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CVY vs GROZ

Invesco Zacks Multi-Asset Income ETF vs Zacks Focus Growth ETF

CVY

Invesco Zacks Multi-Asset Income ETF

Annual cost

1.21%

Fund size

$120M

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

Key differences

  • GROZ costs 0.66% less per year.
  • CVY is classified as mixed asset, while GROZ is equity — different risk/return profiles.
  • CVY covers global markets; GROZ covers north america.
  • CVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CVYGROZ
Annual cost (TER)1.21%0.55%
Fund size (AUM)$120M$90M
Since20062024
Dividend yield3.72%0.04%
Asset classmixed assetequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+18.7%+24.8%
CAGR 3Y+16.9%N/A
CAGR 5Y+7.3%N/A
Sharpe 3Y0.92N/A
Volatility 1Y11.02%15.54%
Max drawdown-50.47%-23.33%

Similar to CVY and GROZ