CVY vs KRMA
Comparison between INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF) and GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF).
5-Year PerformanceKRMA has outperformed CVY, delivering a return of +10.2% compared to +7.5%
CVY vs KRMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVY
$121M
KRMA
$120M
Expense Ratio
CVY
1.21%
Winner
KRMA
0.43%
Max Drawdown
CVY
70.55%
Winner
KRMA
36.16%
Sharpe Ratio
CVY
1.26
Winner
KRMA
1.44
5Y Beta
Winner
CVY
0.66
KRMA
0.95
P/E Ratio
Winner
CVY
13.94
KRMA
24.16
Forward P/E
Winner
CVY
9.61
KRMA
18.51
PEG Ratio
CVY
N/A
KRMA
0.58
5Y Dividends CAGR
CVY
10.25%
Winner
KRMA
24.21%
5Y EPS CAGR
CVY
16.52%
Winner
KRMA
23.13%
Debt to Equity
CVY
N/A
KRMA
43.53%
P/S Ratio
Winner
CVY
0.77
KRMA
2.39
P/B Ratio
Winner
CVY
1.50
KRMA
4.68
CVY vs KRMA - Holdings Comparison
CVY and KRMA have 13 common holdings. Overlap is 5.65%
CVY's top 25 holdings weight is 27.80%. KRMA's top 25 holdings weight is 41.36%.
| Rank | CVY | KRMA |
|---|---|---|
| #1 | n/a (DELL) - 1.66% | NVIDIA CORP (NVDA) - 7.11% |
| #2 | SM ENERGY CO (SM) - 1.38% | APPLE INC (AAPL) - 5.98% |
| #3 | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.24% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #4 | n/a (BAC-PRQ) - 1.23% | MICROSOFT CORP (MSFT) - 3.86% |
| #5 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.16% | AMAZON.COM INC (AMZN) - 3.05% |
| #6 | n/a (ARES-PRB) - 1.14% | BROADCOM INC (AVGO) - 2.16% |
| #7 | HUMANA INC (HUM) - 1.12% | META PLATFORMS INC CLASS A (META) - 1.21% |
| #8 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.12% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #9 | THE HANOVER INSURANCE GROUP INC (THG) - 1.10% | QUALCOMM INC (QCOM) - 0.93% |
| #10 | SLM CORP (SLM) - 1.09% | ADVANCED MICRO DEVICES INC (AMD) - 0.82% |
| #11 | PRIMERICA INC (PRI) - 1.08% | TESLA INC (TSLA) - 0.80% |
| #12 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.08% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.77% |
| #13 | DORCHESTER MINERALS LP (DMLP) - 1.07% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.75% |
| #14 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 1.06% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #15 | n/a (KKR-PRD) - 1.05% | n/a (DELL) - 0.72% |
| #16 | MATADOR RESOURCES CO (MTDR) - 1.04% | FIRST SOLAR INC (FSLR) - 0.69% |
| #17 | n/a (BAC-PRL) - 1.04% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.68% |
| #18 | BP PLC ADR (BP) - 1.04% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #19 | FS CREDIT OPPORTUNITIES CORP (FSCO) - 1.02% | NETAPP INC (NTAP) - 0.64% |
| #20 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.02% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.61% |
| #21 | PROLOGIS INC (PLD) - 1.02% | BORGWARNER INC (BWA) - 0.61% |
| #22 | n/a (BA-PRA) - 1.01% | HP INC (HPQ) - 0.60% |
| #23 | n/a (IEP) - 1.01% | ARROW ELECTRONICS INC (ARW) - 0.59% |
| #24 | EVEREST GROUP LTD (EG) - 1.01% | DYNATRACE INC ORDINARY SHARES (DT) - 0.59% |
| #25 | n/a (WFC-PRL) - 1.01% | SERVICENOW INC (NOW) - 0.59% |
| Total Holdings | 152 | 144 |
CVY vs KRMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVY
+2.96%
KRMA
+2.02%
3M
CVY
+9.76%
Winner
KRMA
+12.20%
6M
Winner
CVY
+9.82%
KRMA
+9.18%
1Y
CVY
+18.15%
Winner
KRMA
+22.84%
5Y(CAGR)
CVY
+7.48%
Winner
KRMA
+10.19%
10Y(CAGR)
CVY
+8.91%
Winner
KRMA
+13.58%
Max(CAGR)
CVY
+5.84%
Winner
KRMA
+13.58%
CVY vs KRMA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVY | KRMA |
|---|---|---|
| 2026 | +9.78% | +8.78% |
| 2025 | +10.03% | +14.39% |
| 2024 | +10.47% | +18.87% |
| 2023 | +18.77% | +22.70% |
| 2022 | -9.89% | -19.09% |
| 2021 | +26.69% | +29.42% |
| 2020 | -10.46% | +16.40% |
| 2019 | +24.93% | +30.21% |
| 2018 | -11.08% | -4.25% |
| 2017 | +14.70% | +22.74% |
| 2016 | +16.73% | +5.65% |
| 2015 | -14.38% | N/A |
| 2014 | -3.71% | N/A |
| 2013 | +16.68% | N/A |
| 2012 | +11.95% | N/A |
| 2011 | +7.09% | N/A |
| 2010 | +16.12% | N/A |
| 2009 | +45.08% | N/A |
| 2008 | -40.40% | N/A |
| 2007 | -7.36% | N/A |
| 2006 | +7.55% | N/A |
CVY vs KRMA Drawdown Comparison
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.
