AMP vs. IVZ
AMP (Ameriprise Financial, Inc.) and IVZ (Invesco Ltd.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, AMP returned 18.65%/yr vs 4.48%/yr for IVZ. A 0.70 correlation means they provide meaningful diversification when combined.
Performance
AMP vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, AMP achieves a -7.75% return, which is significantly lower than IVZ's 6.54% return. Over the past 10 years, AMP has outperformed IVZ with an annualized return of 18.65%, while IVZ has yielded a comparatively lower 4.48% annualized return.
AMP
- 1D
- -1.16%
- 1M
- -3.48%
- YTD
- -7.75%
- 6M
- -5.11%
- 1Y
- -12.20%
- 3Y*
- 14.20%
- 5Y*
- 13.17%
- 10Y*
- 18.65%
IVZ
- 1D
- 0.73%
- 1M
- 0.64%
- YTD
- 6.54%
- 6M
- 8.44%
- 1Y
- 98.16%
- 3Y*
- 25.82%
- 5Y*
- 3.83%
- 10Y*
- 4.48%
AMP vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | -7.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
IVZ Invesco Ltd. | 6.54% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between AMP and IVZ is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2005 | 0.70 |
The correlation between AMP and IVZ shifts across timeframes, from 0.60 (1 year) to 0.71 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AMP:
$30.77
IVZ:
-$0.62
AMP:
3.02
IVZ:
1.96
AMP:
$14.42B
IVZ:
$6.38B
AMP:
$7.51B
IVZ:
$2.75B
AMP:
$5.13B
IVZ:
$1.38B
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Return for Risk
AMP vs. IVZ — Risk / Return Rank
AMP
IVZ
AMP vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Invesco Ltd. (IVZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AMP | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.31 | ||
| Sortino ratioReturn per unit of downside risk | -4.01 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.46 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 4.48 | -5.07 |
| Martin ratioReturn relative to average drawdown | -1.04 | 12.09 | -13.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMP | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 2.82 | -3.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.11 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.11 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.18 | +0.21 |
Drawdowns
AMP vs. IVZ - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, roughly equal to the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for AMP and IVZ.
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Drawdown Indicators
| AMP | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.14% | -83.91% | +2.77% |
Max Drawdown (1Y)Largest decline over 1 year | -20.87% | -22.03% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -36.52% | +10.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.54% | -53.40% | +21.86% |
Max Drawdown (10Y)Largest decline over 10 years | -53.88% | -79.72% | +25.84% |
Current DrawdownCurrent decline from peak | -20.34% | -4.93% | -15.41% |
Average DrawdownAverage peak-to-trough decline | -15.13% | -36.00% | +20.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.74% | 8.15% | +3.59% |
Volatility
AMP vs. IVZ - Volatility Comparison
The current volatility for Ameriprise Financial, Inc. (AMP) is 6.00%, while Invesco Ltd. (IVZ) has a volatility of 9.52%. This indicates that AMP experiences smaller price fluctuations and is considered to be less risky than IVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMP | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 9.52% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 19.55% | 25.49% | -5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.89% | 35.09% | -10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 36.58% | -8.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.98% | 39.41% | -5.43% |
Dividends
AMP vs. IVZ - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.45%, less than IVZ's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
IVZ Invesco Ltd. | 3.07% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Financials
AMP vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and Invesco Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AMP and IVZ have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.52%) compared to AMP (6.00%). In terms of maximum drawdown, AMP dropped -81.14% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (2.82 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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