CVY vs SHNY
Comparison between INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF) and MicroSectors Gold 3X Leveraged ETN (SHNY, ETF).
CVY vs SHNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CVY
$121M
SHNY
$120M
Expense Ratio
CVY
1.21%
SHNY
N/A
Max Drawdown
CVY
70.55%
Winner
SHNY
65.54%
Sharpe Ratio
Winner
CVY
1.26
SHNY
0.67
5Y Beta
CVY
0.66
Winner
SHNY
0.63
P/E Ratio
CVY
13.94
SHNY
N/A
Forward P/E
CVY
9.61
SHNY
N/A
5Y Dividends CAGR
CVY
10.25%
SHNY
N/A
5Y EPS CAGR
CVY
16.52%
SHNY
N/A
P/S Ratio
CVY
0.77
SHNY
N/A
P/B Ratio
CVY
1.50
SHNY
N/A
CVY vs SHNY - Holdings Comparison
CVY and SHNY have 0 common holdings. Overlap is 0.00%
CVY's top 25 holdings weight is 27.80%. SHNY's top 25 holdings weight is 100.00%.
| Rank | CVY | SHNY |
|---|---|---|
| #1 | n/a (DELL) - 1.66% | SPDR® GOLD SHARES (GLD) - 100.00% |
| #2 | SM ENERGY CO (SM) - 1.38% | N/A |
| #3 | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.24% | N/A |
| #4 | n/a (BAC-PRQ) - 1.23% | N/A |
| #5 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.16% | N/A |
| #6 | n/a (ARES-PRB) - 1.14% | N/A |
| #7 | HUMANA INC (HUM) - 1.12% | N/A |
| #8 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.12% | N/A |
| #9 | THE HANOVER INSURANCE GROUP INC (THG) - 1.10% | N/A |
| #10 | SLM CORP (SLM) - 1.09% | N/A |
| #11 | PRIMERICA INC (PRI) - 1.08% | N/A |
| #12 | WESTERN MIDSTREAM PARTNERS LP (WES) - 1.08% | N/A |
| #13 | DORCHESTER MINERALS LP (DMLP) - 1.07% | N/A |
| #14 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 1.06% | N/A |
| #15 | n/a (KKR-PRD) - 1.05% | N/A |
| #16 | MATADOR RESOURCES CO (MTDR) - 1.04% | N/A |
| #17 | n/a (BAC-PRL) - 1.04% | N/A |
| #18 | BP PLC ADR (BP) - 1.04% | N/A |
| #19 | FS CREDIT OPPORTUNITIES CORP (FSCO) - 1.02% | N/A |
| #20 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.02% | N/A |
| #21 | PROLOGIS INC (PLD) - 1.02% | N/A |
| #22 | n/a (BA-PRA) - 1.01% | N/A |
| #23 | n/a (IEP) - 1.01% | N/A |
| #24 | EVEREST GROUP LTD (EG) - 1.01% | N/A |
| #25 | n/a (WFC-PRL) - 1.01% | N/A |
| Total Holdings | 152 | 1 |
CVY vs SHNY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVY
+2.96%
SHNY
-31.28%
3M
Winner
CVY
+9.76%
SHNY
-49.38%
6M
Winner
CVY
+9.82%
SHNY
-29.35%
1Y
CVY
+18.15%
Winner
SHNY
+22.15%
5Y(CAGR)
CVY
+7.48%
SHNY
N/A
10Y(CAGR)
CVY
+8.91%
SHNY
N/A
Max(CAGR)
CVY
+5.84%
Winner
SHNY
+49.94%
CVY vs SHNY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVY | SHNY |
|---|---|---|
| 2026 | +9.78% | -29.43% |
| 2025 | +10.03% | +202.87% |
| 2024 | +10.47% | +51.45% |
| 2023 | +18.77% | +12.52% |
| 2022 | -9.89% | N/A |
| 2021 | +26.69% | N/A |
| 2020 | -10.46% | N/A |
| 2019 | +24.93% | N/A |
| 2018 | -11.08% | N/A |
| 2017 | +14.70% | N/A |
| 2016 | +16.73% | N/A |
| 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 SHNY Drawdown Comparison
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
The maximum drawdown for SHNY was -65.54%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current SHNY drawdown is -62.32%.
| Rank | CVY | SHNY |
|---|---|---|
| #1 | -66.87% Jun 4, 2007 - Jan 25, 2012 | -65.54% Jan 29, 2026 - Jun 10, 2026 |
| #2 | -50.47% Jan 17, 2020 - Feb 24, 2021 | -37.84% Apr 13, 2023 - Apr 1, 2024 |
| #3 | -31.87% Jul 1, 2014 - Dec 4, 2017 | -29.40% Oct 20, 2025 - Dec 23, 2025 |
| #4 | -21.61% Jan 12, 2022 - Dec 14, 2023 | -23.68% Oct 30, 2024 - Feb 10, 2025 |
| #5 | -18.51% Jan 23, 2018 - Apr 17, 2019 | -22.33% Apr 21, 2025 - Sep 5, 2025 |
| #6 | -16.80% Nov 29, 2024 - Jul 10, 2025 | -18.11% May 20, 2024 - Aug 16, 2024 |
| #7 | -9.00% Jul 24, 2019 - Sep 13, 2019 | -15.19% Mar 31, 2025 - Apr 10, 2025 |
| #8 | -8.62% Sep 14, 2012 - Jan 4, 2013 | -14.79% Dec 26, 2025 - Jan 12, 2026 |
| #9 | -8.58% May 21, 2013 - Oct 17, 2013 | -13.12% Apr 16, 2024 - May 17, 2024 |
| #10 | -8.20% Mar 13, 2012 - Jul 19, 2012 | -9.99% Feb 24, 2025 - Mar 13, 2025 |
| #11 | -7.80% Jun 11, 2021 - Oct 20, 2021 | -7.97% Sep 26, 2024 - Oct 17, 2024 |
| #12 | -7.43% Feb 10, 2026 - Apr 30, 2026 | -6.92% Mar 3, 2023 - Mar 10, 2023 |
| #13 | -6.87% Nov 12, 2021 - Jan 4, 2022 | -6.10% Mar 23, 2023 - Apr 4, 2023 |
| #14 | -6.83% Jul 30, 2024 - Aug 30, 2024 | -5.97% Mar 20, 2023 - Mar 23, 2023 |
| #15 | -6.28% May 3, 2019 - Jun 28, 2019 | -5.78% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between CVY and SHNY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
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