Screener
AMAX vs CVY
Adaptive Hedged Multi-Asset Income ETF vs Invesco Zacks Multi-Asset Income ETF
Key differences
- CVY costs 0.15% less per year.
- AMAX is classified as alternative, while CVY is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; CVY uses active selection.
- Over the last 3 years, CVY has delivered higher annualized returns.
Side-by-side comparison
| AMAX | CVY | |
|---|---|---|
| Annual cost (TER) | 1.36% | 1.21% |
| Fund size (AUM) | $60M | $119M |
| Since | 2009 | 2006 |
| Dividend yield | 10.63% | 3.74% |
| Asset class | alternative | mixed asset |
| Region | — | global |
| Strategy | option income | active selection |
| CAGR 1Y | +11.8% | +20.4% |
| CAGR 3Y | +9.4% | +16.2% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 0.59 | 0.88 |
| Volatility 1Y | 9.98% | 11.04% |
| Max drawdown | -16.25% | -50.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AMAX and CVY
Explore further