CSD vs WAGN
Comparison between INVESCO S&P SPIN-OFF ETF (CSD, ETF) and PABRAI WAGONS ETF (WAGN, ETF).
CSD vs WAGN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CSD
$194M
WAGN
$193M
Expense Ratio
Winner
CSD
0.65%
WAGN
0.90%
Max Drawdown
CSD
70.67%
Winner
WAGN
5.79%
Sharpe Ratio
Winner
CSD
2.29
WAGN
0.62
5Y Beta
CSD
1.27
Winner
WAGN
0.70
P/E Ratio
CSD
63.61
WAGN
N/A
Forward P/E
CSD
22.76
WAGN
N/A
PEG Ratio
CSD
0.22
WAGN
N/A
5Y Dividends CAGR
CSD
-23.06%
WAGN
N/A
Debt to Equity
CSD
20.05%
WAGN
N/A
P/S Ratio
CSD
1.93
WAGN
N/A
P/B Ratio
CSD
2.34
WAGN
N/A
CSD vs WAGN - Holdings Comparison
CSD and WAGN have 1 common holdings. Overlap is -0.54%
CSD's top 25 holdings weight is 100.01%. WAGN's top 25 holdings weight is 99.99%.
| Rank | CSD | WAGN |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 8.78% | WARRIOR MET COAL INC (HCC) - 12.81% |
| #2 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 7.69% | EDELWEISS FINANCIAL SERVICES LTD (n/a) - 8.13% |
| #3 | QNITY ELECTRONICS INC (Q) - 7.52% | TRANSOCEAN LTD (RIG) - 7.77% |
| #4 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 7.24% | GIMAT MAGAZACILIK SANAYI VE TICARET AS (n/a) - 7.09% |
| #5 | VERALTO CORP (VLTO) - 6.84% | TAV HAVALIMANLARI HOLDING AS (n/a) - 5.55% |
| #6 | GE VERNOVA INC (GEV) - 6.25% | REYSAS TASIMACILIK VE LOJISTIK TICARET AS (n/a) - 5.18% |
| #7 | RALLIANT CORP (RAL) - 5.71% | REYSAS GAYRIMENKUL YATIRIM ORTAKLIGI AS (n/a) - 4.95% |
| #8 | SOLVENTUM CORP (SOLV) - 4.66% | ALPHA METALLURGICAL RESOURCES INC (AMR) - 4.86% |
| #9 | CRANE CO (CR) - 4.45% | CONSTELLATION SOFTWARE INC (CNSWF) - 4.61% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 4.38% | NOBLE CORP PLC CLASS A (NE) - 4.46% |
| #11 | LIBERTY LIVE HOLDINGS INC ORDINARY SHARES (LIBERTY LIVE GROUP) SERIES C (LLYVK) - 4.35% | DANAOS CORP (DAC) - 4.45% |
| #12 | EVERUS CONSTRUCTION GROUP INC (ECG) - 3.86% | NUVAMA WEALTH MANAGEMENT LTD (n/a) - 4.38% |
| #13 | KNIFE RIVER CORP (KNF) - 3.71% | VALARIS LTD (VAL) - 4.35% |
| #14 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 3.62% | TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 4.32% |
| #15 | RXO INC (RXO) - 3.17% | KASPI.KZ JSC ADS (KSPI) - 4.30% |
| #16 | MILLROSE PROPERTIES INC CLASS A (MRP) - 3.07% | LUMINE GROUP INC ORDINARY SHARES (SUB VOTING) (n/a) - 4.19% |
| #17 | AMENTUM HOLDINGS INC (AMTM) - 2.57% | TAB GIDA SANAYI VE TICARET AS (n/a) - 3.38% |
| #18 | NCR ATLEOS CORP (NATL) - 2.34% | MONGOLIAN MINING CORP (n/a) - 3.26% |
| #19 | VERSIGENT PLC (VGNT) - 2.29% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.58% |
| #20 | PHINIA INC (PHIN) - 2.13% | SYGNITY SA (n/a) - 0.55% |
| #21 | CURBLINE PROPERTIES CORP (CURB) - 2.01% | INDIAN RUPEE (n/a) - 0.00% |
| #22 | MASTERBRAND INC ORDINARY SHARES (MBC) - 1.22% | US DOLLARS (n/a) - -0.12% |
| #23 | VESTIS CORP (VSTS) - 1.03% | TURKISH LIRA (n/a) - -0.52% |
| #24 | FORTREA HOLDINGS INC (FTRE) - 1.02% | OTHER ASSETS AND LIABILITIES (n/a) - -0.54% |
| #25 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.10% | N/A |
| Total Holdings | 26 | 24 |
CSD vs WAGN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSD
+4.46%
WAGN
+2.42%
3M
Winner
CSD
+29.68%
WAGN
+6.26%
6M
CSD
+41.30%
WAGN
N/A
1Y
CSD
+75.66%
WAGN
N/A
5Y(CAGR)
CSD
+17.15%
WAGN
N/A
10Y(CAGR)
CSD
+14.59%
WAGN
N/A
Max(CAGR)
CSD
+10.42%
Winner
WAGN
+14.99%
CSD vs WAGN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CSD | WAGN |
|---|---|---|
| 2026 | +39.71% | +4.82% |
| 2025 | +20.31% | N/A |
| 2024 | +29.21% | N/A |
| 2023 | +24.33% | N/A |
| 2022 | -15.12% | N/A |
| 2021 | +15.54% | N/A |
| 2020 | +10.77% | N/A |
| 2019 | +19.30% | N/A |
| 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 WAGN Drawdown Comparison
The maximum drawdown for CSD was -70.47%, occurring on Nov 20, 2008. Recovery took 1360 trading sessions.
The maximum drawdown for WAGN was -5.79%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The current WAGN drawdown is -4.15%.
| Rank | CSD | WAGN |
|---|---|---|
| #1 | -70.47% Jul 19, 2007 - Dec 11, 2012 | -5.79% Feb 13, 2026 - Apr 13, 2026 |
| #2 | -57.54% Sep 21, 2018 - Dec 16, 2020 | -5.19% Apr 22, 2026 - Jun 1, 2026 |
| #3 | -31.85% Apr 10, 2015 - Apr 25, 2017 | -5.17% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -30.15% Jan 23, 2025 - Aug 27, 2025 | -0.26% Feb 11, 2026 - Feb 13, 2026 |
| #5 | -29.30% Sep 2, 2021 - Feb 23, 2024 | -0.20% Apr 15, 2026 - Apr 17, 2026 |
| #6 | -11.34% Feb 26, 2026 - Apr 9, 2026 | -0.15% Feb 9, 2026 - Feb 11, 2026 |
| #7 | -10.60% Nov 29, 2013 - Mar 4, 2014 | -0.13% Apr 13, 2026 - Apr 15, 2026 |
| #8 | -9.73% Mar 7, 2014 - Feb 12, 2015 | N/A |
| #9 | -9.58% Jun 8, 2021 - Aug 27, 2021 | N/A |
| #10 | -9.40% Jan 26, 2018 - Sep 20, 2018 | N/A |
| #11 | -9.37% Nov 26, 2024 - Jan 21, 2025 | N/A |
| #12 | -8.79% Jul 31, 2024 - Aug 23, 2024 | N/A |
| #13 | -7.88% Nov 12, 2025 - Dec 3, 2025 | N/A |
| #14 | -7.88% Jan 14, 2021 - Feb 5, 2021 | N/A |
| #15 | -6.78% Mar 15, 2021 - May 7, 2021 | N/A |
Correlation
Correlation between CSD and WAGN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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