ENV vs. IVZ

Last updated Apr 1, 2026

Compare and contrast key facts about Envestnet, Inc. (ENV) and Invesco Ltd. (IVZ).

Performance

ENV vs. IVZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Envestnet, Inc. (ENV) and Invesco Ltd. (IVZ). The values are adjusted to include any dividend payments, if applicable.

ENV vs. IVZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-3.58%	18.18%	41.55%	-1.32%	41.42%
IVZ Invesco Ltd.	-6.79%	56.94%	3.02%	6.05%	-18.71%	35.56%	3.06%	14.91%	-52.05%	24.67%

Fundamentals

Total Revenue (TTM) ENV : $1.34B IVZ : $6.28B
Gross Profit (TTM) ENV : $911.20M IVZ : $2.22B
EBITDA (TTM) ENV : -$92.97M IVZ : $1.52B

Returns By Period

ENV

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVZ

• 1D: 4.29%
• 1M: -7.50%
• YTD: -6.79%
• 6M: 7.68%
• 1Y: 66.68%
• 3Y*: 20.18%
• 5Y*: 3.43%
• 10Y*: 2.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ENV vs. IVZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVZ

IVZ Risk / Return Rank: 86
IVZ Sharpe Ratio Rank: 87
IVZ Sortino Ratio Rank: 84
IVZ Omega Ratio Rank: 85
IVZ Calmar Ratio Rank: 86
IVZ Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENV vs. IVZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ENV	IVZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.66	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.09	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.06	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.17	—

Correlation

The correlation between ENV and IVZ is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ENV vs. IVZ - Dividend Comparison

ENV has not paid dividends to shareholders, while IVZ's dividend yield for the trailing twelve months is around 3.46%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ENV Envestnet, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IVZ Invesco Ltd.	3.46%	3.18%	4.66%	6.15%	4.07%	2.89%	4.45%	6.84%	7.11%	3.15%	3.66%	3.17%

Drawdowns

Drawdown Indicators

	ENV	IVZ	Difference
Max Drawdown Largest peak-to-trough decline	—	-83.91%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-22.63%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-53.45%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-79.72%	—
Current Drawdown Current decline from peak	—	-16.83%	—
Average Drawdown Average peak-to-trough decline	—	-36.16%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	8.09%	—

Volatility

Volatility by Period

	ENV	IVZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	10.53%	—
Volatility (6M) Calculated over the trailing 6-month period	—	24.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	40.47%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	36.55%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	39.28%	—

Financials