IVZ vs. DOW
Compare and contrast key facts about Invesco Ltd. (IVZ) and Dow Inc. (DOW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVZ or DOW.
Key characteristics
| IVZ | DOW | |
|---|---|---|
| YTD Return | -9.02% | 9.38% |
| 1Y Return | 9.43% | 20.26% |
| 3Y Return (Ann) | -12.62% | -0.07% |
| 5Y Return (Ann) | -0.66% | 9.01% |
| Sharpe Ratio | 0.27 | 1.04 |
| Daily Std Dev | 32.04% | 19.77% |
| Max Drawdown | -90.60% | -60.87% |
| Current Drawdown | -70.10% | -7.01% |
Fundamentals
| IVZ | DOW | |
|---|---|---|
| Market Cap | $7.20B | $41.62B |
| EPS | -$0.74 | $1.68 |
| PE Ratio | 12.27 | 35.23 |
| PEG Ratio | 1.49 | 0.78 |
| Revenue (TTM) | $5.77B | $43.54B |
| Gross Profit (TTM) | $1.90B | $8.56B |
| EBITDA (TTM) | $998.80M | $5.09B |
Correlation
The correlation between IVZ and DOW 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.
Performance
IVZ vs. DOW - Performance Comparison
In the year-to-date period, IVZ achieves a -9.02% return, which is significantly lower than DOW's 9.38% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IVZ vs. DOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and Dow Inc. (DOW). 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.
Dividends
IVZ vs. DOW - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 5.02%, more than DOW's 4.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 5.02% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% | 2.33% |
DOW Dow Inc. | 4.73% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IVZ vs. DOW - Drawdown Comparison
The maximum IVZ drawdown since its inception was -90.60%, which is greater than DOW's maximum drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for IVZ and DOW. For additional features, visit the drawdowns tool.
Volatility
IVZ vs. DOW - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 9.38% compared to Dow Inc. (DOW) at 3.96%. This indicates that IVZ's price experiences larger fluctuations and is considered to be riskier than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IVZ vs. DOW - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and Dow Inc.. 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