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CSD vs EQWL

Invesco S&P Spin-Off ETF vs Invesco S&P 100 Equal Weight ETF

CSD

Invesco S&P Spin-Off ETF

Invesco

Annual cost

0.65%

Fund size

$145M

EQWL

Invesco S&P 100 Equal Weight ETF

Invesco

Annual cost

0.25%

Fund size

$2.5B

Key differences

  • EQWL costs 0.40% less per year.
  • EQWL is significantly larger than CSD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CSD has delivered higher annualized returns.

Side-by-side comparison

CSDEQWL
Annual cost (TER)0.65%0.25%
Fund size (AUM)$145M$2.5B
Since20062006
Dividend yield0.12%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+75.4%+24.7%
CAGR 3Y+36.3%+20.2%
CAGR 5Y+17.2%+12.3%
Sharpe 3Y1.281.21
Volatility 1Y23.98%10.50%
Max drawdown-57.55%-34.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CSD and EQWL