CVY vs YBTC
Comparison between INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF) and ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF (YBTC, ETF).
CVY vs YBTC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CVY
$121M
YBTC
$121M
Expense Ratio
CVY
1.21%
Winner
YBTC
0.95%
Max Drawdown
Winner
CVY
70.55%
YBTC
71.95%
Sharpe Ratio
Winner
CVY
1.39
YBTC
-1.17
5Y Beta
Winner
CVY
0.65
YBTC
1.11
P/E Ratio
CVY
27.98
YBTC
N/A
Forward P/E
CVY
10.10
YBTC
N/A
5Y Dividends CAGR
CVY
13.61%
YBTC
N/A
5Y EPS CAGR
CVY
24.14%
YBTC
N/A
P/S Ratio
CVY
0.72
YBTC
N/A
P/B Ratio
CVY
1.76
YBTC
N/A
CVY vs YBTC - Holdings Comparison
CVY and YBTC have 0 common holdings. Overlap is 0.00%
CVY's top 25 holdings weight is 27.54%. YBTC's top 25 holdings weight is 4.61%.
| Rank | CVY | YBTC |
|---|---|---|
| #1 | CRANE NXT CO (CXT) - 1.27% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.61% |
| #2 | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.25% | N/A |
| #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 | 1 |
CVY vs YBTC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CVY
+4.38%
YBTC
+4.23%
3M
Winner
CVY
+6.94%
YBTC
-8.07%
6M
Winner
CVY
+8.80%
YBTC
-22.49%
1Y
Winner
CVY
+20.45%
YBTC
-39.43%
5Y(CAGR)
CVY
+9.20%
YBTC
N/A
10Y(CAGR)
CVY
+8.67%
YBTC
N/A
Max(CAGR)
CVY
+5.98%
Winner
YBTC
+7.48%
CVY vs YBTC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CVY | YBTC |
|---|---|---|
| 2026 | +13.52% | -23.49% |
| 2025 | +10.03% | -7.43% |
| 2024 | +10.47% | +58.51% |
| 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 YBTC Drawdown Comparison
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
The maximum drawdown for YBTC was -48.80%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The current YBTC drawdown is -42.34%.
| Rank | CVY | YBTC |
|---|---|---|
| #1 | -66.87% Jun 4, 2007 - Jan 25, 2012 | -48.80% Sep 18, 2025 - Jun 30, 2026 |
| #2 | -50.47% Jan 17, 2020 - Feb 24, 2021 | -23.37% Dec 16, 2024 - May 21, 2025 |
| #3 | -31.87% Jul 1, 2014 - Dec 4, 2017 | -22.97% Jun 10, 2024 - Oct 29, 2024 |
| #4 | -21.61% Jan 12, 2022 - Dec 14, 2023 | -16.73% Apr 11, 2024 - Jun 5, 2024 |
| #5 | -18.51% Jan 23, 2018 - Apr 17, 2019 | -7.19% Aug 13, 2025 - Sep 12, 2025 |
| #6 | -16.80% Nov 29, 2024 - Jul 10, 2025 | -6.90% May 27, 2025 - Jun 30, 2025 |
| #7 | -9.00% Jul 24, 2019 - Sep 13, 2019 | -6.27% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -8.62% Sep 14, 2012 - Jan 4, 2013 | -5.65% Mar 26, 2024 - Apr 10, 2024 |
| #9 | -8.58% May 21, 2013 - Oct 17, 2013 | -4.68% Jul 17, 2025 - Aug 11, 2025 |
| #10 | -8.20% Mar 13, 2012 - Jul 19, 2012 | -3.97% Jan 19, 2024 - Jan 26, 2024 |
| #11 | -7.80% Jun 11, 2021 - Oct 20, 2021 | -3.76% Mar 15, 2024 - Mar 20, 2024 |
| #12 | -7.43% Feb 10, 2026 - Apr 30, 2026 | -3.22% Mar 20, 2024 - Mar 25, 2024 |
| #13 | -6.87% Nov 12, 2021 - Jan 4, 2022 | -3.16% Nov 12, 2024 - Nov 18, 2024 |
| #14 | -6.83% Jul 30, 2024 - Aug 30, 2024 | -3.02% Nov 22, 2024 - Dec 4, 2024 |
| #15 | -6.28% May 3, 2019 - Jun 28, 2019 | -2.31% Jun 6, 2024 - Jun 10, 2024 |
Correlation
Correlation between CVY and YBTC is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
Dividend Comparison (2006 - 2026)
CVY vs YBTC dividend yield comparison.
| Year | CVY | YBTC |
|---|---|---|
| 2026 | 2.20% | 25.08% |
| 2025 | 3.99% | 76.04% |
| 2024 | 4.07% | 44.53% |
| 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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