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CSD vs XLG

Invesco S&P Spin-Off ETF vs Invesco S&P 500 Top 50 ETF

CSD

Invesco S&P Spin-Off ETF

Invesco

Annual cost

0.65%

Fund size

$145M

XLG

Invesco S&P 500 Top 50 ETF

Invesco

Annual cost

0.20%

Fund size

$10.7B

Key differences

  • XLG costs 0.45% less per year.
  • XLG 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

CSDXLG
Annual cost (TER)0.65%0.20%
Fund size (AUM)$145M$10.7B
Since20062005
Dividend yield0.12%0.63%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+75.4%+33.2%
CAGR 3Y+36.3%+26.0%
CAGR 5Y+17.2%+16.8%
Sharpe 3Y1.281.25
Volatility 1Y23.98%13.46%
Max drawdown-57.55%-30.46%

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

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