Screener
CVY vs CZA
Invesco Zacks Multi-Asset Income ETF vs Invesco Zacks Mid-Cap ETF
Key differences
- CZA costs 0.52% less per year.
- CVY is classified as mixed asset, while CZA is equity — different risk/return profiles.
- CVY covers global markets; CZA covers north america.
- CVY follows a active selection strategy; CZA uses index tracking.
- Over the last 3 years, CVY has delivered higher annualized returns.
Side-by-side comparison
| CVY | CZA | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.69% |
| Fund size (AUM) | $120M | $184M |
| Since | 2006 | 2007 |
| Dividend yield | 3.72% | 1.47% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.6% | +14.6% |
| CAGR 3Y | +16.8% | +14.2% |
| CAGR 5Y | +7.4% | +6.9% |
| Sharpe 3Y | 0.91 | 0.73 |
| Volatility 1Y | 11.02% | 12.79% |
| Max drawdown | -50.47% | -46.18% |
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