FEBW vs CSD

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF (FEBW, ETF) and INVESCO S&P SPIN-OFF ETF (CSD, ETF).

FEBW vs CSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEBW(ETF)	CSD(ETF)
Net Assets	$195M	$194M
Expense Ratio	0.74%	0.65%
Max Drawdown	8.82%	70.67%
Sharpe Ratio	1.69	2.29
5Y Beta	0.37	1.27
P/E Ratio	N/A	63.61
Forward P/E	N/A	22.76
PEG Ratio	N/A	0.22
5Y Dividends CAGR	N/A	-23.06%
Debt to Equity	N/A	20.05%
P/S Ratio	N/A	1.93
P/B Ratio	N/A	2.34

Net Assets

Winner

FEBW

$195M

CSD

$194M

Expense Ratio

FEBW

0.74%

Winner

CSD

0.65%

Max Drawdown

Winner

FEBW

8.82%

CSD

70.67%

Sharpe Ratio

FEBW

1.69

Winner

CSD

2.29

5Y Beta

Winner

FEBW

0.37

CSD

1.27

P/E Ratio

FEBW

N/A

CSD

63.61

Forward P/E

FEBW

N/A

CSD

22.76

PEG Ratio

FEBW

N/A

CSD

0.22

5Y Dividends CAGR

FEBW

N/A

CSD

-23.06%

Debt to Equity

FEBW

N/A

CSD

20.05%

P/S Ratio

FEBW

N/A

CSD

1.93

P/B Ratio

FEBW

N/A

CSD

2.34

FEBW vs CSD - Historical Returns

Returns include dividend reinvestment.

Period	FEBW	CSD
1 month	+0.44%	+4.46%
3 months	+4.89%	+29.68%
6 months	+4.89%	+41.30%
1 year	+12.30%	+75.66%
5 years(CAGR)	N/A	+17.15%
10 years(CAGR)	N/A	+14.59%
Max(CAGR)	+10.71%	+10.42%

FEBW

+0.44%

Winner

CSD

+4.46%

FEBW

+4.89%

Winner

CSD

+29.68%

FEBW

+4.89%

Winner

CSD

+41.30%

FEBW

+12.30%

Winner

CSD

+75.66%

5Y(CAGR)

FEBW

N/A

CSD

+17.15%

10Y(CAGR)

FEBW

N/A

CSD

+14.59%

Max(CAGR)

Winner

FEBW

+10.71%

CSD

+10.42%

FEBW vs CSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FEBW	CSD
2026	+4.12%	+39.71%
2025	+9.47%	+20.31%
2024	+11.35%	+29.21%
2023	+10.63%	+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%

FEBW vs CSD Drawdown Comparison

The maximum drawdown for FEBW was -8.82%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

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

The current FEBW drawdown is -0.52%.

Rank	FEBW	CSD
#1	-8.82% Feb 19, 2025 - Jun 12, 2025	-70.47% Jul 19, 2007 - Dec 11, 2012
#2	-4.63% Sep 14, 2023 - Nov 14, 2023	-57.54% Sep 21, 2018 - Dec 16, 2020
#3	-4.00% Feb 26, 2026 - Apr 14, 2026	-31.85% Apr 10, 2015 - Apr 25, 2017
#4	-3.50% Feb 2, 2023 - Apr 6, 2023	-30.15% Jan 23, 2025 - Aug 27, 2025
#5	-2.86% Jul 16, 2024 - Aug 15, 2024	-29.30% Sep 2, 2021 - Feb 23, 2024
#6	-1.93% Mar 28, 2024 - May 6, 2024	-11.34% Feb 26, 2026 - Apr 9, 2026
#7	-1.71% Aug 1, 2023 - Sep 1, 2023	-10.60% Nov 29, 2013 - Mar 4, 2014
#8	-1.50% Oct 28, 2025 - Nov 26, 2025	-9.73% Mar 7, 2014 - Feb 12, 2015
#9	-1.28% Apr 28, 2023 - May 18, 2023	-9.58% Jun 8, 2021 - Aug 27, 2021
#10	-1.22% Jun 4, 2026 - Jun 10, 2026	-9.40% Jan 26, 2018 - Sep 20, 2018
#11	-1.16% Aug 30, 2024 - Sep 13, 2024	-9.37% Nov 26, 2024 - Jan 21, 2025
#12	-1.05% Feb 2, 2026 - Feb 26, 2026	-8.79% Jul 31, 2024 - Aug 23, 2024
#13	-1.01% Jul 28, 2025 - Aug 8, 2025	-7.88% Nov 12, 2025 - Dec 3, 2025
#14	-1.00% Apr 24, 2023 - Apr 28, 2023	-7.88% Jan 14, 2021 - Feb 5, 2021
#15	-0.87% Oct 8, 2025 - Oct 20, 2025	-6.78% Mar 15, 2021 - May 7, 2021

Correlation

Correlation between FEBW and CSD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2025)

FEBW vs CSD dividend yield comparison.

Year	FEBW	CSD
2025	0.00%	0.16%
2024	0.14%	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%