BNY vs. IVZ
BNY (The Bank of New York Mellon Corporation) and IVZ (Invesco Ltd.) are both stocks. Both are in the Financial Services sector — BNY in Banks - Diversified, IVZ in Asset Management. Over the past 10 years, BNY returned 17.88%/yr vs 5.37%/yr for IVZ. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
BNY vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, BNY achieves a 38.04% return, which is significantly higher than IVZ's 15.75% return. Over the past 10 years, BNY has outperformed IVZ with an annualized return of 17.88%, while IVZ has yielded a comparatively lower 5.37% annualized return.
BNY
- 1D
- -0.75%
- 1M
- 10.69%
- 6M
- 35.65%
- YTD
- 38.04%
- 1Y
- 61.94%
- 3Y*
- 56.54%
- 5Y*
- 29.58%
- 10Y*
- 17.88%
- ALL TIME*
- 11.67%
IVZ
- 1D
- 0.44%
- 1M
- 15.25%
- 6M
- 7.07%
- YTD
- 15.75%
- 1Y
- 44.56%
- 3Y*
- 28.09%
- 5Y*
- 8.68%
- 10Y*
- 5.37%
- ALL TIME*
- 8.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $738.03M | $690.18M | $569.76M | |
IVZ Invesco Ltd. | $140.57M | $131.54M | $143.36M |
BNY vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNY The Bank of New York Mellon Corporation | 38.04% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
IVZ Invesco Ltd. | 15.75% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between BNY and IVZ is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1995 | 0.51 |
The correlation between BNY and IVZ shifts across timeframes, from 0.49 (1 year) to 0.64 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BNY:
$109.07B
IVZ:
$13.27B
BNY:
$8.98
IVZ:
-$0.62
BNY:
3.10
IVZ:
2.13
BNY:
$35.99B
IVZ:
$6.38B
BNY:
$21.25B
IVZ:
$2.75B
BNY:
$9.39B
IVZ:
$1.38B
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Return for Risk
BNY vs. IVZ — Risk / Return Rank
BNY
IVZ
BNY vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BNY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BNY | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.60 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.24 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 6.13 | 2.03 | +4.10 |
| Martin ratioReturn relative to average drawdown | 17.21 | 5.35 | +11.86 |
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Drawdowns
BNY vs. IVZ - Drawdown Comparison
The maximum BNY drawdown since its inception was -72.28%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for BNY and IVZ.
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Drawdown Indicators
| BNY | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.28% | -83.91% | +11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.15% | -22.03% | +11.88% |
Max Drawdown (3Y)Largest decline over 3 years | -17.58% | -36.52% | +18.94% |
Max Drawdown (5Y)Largest decline over 5 years | -40.45% | -48.88% | +8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -50.49% | -79.72% | +29.23% |
Current DrawdownCurrent decline from peak | -2.12% | -1.87% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -18.67% | -35.86% | +17.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 8.36% | -4.75% |
Volatility
BNY vs. IVZ - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BNY) is 7.44%, while Invesco Ltd. (IVZ) has a volatility of 9.76%. This indicates that BNY 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
| BNY | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 9.76% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 17.12% | 26.19% | -9.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 32.92% | -11.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 36.66% | -12.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.88% | 39.16% | -12.28% |
Dividends
BNY vs. IVZ - Dividend Comparison
BNY's dividend yield for the trailing twelve months is around 1.33%, less than IVZ's 2.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNY The Bank of New York Mellon Corporation | 1.33% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
IVZ Invesco Ltd. | 2.82% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Financials
BNY vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between The Bank of New York Mellon 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
BNY vs. IVZ - Profitability Comparison
BNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.70B and revenue of 5.70B. Therefore, the gross margin over that period was 100.0%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
BNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Bank of New York Mellon Corporation reported an operating income of 2.27B and revenue of 5.70B, resulting in an operating margin of 39.8%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
BNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Bank of New York Mellon Corporation reported a net income of 1.76B and revenue of 5.70B, resulting in a net margin of 30.9%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
BNY and IVZ have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.76%) compared to BNY (7.44%). In terms of maximum drawdown, BNY dropped -72.28% vs IVZ's -83.91%.
BNY currently has the higher Sharpe Ratio (2.96 vs 1.36), 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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