Screener
IYLD vs CVY
iShares Morningstar Multi-Asset Income ETF vs Invesco Zacks Multi-Asset Income ETF
Key differences
- IYLD costs 0.71% less per year.
- 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
| IYLD | CVY | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.21% |
| Fund size (AUM) | $129M | $119M |
| Since | 2012 | 2006 |
| Dividend yield | 4.55% | 3.74% |
| Asset class | mixed asset | mixed asset |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.3% | +20.4% |
| CAGR 3Y | +10.9% | +16.2% |
| CAGR 5Y | +3.6% | +7.2% |
| Sharpe 3Y | 1.10 | 0.88 |
| Volatility 1Y | 5.76% | 11.04% |
| Max drawdown | -30.23% | -50.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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