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CVY vs FCEF

Invesco Zacks Multi-Asset Income ETF vs First Trust Income Opportunity ETF

CVY

Invesco Zacks Multi-Asset Income ETF

Invesco

Annual cost

1.21%

Fund size

$119M

FCEF

First Trust Income Opportunity ETF

First Trust

Annual cost

3.69%

Fund size

$75M

Key differences

  • CVY costs 2.48% less per year.
  • CVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CVYFCEF
Annual cost (TER)1.21%3.69%
Fund size (AUM)$119M$75M
Since20062016
Dividend yield3.74%6.24%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+20.4%+19.6%
CAGR 3Y+16.0%+16.4%
CAGR 5Y+7.5%+6.8%
Sharpe 3Y0.871.22
Volatility 1Y11.06%7.86%
Max drawdown-50.47%-44.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CVY and FCEF