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CVY vs PBUS
Invesco Zacks Multi-Asset Income ETF vs Invesco MSCI USA ETF
Key differences
- PBUS costs 1.17% less per year.
- PBUS is significantly larger than CVY — larger funds tend to be more liquid and less likely to close.
- CVY is classified as mixed asset, while PBUS is equity — different risk/return profiles.
- CVY covers global markets; PBUS covers north america.
- CVY follows a active selection strategy; PBUS uses index tracking.
- Over the last 3 years, PBUS has delivered higher annualized returns.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CVY | PBUS | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.04% |
| Fund size (AUM) | $120M | $11.4B |
| Since | 2006 | 2017 |
| Dividend yield | 3.72% | 0.98% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +24.6% |
| CAGR 3Y | +16.9% | +22.6% |
| CAGR 5Y | +7.3% | +13.1% |
| Sharpe 3Y | 0.92 | 1.19 |
| Volatility 1Y | 11.02% | 12.39% |
| Max drawdown | -50.47% | -33.15% |
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