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