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CVY vs FTBI
Invesco Zacks Multi-Asset Income ETF vs First Trust Balanced Income ETF
Key differences
- FTBI costs 0.24% less per year.
- CVY is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- CVY covers global markets; FTBI covers north america.
- CVY follows a active selection strategy; FTBI uses index tracking.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVY | FTBI | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.97% |
| Fund size (AUM) | $119M | $20M |
| Since | 2006 | 2025 |
| Dividend yield | 3.74% | — |
| Asset class | mixed asset | mixed asset |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.4% | N/A |
| CAGR 3Y | +16.0% | N/A |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 11.06% | — |
| Max drawdown | -50.47% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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