GOOG vs. IVZ
GOOG (Alphabet Inc) and IVZ (Invesco Ltd.) are both stocks. GOOG operates in Internet Content & Information (Communication Services), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, GOOG returned 26.05%/yr vs 4.48%/yr for IVZ. At a 0.39 correlation, their price movements are largely independent.
Performance
GOOG vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, GOOG achieves a 15.25% return, which is significantly higher than IVZ's 6.54% return. Over the past 10 years, GOOG has outperformed IVZ with an annualized return of 26.05%, while IVZ has yielded a comparatively lower 4.48% annualized return.
GOOG
- 1D
- -1.20%
- 1M
- -8.98%
- YTD
- 15.25%
- 6M
- 15.01%
- 1Y
- 107.32%
- 3Y*
- 43.67%
- 5Y*
- 23.94%
- 10Y*
- 26.05%
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%
GOOG vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOOG Alphabet Inc | 15.25% | 65.42% | 35.62% | 58.83% | -38.67% | 65.17% | 31.03% | 29.10% | -1.03% | 35.58% |
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 GOOG and IVZ is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2014 | 0.39 |
The correlation between GOOG and IVZ shifts across timeframes, from 0.30 (3 years) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
GOOG:
$13.11
IVZ:
-$0.62
GOOG:
10.44
IVZ:
1.96
GOOG:
$422.57B
IVZ:
$6.38B
GOOG:
$255.12B
IVZ:
$2.75B
GOOG:
$174.08B
IVZ:
$1.38B
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Return for Risk
GOOG vs. IVZ — Risk / Return Rank
GOOG
IVZ
GOOG vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alphabet Inc (GOOG) 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.
| GOOG | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.46 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 5.20 | 4.48 | +0.72 |
| Martin ratioReturn relative to average drawdown | 18.68 | 12.09 | +6.59 |
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
| GOOG | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.76 | 2.82 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.11 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.11 | +0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.18 | +0.64 |
Drawdowns
GOOG vs. IVZ - Drawdown Comparison
The maximum GOOG drawdown since its inception was -44.60%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for GOOG and IVZ.
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Drawdown Indicators
| GOOG | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -83.91% | +39.31% |
Max Drawdown (1Y)Largest decline over 1 year | -20.75% | -22.03% | +1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -29.35% | -36.52% | +7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -44.60% | -53.40% | +8.80% |
Max Drawdown (10Y)Largest decline over 10 years | -44.60% | -79.72% | +35.12% |
Current DrawdownCurrent decline from peak | -9.44% | -4.93% | -4.51% |
Average DrawdownAverage peak-to-trough decline | -8.89% | -36.00% | +27.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | 8.15% | -2.38% |
Volatility
GOOG vs. IVZ - Volatility Comparison
The current volatility for Alphabet Inc (GOOG) is 8.43%, while Invesco Ltd. (IVZ) has a volatility of 9.52%. This indicates that GOOG 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
| GOOG | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 9.52% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 20.50% | 25.49% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.74% | 35.09% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.14% | 36.58% | -5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.02% | 39.41% | -10.39% |
Dividends
GOOG vs. IVZ - Dividend Comparison
GOOG's dividend yield for the trailing twelve months is around 0.29%, less than IVZ's 3.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG Alphabet Inc | 0.29% | 0.26% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
GOOG vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Alphabet 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
GOOG vs. IVZ - Profitability Comparison
GOOG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a gross profit of 68.63B and revenue of 109.90B. Therefore, the gross margin over that period was 62.5%.
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%.
GOOG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported an operating income of 39.70B and revenue of 109.90B, resulting in an operating margin of 36.1%.
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%.
GOOG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc reported a net income of 62.58B and revenue of 109.90B, resulting in a net margin of 56.9%.
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
GOOG and IVZ have a correlation of 0.35, 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 GOOG (8.43%). In terms of maximum drawdown, GOOG dropped -44.60% vs IVZ's -83.91%.
GOOG currently has the higher Sharpe Ratio (3.76 vs 2.82), 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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