CVY vs VOO

ACVY

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · CVY $14,419

Lowest cost0.03%VOO · $3 on $10k

Most income4.06%CVY · $406 on $10k

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

Held in common1.9%CVY and VOO

CVY

VOO

Invesco Zacks Multi-Asset Income ETF · $119MVanguard S&P 500 ETF · $1.00T

+15.2%3 years · per year$15,288 · $18,224+22.1%

+7.6%5 years · per year$14,419 · $17,156+11.4%

1.15%Expense ratio$115 · $3 on $10k · lower wins0.03%

4.06%12-mo yield$406 · $110 on $10k1.10%

−7.4%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCVY · VOO

0.4%WFC0.4%

0.3%C0.3%

0.3%BAC0.5%

0.3%BNY0.1%

Held in common1.9%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.06%	−2.1%	+10.2%	+14.1%	+15.2%	+7.6%	−7.4%	$119M

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ACVY	Invesco Zacks Multi-Asset Income ETFRead Desk		1.15%	4.06%	−2.1%	+10.2%	+14.1%	+15.2%	+7.6%	−7.4%	$119M

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

Cards for this view

CVY vs VOO

CVY

Invesco Zacks Multi-Asset Income

$14,419

VOO

Vanguard S&P 500

$17,156

MeasureCVYVOO

Fee1.15%0.03%

Cost on $10k a year$115$3

Yield4.06%1.10%

5 years, per year+7.6%+11.4%

3 years, per year+15.2%+22.1%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y10.6%13.5%

3–3measures won
level

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CVY, VOO

Today

1.9%most shared, CVY and VOO

CVYVOO

CVY—1.9%

VOO1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, CVY

CVY$406 − $115 = $291

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee