Screener
CVY vs GTO
Invesco Zacks Multi-Asset Income ETF vs Invesco Total Return Bond ETF
Key differences
- GTO costs 0.86% less per year.
- GTO is significantly larger than CVY — larger funds tend to be more liquid and less likely to close.
- CVY is classified as mixed asset, while GTO is fixed income — different risk/return profiles.
- CVY covers global markets; GTO covers north america.
- Over the last 3 years, CVY has delivered higher annualized returns.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVY | GTO | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.35% |
| Fund size (AUM) | $119M | $2.3B |
| Since | 2006 | 2016 |
| Dividend yield | 3.74% | 4.75% |
| Asset class | mixed asset | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.4% | +6.9% |
| CAGR 3Y | +16.2% | +4.7% |
| CAGR 5Y | +7.2% | +0.1% |
| Sharpe 3Y | 0.88 | 0.23 |
| Volatility 1Y | 11.04% | 3.47% |
| Max drawdown | -50.47% | -20.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CVY and GTO
Explore further