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VRAI vs CVY

Virtus Real Asset Income ETF vs Invesco Zacks Multi-Asset Income ETF

VRAI

Virtus Real Asset Income ETF

Virtus

Annual cost

0.55%

Fund size

$18M

CVY

Invesco Zacks Multi-Asset Income ETF

Invesco

Annual cost

1.21%

Fund size

$119M

Key differences

  • VRAI costs 0.66% less per year.
  • CVY is significantly larger than VRAI — larger funds tend to be more liquid and less likely to close.
  • VRAI is classified as equity, while CVY is mixed asset — different risk/return profiles.
  • VRAI covers north america markets; CVY covers global.
  • VRAI follows a index tracking strategy; CVY uses active selection.
  • 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

VRAICVY
Annual cost (TER)0.55%1.21%
Fund size (AUM)$18M$119M
Since20192006
Dividend yield3.19%3.74%
Asset classequitymixed asset
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+29.3%+20.4%
CAGR 3Y+11.9%+16.0%
CAGR 5Y+6.0%+7.5%
Sharpe 3Y0.590.87
Volatility 1Y11.93%11.06%
Max drawdown-47.51%-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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