64%

N/A

P/S Ratio

CSD

1.93

N/A

P/B Ratio

CSD

2.54

N/A

CSD vs FT - Historical Returns

Returns include dividend reinvestment.

Period	CSD	FT
1 month	-7.26%	+0.91%
3 months	+9.11%	-0.39%
6 months	+20.97%	+2.19%
1 year	+62.41%	+9.82%
5 years(CAGR)	+17.17%	+6.58%
10 years(CAGR)	+13.43%	+8.09%
Max(CAGR)	+10.11%	+7.29%

CSD

-7.26%

Winner

+0.91%

Winner

CSD

+9.11%

-0.39%

Winner

CSD

+20.97%

+2.19%

Winner

CSD

+62.41%

+9.82%

5Y(CAGR)

Winner

CSD

+17.17%

+6.58%

10Y(CAGR)

Winner

CSD

+13.43%

+8.09%

Max(CAGR)

Winner

CSD

+10.11%

+7.29%

CSD vs FT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSD	FT
2026	+33.79%	+3.47%
2025	+20.31%	+16.44%
2024	+29.21%	+17.47%
2023	+24.33%	+4.51%
2022	-15.12%	-13.44%
2021	+15.54%	+21.55%
2020	+10.77%	+1.47%
2019	+19.30%	+30.84%
2018	-18.73%	-5.40%
2017	+20.00%	+13.25%
2016	+16.46%	+24.94%
2015	-12.04%	-12.94%
2014	+2.45%	+10.27%
2013	+47.95%	+3.10%
2012	+24.81%	+12.59%
2011	+2.66%	+13.70%
2010	+20.13%	+17.58%
2009	+65.62%	+59.78%
2008	-54.42%	-40.85%
2007	+8.83%	+7.05%
2006	-0.56%	+21.52%
2005	N/A	+10.02%
2004	N/A	+10.93%
2003	N/A	+21.38%
2002	N/A	-29.73%
2001	N/A	+16.33%
2000	N/A	+12.12%
1999	N/A	-14.17%

CSD vs FT Drawdown Comparison

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

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The current CSD drawdown is -8.63%. The current FT drawdown is -1.95%.

Rank	CSD	FT
#1	-70.47% Jul 19, 2007 - Dec 11, 2012	-54.80% May 16, 2007 - Mar 9, 2010
#2	-57.54% Sep 21, 2018 - Dec 16, 2020	-40.90% Feb 21, 2020 - May 3, 2021
#3	-31.85% Apr 10, 2015 - Apr 25, 2017	-40.83% Apr 15, 2002 - May 16, 2006
#4	-30.15% Jan 23, 2025 - Aug 27, 2025	-23.17% Dec 28, 2021 - Jul 31, 2024
#5	-29.30% Sep 2, 2021 - Feb 23, 2024	-22.90% Nov 5, 1999 - Jan 3, 2001
#6	-11.34% Feb 26, 2026 - Apr 9, 2026	-22.53% Mar 24, 2015 - May 26, 2016
#7	-10.60% Nov 29, 2013 - Mar 4, 2014	-18.10% Mar 9, 2001 - Nov 28, 2001
#8	-9.73% Mar 7, 2014 - Feb 12, 2015	-13.30% May 20, 2013 - Apr 16, 2014
#9	-9.64% Jun 30, 2026 - Jul 20, 2026	-12.55% Jul 7, 2011 - Oct 21, 2011
#10	-9.58% Jun 8, 2021 - Aug 27, 2021	-12.20% Sep 26, 2012 - Jan 29, 2013
#11	-9.40% Jan 26, 2018 - Sep 20, 2018	-10.78% Dec 6, 2017 - Feb 25, 2019
#12	-9.37% Nov 26, 2024 - Jan 21, 2025	-9.94% Apr 29, 2010 - Jul 20, 2010
#13	-8.79% Jul 31, 2024 - Aug 23, 2024	-9.44% Jul 22, 2016 - Jan 17, 2017
#14	-7.88% Nov 12, 2025 - Dec 3, 2025	-8.76% Mar 3, 2025 - Jun 12, 2025
#15	-7.88% Jan 14, 2021 - Feb 5, 2021	-7.68% Nov 3, 2014 - Jan 16, 2015

Correlation

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

0.94

-101

Dividend Comparison (2000 - 2026)

CSD vs FT dividend yield comparison.

Year	CSD	FT
2026	0.00%	3.17%
2025	0.16%	6.37%
2024	0.17%	6.98%
2023	0.51%	7.67%
2022	0.86%	8.49%
2021	0.73%	6.00%
2020	0.99%	5.13%
2019	1.08%	4.95%
2018	0.99%	6.05%
2017	0.60%	5.36%
2016	1.62%	6.53%
2015	2.61%	8.28%
2014	1.64%	7.24%
2013	0.19%	6.64%
2012	0.26%	5.92%
2011	0.48%	6.82%
2010	0.47%	7.20%
2009	1.83%	7.86%
2008	3.70%	12.16%
2007	0.69%	6.60%
2006	0.00%	6.58%
2005	0.00%	6.82%
2004	0.00%	5.96%
2003	0.00%	6.79%
2002	0.00%	14.57%
2001	0.00%	9.85%
2000	0.00%	4.50%