Screener
CVY vs RWK
Invesco Zacks Multi-Asset Income ETF vs Invesco S&P MidCap 400 Revenue ETF
Key differences
- RWK costs 0.82% less per year.
- RWK is significantly larger than CVY — larger funds tend to be more liquid and less likely to close.
- CVY is classified as mixed asset, while RWK is equity — different risk/return profiles.
- CVY covers global markets; RWK covers north america.
- CVY follows a active selection strategy; RWK uses index tracking.
- Over the last 3 years, RWK has delivered higher annualized returns.
Side-by-side comparison
| CVY | RWK | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.39% |
| Fund size (AUM) | $120M | $1.2B |
| Since | 2006 | 2008 |
| Dividend yield | 3.72% | 1.14% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.7% | +27.3% |
| CAGR 3Y | +16.9% | +19.3% |
| CAGR 5Y | +7.3% | +10.5% |
| Sharpe 3Y | 0.92 | 0.84 |
| Volatility 1Y | 11.02% | 16.68% |
| Max drawdown | -50.47% | -46.20% |
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