Screener
CVY vs EFAA
Invesco Zacks Multi-Asset Income ETF vs Invesco MSCI EAFE Income Advantage ETF
Key differences
- EFAA costs 0.82% less per year.
- EFAA is significantly larger than CVY — larger funds tend to be more liquid and less likely to close.
- CVY is classified as mixed asset, while EFAA is alternative — different risk/return profiles.
- CVY follows a active selection strategy; EFAA uses option income.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVY | EFAA | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.39% |
| Fund size (AUM) | $120M | $505M |
| Since | 2006 | 2024 |
| Dividend yield | 3.72% | 8.11% |
| Asset class | mixed asset | alternative |
| Region | global | — |
| Strategy | active selection | option income |
| CAGR 1Y | +18.7% | +16.3% |
| CAGR 3Y | +16.9% | N/A |
| CAGR 5Y | +7.3% | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 11.02% | 12.12% |
| Max drawdown | -50.47% | -11.97% |
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