CVY vs UNHG
Comparison between INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF) and LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF).
CVY vs UNHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVY
$121M
Winner
UNHG
$121M
Expense Ratio
CVY
1.21%
UNHG
N/A
Max Drawdown
CVY
70.55%
Winner
UNHG
61.40%
Sharpe Ratio
Winner
CVY
1.39
UNHG
1.13
5Y Beta
Winner
CVY
0.65
UNHG
1.08
P/E Ratio
Winner
CVY
27.98
UNHG
31.51
Forward P/E
Winner
CVY
10.10
UNHG
23.31
PEG Ratio
CVY
N/A
UNHG
1.49
5Y Dividends CAGR
CVY
13.61%
UNHG
N/A
5Y EPS CAGR
Winner
CVY
24.14%
UNHG
-5.71%
Debt to Equity
CVY
N/A
UNHG
75.00%
P/S Ratio
Winner
CVY
0.72
UNHG
0.86
P/B Ratio
Winner
CVY
1.76
UNHG
3.98
CVY vs UNHG - Holdings Comparison
CVY and UNHG have 0 common holdings. Overlap is 0.00%
CVY's top 25 holdings weight is 27.54%. UNHG's top 25 holdings weight is 81.65%.
| Rank | CVY | UNHG |
|---|---|---|
| #1 | CRANE NXT CO (CXT) - 1.27% | UNITEDHEALTH GROUP INC (UNH) - 71.39% |
| #2 | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.25% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 10.26% |
| #3 | n/a (BAC-PRQ) - 1.25% | N/A |
| #4 | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.17% | N/A |
| #5 | ALLSTATE CORP (ALL) - 1.16% | N/A |
| #6 | SLM CORP (SLM) - 1.14% | N/A |
| #7 | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.13% | N/A |
| #8 | n/a (BAC-PRL) - 1.12% | N/A |
| #9 | LLOYDS BANKING GROUP PLC ADR (LYG) - 1.09% | N/A |
| #10 | GRUPO CIBEST SA ADR (CIB) - 1.09% | N/A |
| #11 | CAPITAL ONE FINANCIAL CORP (COF) - 1.08% | N/A |
| #12 | n/a (BA-PRA) - 1.08% | N/A |
| #13 | ASSURED GUARANTY LTD (AGO) - 1.08% | N/A |
| #14 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.08% | N/A |
| #15 | KBR INC (KBR) - 1.07% | N/A |
| #16 | n/a (WFC-PRL) - 1.07% | N/A |
| #17 | NEWMARK GROUP INC CLASS A (NMRK) - 1.07% | N/A |
| #18 | n/a (KKR-PRD) - 1.07% | N/A |
| #19 | TECNOGLASS INC (TGLS) - 1.07% | N/A |
| #20 | SYNCHRONY FINANCIAL (SYF) - 1.05% | N/A |
| #21 | EVEREST GROUP LTD (EG) - 1.04% | N/A |
| #22 | INVESCO SENIOR INCOME TRUST (VVR) - 1.04% | N/A |
| #23 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.03% | N/A |
| #24 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 1.02% | N/A |
| #25 | HOST HOTELS & RESORTS INC (HST) - 1.02% | N/A |
| Total Holdings | 151 | 2 |
CVY vs UNHG - Historical Returns
Returns include dividend reinvestment.
1M
CVY
+4.38%
Winner
UNHG
+12.88%
3M
CVY
+6.94%
Winner
UNHG
+52.42%
6M
CVY
+8.80%
Winner
UNHG
+35.35%
1Y
CVY
+20.45%
Winner
UNHG
+80.05%
5Y(CAGR)
CVY
+9.20%
UNHG
N/A
10Y(CAGR)
CVY
+8.67%
UNHG
N/A
Max(CAGR)
CVY
+5.98%
Winner
UNHG
+80.41%
CVY vs UNHG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVY | UNHG |
|---|---|---|
| 2026 | +13.52% | +43.13% |
| 2025 | +10.03% | +21.45% |
| 2024 | +10.47% | N/A |
| 2023 | +18.77% | N/A |
| 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 UNHG Drawdown Comparison
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.
| Rank | CVY | UNHG |
|---|---|---|
| #1 | -66.87% Jun 4, 2007 - Jan 25, 2012 | -57.09% Oct 8, 2025 - Jun 8, 2026 |
| #2 | -50.47% Jan 17, 2020 - Feb 24, 2021 | -36.70% Jul 23, 2025 - Aug 15, 2025 |
| #3 | -31.87% Jul 1, 2014 - Dec 4, 2017 | -9.49% Sep 11, 2025 - Oct 2, 2025 |
| #4 | -21.61% Jan 12, 2022 - Dec 14, 2023 | -6.40% Jul 9, 2026 - Jul 21, 2026 |
| #5 | -18.51% Jan 23, 2018 - Apr 17, 2019 | -5.83% Aug 18, 2025 - Aug 29, 2025 |
| #6 | -16.80% Nov 29, 2024 - Jul 10, 2025 | -5.75% Jun 15, 2026 - Jun 25, 2026 |
| #7 | -9.00% Jul 24, 2019 - Sep 13, 2019 | -5.49% Jun 26, 2026 - Jul 9, 2026 |
| #8 | -8.62% Sep 14, 2012 - Jan 4, 2013 | -3.67% Jun 9, 2026 - Jun 15, 2026 |
| #9 | -8.58% May 21, 2013 - Oct 17, 2013 | -1.63% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -8.20% Mar 13, 2012 - Jul 19, 2012 | -0.78% Oct 3, 2025 - Oct 7, 2025 |
| #11 | -7.80% Jun 11, 2021 - Oct 20, 2021 | -0.65% Sep 9, 2025 - Sep 11, 2025 |
| #12 | -7.43% Feb 10, 2026 - Apr 30, 2026 | N/A |
| #13 | -6.87% Nov 12, 2021 - Jan 4, 2022 | N/A |
| #14 | -6.83% Jul 30, 2024 - Aug 30, 2024 | N/A |
| #15 | -6.28% May 3, 2019 - Jun 28, 2019 | N/A |
Correlation
Correlation between CVY and UNHG is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2006 - 2026)
CVY vs UNHG dividend yield comparison.
| Year | CVY | UNHG |
|---|---|---|
| 2026 | 2.20% | 0.00% |
| 2025 | 3.99% | 11.30% |
| 2024 | 4.07% | 0.00% |
| 2023 | 4.41% | 0.00% |
| 2022 | 5.18% | 0.00% |
| 2021 | 2.37% | 0.00% |
| 2020 | 3.40% | 0.00% |
| 2019 | 3.22% | 0.00% |
| 2018 | 4.44% | 0.00% |
| 2017 | 3.94% | 0.00% |
| 2016 | 4.50% | 0.00% |
| 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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