CVY vs VYM

ACVY

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · CVY $14,505

Lowest cost0.04%VYM · $4 on $10k

Most income4.08%CVY · $408 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common4.5%CVY and VYM

CVY

VYM

Invesco Zacks Multi-Asset Income ETF · $120MVanguard High Dividend Yield ETF · $78.9B

+14.7%3 years · per year$15,079 · $17,107+19.6%

+7.7%5 years · per year$14,505 · $16,941+11.1%

1.15%Expense ratio$115 · $4 on $10k · lower wins0.04%

4.08%12-mo yield$408 · $231 on $10k2.31%

−7.4%Worst dropSmaller wins−6.7%

10.6%VolatilityLower wins10.6%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVY · VYM

0.4%WFC1.0%

0.3%BNY0.4%

0.3%C0.9%

0.8%CI0.3%

Held in common4.5%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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 VYM

CVY

Invesco Zacks Multi-Asset Income

$14,505

VYM

Vanguard High Dividend Yield

$16,941

MeasureCVYVYM

Fee1.15%0.04%

Cost on $10k a year$115$4

Yield4.08%2.31%

5 years, per year+7.7%+11.1%

3 years, per year+14.7%+19.6%

Worst drop · 1Y−7.4%−6.7%

Volatility · 1Y10.6%10.6%

4–1measures won
VYM first

4.5%

holdings shared

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

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

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

Overlap: CVY, VYM

Today

4.5%most shared, CVY and VYM

CVYVYM

CVY—4.5%

VYM4.5%—

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

VYM$231 − $4 = $227

KeptFee

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