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