Compare · 2 funds side by side · dividends reinvested

CVY and VYM

CVYInvesco×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,305VYM · best of the two

02 / 04

CVY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.1

Invesco Zacks Multi-Asset Income ETFIncome · Dividend stocks1.15%4.00%+11.9%+15.5%+16.1%+7.8%−7.4%10.4%$120M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CVY 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Zacks Multi-Asset Income ETF · $120M$14,530

CVY

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

CVYMeasureVYM

+11.9%Year to dateJan 1 → Nov 3+15.8%

+15.5%1 yearTotal return+19.0%

+16.1%3 years · per year$10,000 became $15,665 · $17,952+21.5%

+7.8%5 years · per year$10,000 became $14,530 · $17,305+11.6%

1.15%Expense ratio$115 · $4 a year on $10k · lower is better0.04%

4.00%Trailing 12-mo yield$400 · $225 a year on $10k2.25%

−7.4%Worst dropSmaller is better−6.7%

10.4%VolatilityLower is calmer10.0%

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

1–7VYM wins

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

More Ways to See the Pairs

CVY vs VYM: Top 5 Holdings

Today

CVY

5.8%in top 5

VYM

in top 518.2%

CVYStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

1.2%STNGnot top 5

1.2%HSTnot top 5

1.2%MMSnot top 5

1.2%CNXCnot top 5

1.1%EGnot top 5

Held in common4.5%

End-of-day Nov 3, 2026 · share of each fund

CVY vs VYM Returns, Every Period

InvescoCVY

+7.8%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

CVYVYMFaded: behind in that period

0–4VYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CVY vs VYM

YTD

InvescoCVY

+11.9%

VYMVanguard

+15.8%

+11.9%Year to date+15.8%

−7.4%Worst drop · 1Y−6.7%

10.4%Volatility · 1Y10.0%

4.0%Yield2.3%

$120MAssets$78.9B

3–1VYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CVY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CVY1.15%$115

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CVY, VYM

4.00%highest, CVY

FundTrailing yieldYield$10k

CVY4.00%$400

VYM2.25%$225

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, CVY

CVY$400 − $115 = $285

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CVY, VYM

Today

4.5%most shared, CVY and VYM

CVYVYM

CVY—4.5%

VYM4.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%VYM, at 10.0% volatility

VYMWorst drop−6.7%10.0% vol

CVYWorst drop−7.4%10.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CVYVYM

+11.9%Year to date+15.8%

4.0%Yield2.3%

+15.5%Past year+19.0%

1.15%Fee0.04%

3–1VYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026