APH vs. IVZ
APH (Amphenol Corporation) and IVZ (Invesco Ltd.) are both stocks. APH operates in Electronic Components (Technology), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, APH returned 26.67%/yr vs 4.48%/yr for IVZ. At a 0.44 correlation, their price movements are largely independent.
Performance
APH vs. IVZ - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with APH having a 6.47% return and IVZ slightly higher at 6.54%. Over the past 10 years, APH has outperformed IVZ with an annualized return of 26.67%, while IVZ has yielded a comparatively lower 4.48% annualized return.
APH
- 1D
- 3.45%
- 1M
- 12.16%
- YTD
- 6.47%
- 6M
- 2.93%
- 1Y
- 54.90%
- 3Y*
- 55.57%
- 5Y*
- 34.64%
- 10Y*
- 26.67%
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%
APH vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APH Amphenol Corporation | 6.47% | 96.08% | 41.30% | 31.85% | -11.96% | 35.25% | 22.09% | 34.91% | -6.82% | 31.81% |
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 APH and IVZ is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1995 | 0.44 |
The correlation between APH and IVZ shifts across timeframes, from 0.24 (1 year) to 0.49 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
APH:
$4.58
IVZ:
-$0.62
APH:
7.11
IVZ:
1.96
APH:
$25.90B
IVZ:
$6.38B
APH:
$9.67B
IVZ:
$2.75B
APH:
$7.45B
IVZ:
$1.38B
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Return for Risk
APH vs. IVZ — Risk / Return Rank
APH
IVZ
APH vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amphenol Corporation (APH) 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.
| APH | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.46 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 4.48 | -2.52 |
| Martin ratioReturn relative to average drawdown | 5.07 | 12.09 | -7.03 |
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
| APH | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.82 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.11 | +1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.11 | +0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.18 | +0.45 |
Drawdowns
APH vs. IVZ - Drawdown Comparison
The maximum APH drawdown since its inception was -63.41%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for APH and IVZ.
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Drawdown Indicators
| APH | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -83.91% | +20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -28.19% | -22.03% | -6.16% |
Max Drawdown (3Y)Largest decline over 3 years | -28.19% | -36.52% | +8.33% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -53.40% | +24.67% |
Max Drawdown (10Y)Largest decline over 10 years | -37.56% | -79.72% | +42.16% |
Current DrawdownCurrent decline from peak | -13.45% | -4.93% | -8.52% |
Average DrawdownAverage peak-to-trough decline | -13.56% | -36.00% | +22.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.87% | 8.15% | +2.72% |
Volatility
APH vs. IVZ - Volatility Comparison
Amphenol Corporation (APH) has a higher volatility of 16.86% compared to Invesco Ltd. (IVZ) at 9.52%. This indicates that APH's price experiences larger fluctuations and is considered to be riskier 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
| APH | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.86% | 9.52% | +7.34% |
Volatility (6M)Calculated over the trailing 6-month period | 36.53% | 25.49% | +11.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.97% | 35.09% | +5.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.54% | 36.58% | -6.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.83% | 39.41% | -11.58% |
Dividends
APH vs. IVZ - Dividend Comparison
APH's dividend yield for the trailing twelve months is around 0.58%, less than IVZ's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APH Amphenol Corporation | 0.58% | 0.55% | 0.79% | 1.07% | 1.06% | 0.89% | 0.80% | 0.89% | 1.09% | 0.80% | 0.86% | 1.01% |
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
APH vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Amphenol Corporation 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
APH vs. IVZ - Profitability Comparison
APH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a gross profit of 2.80B and revenue of 7.62B. Therefore, the gross margin over that period was 36.8%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a gross profit of 1.13B and revenue of 1.69B. Therefore, the gross margin over that period was 67.0%.
APH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported an operating income of 1.83B and revenue of 7.62B, resulting in an operating margin of 24.0%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
APH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amphenol Corporation reported a net income of 2.35B and revenue of 7.62B, resulting in a net margin of 30.8%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
Frequently Asked Questions
APH and IVZ have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APH has higher volatility (16.86%) compared to IVZ (9.52%). In terms of maximum drawdown, APH dropped -63.41% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (2.82 vs 1.35), 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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