CVY vs VYM

CVY vs VYM

Which is better, CVY or VYM?

Allocation/Balanced against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. CVY is less concentrated, with 11.8% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: CVY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCVYVYM
Expense Ratio1.21%0.04%Best
AUM$125M$81.6B
Dividend Yield4.10%2.24%
Holdings151613
YTD Return+16.55%Best+14.82%
1Y Return+17.96%+20.84%Best
3Y Return (annualized)+15.16%+18.64%Best
5Y Return (annualized)+9.26%+12.28%Best
Volatility (annualized)18.5%14.5%Best
Max Drawdown-70.5%-58.8%Best
$10,000 over 5 years$15,571$17,845Best
Top 10 Weight11.8%Best25.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Value
InceptionSep 21, 2006Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 4, 2026 (19.8 years).

CVY vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.8 years both funds cover.

CVY vs VYM Performance

Invesco Zacks Multi-Asset Income ETF (CVY) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CVY returned +17.96% while VYM returned +20.84%. Year to date, CVY is up 16.55% versus a gain of 14.82% for VYM.

Over three years, CVY compounded at +15.16% per year against +18.64% for VYM; over five years the annualized figures are +9.26% and +12.28% respectively. Across the full 20-year window we track, VYM has the edge at +7.00% annualized vs +1.92%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CVY has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 14.5% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -70.5% for CVY and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

CVY charges 1.21% per year while VYM charges 0.04%. On a $10,000 position that is $121 vs $4 annually, a gap of $117 per year that compounds over a long holding period. On income, CVY currently yields 4.10% against 2.24% for VYM.

Holdings Overlap

CVY already in VYM44.5%
VYM already in CVY10.6%

44.5% of CVY's money is in holdings VYM also owns. 10.6% of VYM's money is in holdings CVY also owns.

The two portfolios partly overlap.

64 positions in common, counted across the 150 positions we hold weights for in CVY and 603 in VYM, against full books of 151 and 613.

What only one of them owns

Our book lists 507 positions for VYM that do not appear in our book for CVY (86.8% of the fund), and 69 for CVY that do not appear in VYM (43.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in CVYWeight in VYMDifference
JPMJpmorgan Chase0.76%3.38%2.62%
BACBank of America Corp.: Financials1.12%1.56%0.44%
WFCWells Fargo & Co.1.04%1.05%0.01%
COFCapital One Financial Corp.1.13%0.52%0.61%
ALLAllstate Corp.1.17%0.25%0.92%
CXTCrane Nxt Co1.27%0.01%1.26%
JXNJackson Financial Inc USD1.19%0.03%1.16%
ARESAres Management Corp Preferred Stock 10/27 6.751.12%0.09%1.03%
SLMSlm Corp1.19%0.02%1.17%
SYFSynchrony Financial1.04%0.11%0.93%

44.5% of CVY is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CVYVYM

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Frequently Asked Questions

Which is cheaper, CVY or VYM?

CVY has an expense ratio of 1.21% while VYM charges 0.04%. VYM is the cheaper option, by $117 a year on a $10,000 investment.

Which performed better, CVY or VYM?

Over the past year CVY returned +17.96% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), CVY annualized +1.92% vs +7.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CVY or VYM?

CVY has been the more volatile fund at 18.5% annualized versus 14.5% for VYM. Worst drawdown: CVY -70.5% vs VYM -58.8%.

Should I hold both CVY and VYM?

CVY and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between CVY and VYM?

44.5% of CVY's money is in holdings VYM also owns. 10.6% of VYM's is in holdings CVY also owns. They hold 64 positions in common, counted across the 150 positions we hold weights for in CVY and 603 in VYM.

Which pays a higher dividend, CVY or VYM?

CVY yields 4.10% while VYM yields 2.24%, so CVY currently pays the higher dividend yield.

Is VYM better than CVY?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. CVY is less concentrated, with 11.8% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.