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CSD
+14.68 · +15.69%
$108.21 · NYSE ARCA

Invesco S&P Spin-Off ETF (CSD) ETF Analysis | Mid-Cap Blend

Invesco · United States
AUM:$120.7M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 38.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is CSD?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is designed to measure the performance of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CSD delivered 38.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 56.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$120.7M
Expense Ratio0.65%
Dividend Yield0.14%
Holdings26
Inception DateDec 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.24
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.0%
1Y
+48.5%
3Y
+128.9%
5Y
+99.0%
OpenBook InsightIf you had invested £10,000 in CSD 5 years ago, it would have grown to £19,897 — a gain of £9,897.

Annual Returns

Calendar year performance

CSD delivered positive returns in 4 of the last 5 calendar years.
YearCSD
2026 YTD+28.7%
2025+20.3%
2024+29.2%
2023+24.3%
2022-15.1%
CAGR 4yr+13.2%
4/5 positive yearsAvg return: +17.5%Worst year: -15.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
19.4%
Low
Momentum
-2.7%
30-day change
Support Level
131.67
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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