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CSD vs JPXN

Comparison between INVESCO S&P SPIN-OFF ETF (CSD, ETF) and ISHARES JPX-NIKKEI 400 ETF (JPXN, ETF).

5-Year PerformanceCSD has outperformed JPXN, delivering a return of +15.9% compared to +8.0%

CSD vs JPXN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CSD
$145M
Winner
JPXN
$145M
Expense Ratio
CSD
0.65%
Winner
JPXN
0.48%
Max Drawdown
CSD
70.67%
Winner
JPXN
56.49%
Sharpe Ratio
Winner
CSD
2.16
JPXN
1.14
5Y Beta
CSD
1.27
Winner
JPXN
0.81
P/E Ratio
CSD
64.49
JPXN
N/A
Forward P/E
CSD
22.96
JPXN
N/A
PEG Ratio
CSD
0.22
JPXN
N/A
5Y Dividends CAGR
CSD
-23.06%
Winner
JPXN
17.12%
Debt to Equity
CSD
19.15%
JPXN
N/A
P/S Ratio
CSD
1.99
JPXN
N/A
P/B Ratio
CSD
2.37
JPXN
N/A

CSD vs JPXN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSD
+2.84%
JPXN
+0.90%
3M
Winner
CSD
+17.40%
JPXN
+4.27%
6M
Winner
CSD
+35.22%
JPXN
+12.32%
1Y
Winner
CSD
+69.23%
JPXN
+27.77%
5Y(CAGR)
Winner
CSD
+15.93%
JPXN
+8.02%
10Y(CAGR)
Winner
CSD
+13.78%
JPXN
+8.70%
Max(CAGR)
Winner
CSD
+10.16%
JPXN
+5.29%

CSD vs JPXN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearCSDJPXN
2026+33.22%+11.29%
2025+20.31%+26.24%
2024+29.21%+7.51%
2023+24.33%+19.38%
2022-15.12%-16.26%
2021+15.54%+1.29%
2020+10.77%+13.93%
2019+19.30%+18.54%
2018-18.73%-15.31%
2017+20.00%+24.39%
2016+16.46%+4.90%
2015-12.04%+10.41%
2014+2.45%-5.18%
2013+47.95%+21.40%
2012+24.81%+9.44%
2011+2.66%-17.23%
2010+20.13%+11.09%
2009+65.62%+2.75%
2008-54.42%-27.57%
2007+8.83%-6.43%
2006-0.56%+5.08%
2005N/A+24.52%
2004N/A+11.06%
2003N/A+35.19%
2002N/A-9.93%
2001N/A-10.01%

CSD vs JPXN Drawdown Comparison

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

The maximum drawdown for JPXN was -55.53%, occurring on Mar 9, 2009. Recovery took 2783 trading sessions.

The current CSD drawdown is -2.54%. The current JPXN drawdown is -4.04%.

RankCSDJPXN
#1-70.47%
Jul 19, 2007 - Dec 11, 2012
-55.53%
May 9, 2006 - May 30, 2017
#2-57.54%
Sep 21, 2018 - Dec 16, 2020
-33.49%
May 24, 2002 - Oct 3, 2003
#3-31.85%
Apr 10, 2015 - Apr 25, 2017
-33.20%
Sep 15, 2021 - Mar 6, 2024
#4-30.15%
Jan 23, 2025 - Aug 27, 2025
-31.62%
Jan 26, 2018 - Nov 9, 2020
#5-29.30%
Sep 2, 2021 - Feb 23, 2024
-19.95%
Oct 26, 2001 - Mar 7, 2002
#6-11.34%
Feb 26, 2026 - Apr 9, 2026
-19.35%
Apr 5, 2004 - Sep 1, 2005
#7-10.60%
Nov 29, 2013 - Mar 4, 2014
-13.95%
Sep 26, 2024 - May 5, 2025
#8-9.73%
Mar 7, 2014 - Feb 12, 2015
-13.11%
Feb 11, 2026 - Mar 20, 2026
#9-9.58%
Jun 8, 2021 - Aug 27, 2021
-11.60%
Jul 16, 2024 - Aug 23, 2024
#10-9.40%
Jan 26, 2018 - Sep 20, 2018
-10.81%
Oct 21, 2003 - Jan 2, 2004
#11-9.37%
Nov 26, 2024 - Jan 21, 2025
-9.79%
Mar 11, 2002 - May 17, 2002
#12-8.79%
Jul 31, 2024 - Aug 23, 2024
-8.85%
Feb 17, 2021 - Sep 3, 2021
#13-7.88%
Nov 12, 2025 - Dec 3, 2025
-7.46%
Jan 9, 2006 - Mar 20, 2006
#14-7.88%
Jan 14, 2021 - Feb 5, 2021
-6.96%
Mar 21, 2024 - Jul 10, 2024
#15-6.78%
Mar 15, 2021 - May 7, 2021
-6.89%
Sep 29, 2005 - Nov 7, 2005

Correlation

Correlation between CSD and JPXN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2002 - 2025)

CSD vs JPXN dividend yield comparison.

YearCSDJPXN
20250.16%3.14%
20240.17%2.29%
20230.51%2.57%
20220.86%1.47%
20210.73%2.63%
20200.99%1.27%
20191.08%1.92%
20180.99%1.60%
20170.60%1.50%
20161.62%2.07%
20152.61%1.32%
20141.64%1.42%
20130.19%1.18%
20120.26%2.04%
20110.48%2.45%
20100.47%1.50%
20091.83%1.26%
20083.70%1.47%
20070.69%0.51%
20060.00%0.30%
20050.00%0.16%
20040.00%0.18%
20030.00%0.25%
20020.00%0.56%

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