IVZ vs. BEN

Last updated Apr 2, 2026

Compare and contrast key facts about Invesco Ltd. (IVZ) and Franklin Resources, Inc. (BEN).

Performance

IVZ vs. BEN - Performance Comparison

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

IVZ vs. BEN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IVZ Invesco Ltd.	-6.68%	56.94%	3.02%	6.05%	-18.71%	35.56%	3.06%	14.91%	-52.05%	24.67%
BEN Franklin Resources, Inc.	0.19%	24.76%	-27.21%	16.96%	-17.52%	38.88%	1.46%	-9.29%	-23.34%	11.58%

Fundamentals

EPS IVZ : $2.31 BEN : $1.79
PE Ratio IVZ : 10.54 BEN : 13.16
PS Ratio IVZ : 1.76 BEN : 0.92
Total Revenue (TTM) IVZ : $6.28B BEN : $8.85B
Gross Profit (TTM) IVZ : $2.22B BEN : $6.39B
EBITDA (TTM) IVZ : $1.52B BEN : $1.22B

Returns By Period

In the year-to-date period, IVZ achieves a -6.68% return, which is significantly lower than BEN's 0.19% return. Over the past 10 years, IVZ has outperformed BEN with an annualized return of 2.19%, while BEN has yielded a comparatively lower -0.22% annualized return.

IVZ

• 1D: 0.12%
• 1M: -6.93%
• YTD: -6.68%
• 6M: 7.12%
• 1Y: 66.66%
• 3Y*: 20.23%
• 5Y*: 3.46%
• 10Y*: 2.19%

BEN

• 1D: -0.13%
• 1M: -11.35%
• YTD: 0.19%
• 6M: 7.64%
• 1Y: 29.16%
• 3Y*: 1.00%
• 5Y*: 0.01%
• 10Y*: -0.22%

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

Return for Risk

IVZ vs. BEN — Risk / Return Rank

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

IVZ

IVZ Risk / Return Rank: 84
IVZ Sharpe Ratio Rank: 86
IVZ Sortino Ratio Rank: 82
IVZ Omega Ratio Rank: 83
IVZ Calmar Ratio Rank: 85
IVZ Martin Ratio Rank: 85

BEN

BEN Risk / Return Rank: 70
BEN Sharpe Ratio Rank: 73
BEN Sortino Ratio Rank: 67
BEN Omega Ratio Rank: 65
BEN Calmar Ratio Rank: 71
BEN Martin Ratio Rank: 71

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.

IVZ vs. BEN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and Franklin Resources, Inc. (BEN). 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.

	IVZ	BEN	Difference
Sharpe ratio Return per unit of total volatility	1.66	0.96	+0.69
Sortino ratio Return per unit of downside risk	2.28	1.50	+0.78
Omega ratio Gain probability vs. loss probability	1.32	1.19	+0.13
Calmar ratio Return relative to maximum drawdown	2.96	1.54	+1.42
Martin ratio Return relative to average drawdown	8.20	3.87	+4.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IVZ vs. BEN - Sharpe Ratio Comparison

The current IVZ Sharpe Ratio is 1.66, which is higher than the BEN Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of IVZ and BEN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	IVZ	BEN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.66	0.96	+0.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.10	0.00	+0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.06	-0.01	+0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.45	-0.28

Correlation

The correlation between IVZ and BEN is 0.59, 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

IVZ vs. BEN - Dividend Comparison

IVZ's dividend yield for the trailing twelve months is around 3.45%, less than BEN's 5.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IVZ Invesco Ltd.	3.45%	3.18%	4.66%	6.15%	4.07%	2.89%	4.45%	6.84%	7.11%	3.15%	3.66%	3.17%
BEN Franklin Resources, Inc.	5.51%	5.40%	7.69%	3.02%	4.44%	3.37%	4.36%	4.04%	13.32%	1.92%	1.87%	1.71%

Drawdowns

IVZ vs. BEN - Drawdown Comparison

The maximum IVZ drawdown since its inception was -83.91%, which is greater than BEN's maximum drawdown of -72.80%. Use the drawdown chart below to compare losses from any high point for IVZ and BEN.

Drawdown Indicators

	IVZ	BEN	Difference
Max Drawdown Largest peak-to-trough decline	-83.91%	-72.80%	-11.11%
Max Drawdown (1Y) Largest decline over 1 year	-22.63%	-19.21%	-3.42%
Max Drawdown (5Y) Largest decline over 5 years	-53.45%	-47.43%	-6.02%
Max Drawdown (10Y) Largest decline over 10 years	-79.72%	-62.10%	-17.62%
Current Drawdown Current decline from peak	-16.72%	-32.33%	+15.61%
Average Drawdown Average peak-to-trough decline	-36.15%	-22.91%	-13.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.16%	7.64%	+0.52%

Volatility

IVZ vs. BEN - Volatility Comparison

Invesco Ltd. (IVZ) and Franklin Resources, Inc. (BEN) have volatilities of 10.13% and 10.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IVZ	BEN	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.13%	10.29%	-0.16%
Volatility (6M) Calculated over the trailing 6-month period	24.45%	20.25%	+4.20%
Volatility (1Y) Calculated over the trailing 1-year period	40.47%	30.48%	+9.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.54%	32.12%	+4.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	39.27%	32.83%	+6.44%

Financials

IVZ vs. BEN - Profitability Comparison

The chart below illustrates the profitability comparison between Invesco Ltd. and Franklin Resources, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

IVZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported a gross profit of 560.50M and revenue of 1.64B. Therefore, the gross margin over that period was 34.2%.

BEN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported a gross profit of 1.17B and revenue of 2.33B. Therefore, the gross margin over that period was 50.5%.

IVZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported an operating income of 270.90M and revenue of 1.64B, resulting in an operating margin of 16.5%.

BEN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported an operating income of 281.00M and revenue of 2.33B, resulting in an operating margin of 12.1%.

IVZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Invesco Ltd. reported a net income of 345.70M and revenue of 1.64B, resulting in a net margin of 21.1%.

BEN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Franklin Resources, Inc. reported a net income of 255.50M and revenue of 2.33B, resulting in a net margin of 11.0%.