Screener
SMIZ vs CVY
Zacks Small/Mid Cap ETF vs Invesco Zacks Multi-Asset Income ETF
Key differences
- SMIZ costs 0.66% less per year.
- SMIZ is classified as equity, while CVY is mixed asset — different risk/return profiles.
- SMIZ covers north america markets; CVY covers global.
- CVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | CVY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 1.21% |
| Fund size (AUM) | $258M | $120M |
| Since | 2023 | 2006 |
| Dividend yield | 0.54% | 3.72% |
| Asset class | equity | mixed asset |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.0% | +18.7% |
| CAGR 3Y | N/A | +16.9% |
| CAGR 5Y | N/A | +7.3% |
| Sharpe 3Y | N/A | 0.92 |
| Volatility 1Y | 17.00% | 11.02% |
| Max drawdown | -25.04% | -50.47% |
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