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Upturn AI SWOT - About
Invesco S&P Spin-Off ETF (CSD)
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Upturn Advisory Summary
10/10/2025: CSD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.13% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 63.06 - 93.45 | Updated Date 06/30/2025 |
52 Weeks Range 63.06 - 93.45 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P Spin-Off ETF
ETF Overview
Overview
The Invesco S&P Spin-Off ETF (CSD) seeks to track the investment results of the S&P U.S. Spin-Off Index, which is designed to track the performance of U.S. companies that have been spun off from their parent companies. The ETF primarily invests in equities and aims for capital appreciation through exposure to spin-off companies.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of offering various investment products, including ETFs.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts responsible for managing its ETFs, leveraging their expertise in index tracking and investment strategy.
Investment Objective
Goal
To track the investment results of the S&P U.S. Spin-Off Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P U.S. Spin-Off Index).
Composition Primarily composed of stocks of U.S. companies that have been spun off from parent companies.
Market Position
Market Share: Relatively smaller compared to broad market ETFs; market share within the spin-off niche can fluctuate.
Total Net Assets (AUM): 67710000
Competitors
Key Competitors
- Guggenheim S&P Spin-Off ETF (CSD)
- First Trust RBA American Industrial Renaissance ETF (AIRR)
Competitive Landscape
The competitive landscape is limited as only few ETFs target spin-off companies. CSD offers focused exposure to spin-offs, potentially outperforming during spin-off cycles but underperforming in broader market rallies. Advantages of CSD includes focused exposure and simplicity of index tracking. Disadvantages include niche focus and potential underperformance compared to broader diversified ETFs during non spin-off market upswings.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions and the performance of spin-off companies.
Benchmark Comparison: Performance is compared to the S&P U.S. Spin-Off Index to assess tracking accuracy.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good marketability, but may widen during periods of high volatility.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and specific factors affecting spin-off companies (e.g., restructuring, strategic refocusing) all influence CSD's market behavior.
Growth Trajectory
Growth trends depend on spin-off activity in the market; changes to strategy and holdings occur as the index is rebalanced.
Moat and Competitive Advantages
Competitive Edge
CSD's advantage lies in its focused exposure to spin-off companies, potentially leading to high growth. It offers a unique niche market access within the ETF space by tracking S&P U.S. Spin-Off Index. It is designed to benefit from corporate restructuring and strategic decisions. The ETF's passively managed nature ensures low costs, making it appealing to cost-conscious investors.
Risk Analysis
Volatility
Volatility can be higher than broad market ETFs due to the concentrated nature of the spin-off universe.
Market Risk
Underlying assets are subject to market risk, and performance is tied to the success of spin-off companies and their industries.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to spin-off companies as a specific investment strategy or those believing in the potential for value creation through corporate restructuring.
Market Risk
Suitable for investors with a higher risk tolerance who understand the potential benefits and risks associated with spin-off investments. May be best for strategic allocation within a diversified portfolio.
Summary
The Invesco S&P Spin-Off ETF (CSD) aims to replicate the S&P U.S. Spin-Off Index, providing exposure to companies recently spun off from their parent companies. This offers a specific investment strategy targeting potential value creation through corporate restructuring. It's suitable for investors seeking niche market exposure and who understand the inherent risks of concentrated portfolios. CSD is known for its focus and reasonable expense ratio, but investors should consider market volatility and economic sensitivity before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's official website
- ETFdb.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P Spin-Off ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.S. companies that have been spun off from a parent company within the past four years. The fund is non-diversified.
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