IVZ vs. GE
IVZ (Invesco Ltd.) and GE (General Electric Company) are both stocks. IVZ operates in Asset Management (Financial Services), while GE operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, IVZ returned 5.37%/yr vs 10.12%/yr for GE. At a 0.44 correlation, their price movements are largely independent.
Performance
IVZ vs. GE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IVZ having a 15.75% return and GE slightly lower at 15.15%. Over the past 10 years, IVZ has underperformed GE with an annualized return of 5.37%, while GE has yielded a comparatively higher 10.12% annualized return.
IVZ
- 1D
- 0.44%
- 1M
- 15.25%
- 6M
- 7.07%
- YTD
- 15.75%
- 1Y
- 44.56%
- 3Y*
- 28.09%
- 5Y*
- 8.68%
- 10Y*
- 5.37%
- ALL TIME*
- 8.14%
GE
- 1D
- 1.36%
- 1M
- -3.20%
- 6M
- 20.70%
- YTD
- 15.15%
- 1Y
- 32.65%
- 3Y*
- 56.67%
- 5Y*
- 41.73%
- 10Y*
- 10.12%
- ALL TIME*
- 8.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.53B | $1.64B | $1.67B | |
IVZ Invesco Ltd. | $140.57M | $131.54M | $143.36M |
IVZ vs. GE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 15.75% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
GE General Electric Company | 15.15% | 85.73% | 64.83% | 95.71% | -10.92% | 9.69% | -2.73% | 54.00% | -55.39% | -42.92% |
Correlation
The correlation between IVZ and GE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1995 | 0.44 |
The correlation between IVZ and GE shifts across timeframes, from 0.28 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
IVZ:
$13.27B
GE:
$367.02B
IVZ:
-$0.62
GE:
$8.48
IVZ:
2.13
GE:
7.38
IVZ:
$6.38B
GE:
$50.68B
IVZ:
$2.75B
GE:
$17.96B
IVZ:
$1.38B
GE:
$11.56B
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Return for Risk
IVZ vs. GE — Risk / Return Rank
IVZ
GE
IVZ vs. GE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and General Electric Company (GE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IVZ | GE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.57 | +0.46 |
| Martin ratioReturn relative to average drawdown | 5.35 | 4.16 | +1.19 |
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Drawdowns
IVZ vs. GE - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.91%, roughly equal to the maximum GE drawdown of -85.53%. Use the drawdown chart below to compare losses from any high point for IVZ and GE.
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Drawdown Indicators
| IVZ | GE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -85.53% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -22.03% | -20.85% | -1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -36.52% | -21.36% | -15.16% |
Max Drawdown (5Y)Largest decline over 5 years | -48.88% | -44.94% | -3.94% |
Max Drawdown (10Y)Largest decline over 10 years | -79.72% | -80.94% | +1.22% |
Current DrawdownCurrent decline from peak | -1.87% | -6.59% | +4.72% |
Average DrawdownAverage peak-to-trough decline | -35.86% | -25.75% | -10.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 7.87% | +0.49% |
Volatility
IVZ vs. GE - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 9.76% compared to General Electric Company (GE) at 7.94%. This indicates that IVZ's price experiences larger fluctuations and is considered to be riskier than GE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVZ | GE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 7.94% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 26.19% | 25.62% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.92% | 31.92% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.66% | 30.93% | +5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.16% | 36.41% | +2.75% |
Dividends
IVZ vs. GE - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 2.82%, more than GE's 0.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 0.47% | 0.47% | 0.67% | 0.25% | 0.38% | 0.34% | 0.37% | 4.12% | 4.89% | 4.81% | 2.94% | 2.95% |
IVZ Invesco Ltd. | 2.82% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Financials
IVZ vs. GE - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and General Electric Company. 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. GE - Profitability Comparison
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
GE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, General Electric Company reported a gross profit of 4.68B and revenue of 13.35B. Therefore, the gross margin over that period was 35.0%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
GE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, General Electric Company reported an operating income of 2.37B and revenue of 13.35B, resulting in an operating margin of 17.8%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
GE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, General Electric Company reported a net income of 2.37B and revenue of 13.35B, resulting in a net margin of 17.8%.
Frequently Asked Questions
IVZ and GE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.76%) compared to GE (7.94%). In terms of maximum drawdown, IVZ dropped -83.91% vs GE's -85.53%.
IVZ currently has the higher Sharpe Ratio (1.36 vs 1.03), 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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