CVY vs SPY

ACVY

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · CVY $14,505

Lowest cost0.09%SPY · $9 on $10k

Most income4.08%CVY · $408 on $10k

Smallest drop−7.4%CVY · worst fall in 1Y

Held in common2.0%CVY and SPY

CVY

SPY

Invesco Zacks Multi-Asset Income ETF · $120MState Street SPDR S&P 500 ETF · $819B

+14.7%3 years · per year$15,079 · $18,039+21.7%

+7.7%5 years · per year$14,505 · $17,118+11.3%

1.15%Expense ratio$115 · $9 on $10k · lower wins0.09%

4.08%12-mo yield$408 · $103 on $10k1.03%

−7.4%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCVY · SPY

0.4%WFC0.4%

0.3%C0.3%

0.3%BAC0.5%

0.3%BNY0.2%

Held in common2.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$120M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.08%	−0.3%	+9.9%	+13.5%	+14.7%	+7.7%	−7.4%	$120M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVY vs SPY

CVY

Invesco Zacks Multi-Asset Income

$14,505

SPY

SPDR S&P 500

$17,118

MeasureCVYSPY

Fee1.15%0.09%

Cost on $10k a year$115$9

Yield4.08%1.03%

5 years, per year+7.7%+11.3%

3 years, per year+14.7%+21.7%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y10.6%13.6%

3–3measures won
level

2.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CVY, SPY

Today

2.0%most shared, CVY and SPY

CVYSPY

CVY—2.0%

SPY2.0%—

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

Income After Fees on $10,000

$293most kept, CVY

CVY$408 − $115 = $293

SPY$103 − $9 = $94

KeptFee

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