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CVY vs SHYM

Invesco Zacks Multi-Asset Income ETF vs BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

CVY

Invesco Zacks Multi-Asset Income ETF

Invesco

Annual cost

1.21%

Fund size

$119M

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

  • CVY is classified as mixed asset, while SHYM is fixed income — different risk/return profiles.
  • CVY covers global markets; SHYM covers north america.
  • CVY follows a active selection strategy; SHYM uses index tracking.
  • Over the last 3 years, CVY has delivered higher annualized returns.

Side-by-side comparison

CVYSHYM
Annual cost (TER)1.21%
Fund size (AUM)$119M
Since2006
Dividend yield3.74%
Asset classmixed assetfixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.4%+4.4%
CAGR 3Y+16.2%+5.7%
CAGR 5Y+7.2%+1.2%
Sharpe 3Y0.880.34
Volatility 1Y11.04%3.14%
Max drawdown-50.47%-22.55%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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