The current KRMA drawdown is -3.52%.
| Rank | CVY | KRMA |
|---|---|---|
| #1 | -66.87% Jun 4, 2007 - Jan 25, 2012 | -36.16% Feb 19, 2020 - Aug 17, 2020 |
| #2 | -50.47% Jan 17, 2020 - Feb 24, 2021 | -26.12% Dec 29, 2021 - Jan 25, 2024 |
| #3 | -31.87% Jul 1, 2014 - Dec 4, 2017 | -19.41% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -21.61% Jan 12, 2022 - Dec 14, 2023 | -17.48% Sep 21, 2018 - Mar 19, 2019 |
| #5 | -18.51% Jan 23, 2018 - Apr 17, 2019 | -9.59% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -16.80% Nov 29, 2024 - Jul 10, 2025 | -8.92% Sep 2, 2020 - Oct 12, 2020 |
| #7 | -9.00% Jul 24, 2019 - Sep 13, 2019 | -8.62% Jan 6, 2026 - Apr 15, 2026 |
| #8 | -8.62% Sep 14, 2012 - Jan 4, 2013 | -8.36% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -8.58% May 21, 2013 - Oct 17, 2013 | -7.02% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -8.20% Mar 13, 2012 - Jul 19, 2012 | -6.95% Oct 12, 2020 - Nov 6, 2020 |
| #11 | -7.80% Jun 11, 2021 - Oct 20, 2021 | -6.30% May 3, 2019 - Jun 19, 2019 |
| #12 | -7.43% Feb 10, 2026 - Apr 30, 2026 | -6.01% Dec 14, 2020 - Feb 8, 2021 |
| #13 | -6.87% Nov 12, 2021 - Jan 4, 2022 | -5.90% Oct 28, 2025 - Dec 10, 2025 |
| #14 | -6.83% Jul 30, 2024 - Aug 30, 2024 | -5.70% Sep 2, 2021 - Oct 26, 2021 |
| #15 | -6.28% May 3, 2019 - Jun 28, 2019 | -5.65% Mar 27, 2024 - May 15, 2024 |
Correlation
Correlation between CVY and KRMA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
CVY vs KRMA dividend yield comparison.
| Year | CVY | KRMA |
|---|---|---|
| 2026 | 0.76% | 0.00% |
| 2025 | 3.99% | 2.59% |
| 2024 | 4.07% | 0.91% |
| 2023 | 4.41% | 1.16% |
| 2022 | 5.18% | 0.86% |
| 2021 | 2.37% | 1.07% |
| 2020 | 3.40% | 0.96% |
| 2019 | 3.22% | 1.52% |
| 2018 | 4.44% | 1.82% |
| 2017 | 3.94% | 1.21% |
| 2016 | 4.50% | 0.95% |
| 2015 | 5.89% | 0.00% |
| 2014 | 6.28% | 0.00% |
| 2013 | 5.35% | 0.00% |
| 2012 | 5.39% | 0.00% |
| 2011 | 5.41% | 0.00% |
| 2010 | 4.76% | 0.00% |
| 2009 | 5.32% | 0.00% |
| 2008 | 11.04% | 0.00% |
| 2007 | 5.68% | 0.00% |
| 2006 | 1.36% | 0.00% |
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