Screener
CVY vs INKM
Invesco Zacks Multi-Asset Income ETF vs State Street Income Allocation ETF
Key differences
- INKM costs 0.71% less per year.
- 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 | INKM | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.50% |
| Fund size (AUM) | $119M | $76M |
| Since | 2006 | 2012 |
| Dividend yield | 3.74% | 4.88% |
| Asset class | mixed asset | mixed asset |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.4% | +14.4% |
| CAGR 3Y | +16.0% | +10.2% |
| CAGR 5Y | +7.5% | +4.3% |
| Sharpe 3Y | 0.87 | 0.86 |
| Volatility 1Y | 11.06% | 5.98% |
| Max drawdown | -50.47% | -28.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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