Compare · 3 funds side by side · dividends reinvested

CVY, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

CVY, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Zacks Multi-Asset Income ETFIncome · Dividend stocks1.15%4.08%+9.9%+13.5%+14.7%+7.7%−7.4%10.6%$117M1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CVY 2006 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Multi-Asset Income ETF · $117M$14,505

CVY

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

CVYMeasureIVV

+9.9%Year to dateJan 1 → Nov 6+8.7%

+13.5%1 yearTotal return+9.8%

+14.7%3 years · per year$10,000 became $15,079 · $18,084+21.8%

+7.7%5 years · per year$10,000 became $14,505 · $17,177+11.4%

1.15%Expense ratio$115 · $3 a year on $10k · lower is better0.03%

4.08%Trailing 12-mo yield$408 · $114 a year on $10k1.14%

−7.4%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

CVYIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3CVY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CVY vs IVV: Top 5 Holdings

Today

CVY

5.9%in top 5

IVV

in top 527.8%

CVYStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.2%MMSnot top 5

1.2%CNXCnot top 5

1.2%EGnot top 5

1.2%HSTnot top 5

1.2%RPRXnot top 5

Held in common2.0%

End-of-day Nov 6, 2026 · share of each fund

CVY vs IVV Returns, Every Period

InvescoCVY

+7.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

CVYIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: CVY vs IVV

YTD

InvescoCVY

+9.9%

IVViShares

+8.7%

+9.9%Year to date+8.7%

−7.4%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

4.1%Yield1.1%

$117MAssets$853B

4–0CVY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVY, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

CVY1.15%$115

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CVY, IVV, VOO

4.08%highest, CVY

FundTrailing yieldYield$10k

CVY4.08%$408

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$293most kept, CVY

CVY$408 − $115 = $293

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CVY, IVV, VOO

Today

92.2%most shared, IVV and VOO

CVYIVVVOO

CVY—2.0%1.8%

IVV2.0%—92.2%

VOO1.8%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%CVY, at 10.6% volatility

CVYWorst drop−7.4%10.6% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CVYIVV

+9.9%Year to date+8.7%

4.1%Yield1.1%

+13.5%Past year+9.8%

1.15%Fee0.03%

3–1CVY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026