Screener
CVY vs YLD
Invesco Zacks Multi-Asset Income ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.82% less per year.
- YLD is significantly larger than CVY — larger funds tend to be more liquid and less likely to close.
- CVY is classified as mixed asset, while YLD is alternative — different risk/return profiles.
- CVY follows a active selection strategy; YLD uses multi strategy.
- 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 | YLD | |
|---|---|---|
| Annual cost (TER) | 1.21% | 0.39% |
| Fund size (AUM) | $119M | $524M |
| Since | 2006 | 2015 |
| Dividend yield | 3.74% | 7.31% |
| Asset class | mixed asset | alternative |
| Region | global | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +20.4% | +8.3% |
| CAGR 3Y | +16.2% | +8.9% |
| CAGR 5Y | +7.2% | +5.0% |
| Sharpe 3Y | 0.88 | 0.90 |
| Volatility 1Y | 11.04% | 4.32% |
| Max drawdown | -50.47% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CVY and YLD
Explore further