Compare · 2 funds side by side · dividends reinvested

CVY and SPY

CVYInvesco×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,923 · 2022SPY$17,099CVY$14,419Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two
02 / 04

CVY and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Invesco Zacks Multi-Asset Income ETFIncome · Dividend stocks1.15%4.06%+10.2%+14.1%+15.2%+7.6%−7.4%10.6%$120M1.4
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: CVY 2006 · SPY 1993
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Head to Head

5Y
Invesco Zacks Multi-Asset Income ETF · $120M$14,419
CVY
SPY
State Street SPDR S&P 500 ETF · $819B$17,099

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

CVYMeasureSPY
+10.2%Year to dateJan 1 → Nov 5+8.3%
+14.1%1 yearTotal return+9.7%
+15.2%3 years · per year$10,000 became $15,288 · $18,174+22.0%
+7.6%5 years · per year$10,000 became $14,419 · $17,099+11.3%
1.15%Expense ratio$115 · $9 a year on $10k · lower is better0.09%
4.06%Trailing 12-mo yield$406 · $103 a year on $10k1.03%
−7.4%Worst dropSmaller is better−8.9%
10.6%VolatilityLower is calmer13.6%
CVYSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3CVY wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

CVY vs SPY: Top 5 Holdings

Today
CVY
5.9%in top 5
SPY
in top 527.7%
CVYStockSPY
not top 5AAPL7.7%
not top 5NVDA7.3%
not top 5MSFT6.2%
not top 5AMZN3.9%
not top 5GOOGL2.6%
1.2%HSTnot top 5
1.2%MMSnot top 5
1.2%STNGnot top 5
1.2%CNXCnot top 5
1.2%EGnot top 5
Held in common2.0%
End-of-day Nov 5, 2026 · share of each fund
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CVY vs SPY Returns, Every Period

5Y
InvescoCVY
+7.6%
5 years, per year
SPYSPDR
+11.3%
5 years, per year
0%+10%+20%+30%+10.2%+8.3%YTD+14.1%+9.7%1 year+15.2%+22.0%3 yrs · yr+7.6%+11.3%5 yrs · yr
CVYSPYFaded: behind in that period
2–2Level
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Core: CVY vs SPY

YTD
InvescoCVY
+10.2%
SPYSPDR
+8.3%
Jan 1Nov 5+10.2%+8.3%
+10.2%Year to date+8.3%
−7.4%Worst drop · 1Y−8.9%
10.6%Volatility · 1Y13.6%
4.1%Yield1.0%
$120MAssets$819B
4–0CVY wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: CVY, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
CVY1.15%$115
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: CVY, SPY

1Y
4.06%highest, CVY
FundTrailing yieldYield$10k
CVY4.06%$406
SPY1.03%$103
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$291most kept, CVY
CVY$406 − $115 = $291
SPY$103 − $9 = $94
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: CVY, SPY

Today
2.0%most shared, CVY and SPY
CVYSPY
CVY—2.0%
SPY2.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+14.1%CVY, at 10.6% volatility
0%+5%+10%+15%+20%5%10%15%Volatility · 1 year → bumpierCVY +14.1%SPY +9.7%
CVYWorst drop−7.4%10.6% vol
SPYWorst drop−8.9%13.6% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
CVYSPY
Jan 1Nov 5+10.2%+8.3%
+10.2%Year to date+8.3%
4.1%Yield1.0%
+14.1%Past year+9.7%
1.15%Fee0.09%
3–1CVY wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com