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.
Correlation
The correlation between IVZ and DOW is 0.54, 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
Key characteristics
IVZ:
0.06
DOW:
-1.37
IVZ:
0.43
DOW:
-2.13
IVZ:
1.06
DOW:
0.72
IVZ:
0.08
DOW:
-0.81
IVZ:
0.38
DOW:
-1.82
IVZ:
12.01%
DOW:
25.50%
IVZ:
37.56%
DOW:
34.72%
IVZ:
-83.87%
DOW:
-60.87%
IVZ:
-45.17%
DOW:
-50.89%
Fundamentals
IVZ:
$6.45B
DOW:
$21.50B
IVZ:
$1.25
DOW:
$0.40
IVZ:
11.53
DOW:
76.05
IVZ:
1.62
DOW:
1.34
IVZ:
1.05
DOW:
0.48
IVZ:
0.60
DOW:
1.22
IVZ:
$6.12B
DOW:
$42.63B
IVZ:
$2.93B
DOW:
$4.00B
IVZ:
$1.23B
DOW:
$4.51B
Returns By Period
In the year-to-date period, IVZ achieves a -14.21% return, which is significantly higher than DOW's -25.18% return.
IVZ
-14.21%
8.64%
-15.61%
2.33%
17.87%
-5.52%
DOW
-25.18%
-1.27%
-34.38%
-47.37%
2.27%
N/A
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Risk-Adjusted Performance
IVZ vs. DOW — Risk-Adjusted Performance Rank
IVZ
DOW
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 5.53%, less than DOW's 9.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 5.53% | 4.66% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
DOW Dow Inc. | 9.50% | 6.98% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IVZ vs. DOW - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.87%, 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) and Dow Inc. (DOW) have volatilities of 13.66% and 13.79%, 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.
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
IVZ vs. DOW - Profitability Comparison
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported a gross profit of 1.52B and revenue of 1.53B. Therefore, the gross margin over that period was 99.3%.
DOW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Dow Inc. reported a gross profit of 671.00M and revenue of 10.43B. Therefore, the gross margin over that period was 6.4%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported an operating income of 277.30M and revenue of 1.53B, resulting in an operating margin of 18.1%.
DOW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Dow Inc. reported an operating income of 29.00M and revenue of 10.43B, resulting in an operating margin of 0.3%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported a net income of 230.30M and revenue of 1.53B, resulting in a net margin of 15.1%.
DOW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Dow Inc. reported a net income of -310.00M and revenue of 10.43B, resulting in a net margin of -3.0%.