Screener
CVY vs RFV
Invesco Zacks Multi-Asset Income ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
- RFV costs 0.86% less per year.
- CVY is classified as mixed asset, while RFV is equity — different risk/return profiles.
- CVY covers global markets; RFV covers north america.
- CVY follows a active selection strategy; RFV uses index tracking.
Side-by-side comparison
| CVY | RFV | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.35% |
| Fund size (AUM) | $120M | $318M |
| Since | 2006 | 2006 |
| Dividend yield | 3.72% | 1.88% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +24.6% |
| CAGR 3Y | +16.9% | +17.8% |
| CAGR 5Y | +7.3% | +9.7% |
| Sharpe 3Y | 0.92 | 0.72 |
| Volatility 1Y | 11.02% | 18.07% |
| Max drawdown | -50.47% | -52.24% |
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