IVZ vs. GOOGL
IVZ (Invesco Ltd.) and GOOGL (Alphabet Inc. Class A) are both stocks. IVZ operates in Asset Management (Financial Services), while GOOGL operates in Internet Content & Information (Communication Services). Over the past 10 years, IVZ returned 5.37%/yr vs 23.89%/yr for GOOGL. At a 0.39 correlation, their price movements are largely independent.
Performance
IVZ vs. GOOGL - Performance Comparison
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Returns By Period
In the year-to-date period, IVZ achieves a 15.75% return, which is significantly higher than GOOGL's 2.29% return. Over the past 10 years, IVZ has underperformed GOOGL with an annualized return of 5.37%, while GOOGL has yielded a comparatively higher 23.89% 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%
GOOGL
- 1D
- 0.65%
- 1M
- -7.40%
- 6M
- -2.37%
- YTD
- 2.29%
- 1Y
- 66.86%
- 3Y*
- 38.20%
- 5Y*
- 19.38%
- 10Y*
- 23.89%
- ALL TIME*
- 24.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.00B | $11.89B | $12.04B | |
IVZ Invesco Ltd. | $140.57M | $131.54M | $143.36M |
IVZ vs. GOOGL - 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% |
GOOGL Alphabet Inc. Class A | 2.29% | 65.99% | 36.01% | 58.32% | -39.09% | 65.30% | 30.85% | 28.18% | -0.80% | 32.93% |
Correlation
The correlation between IVZ and GOOGL 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 | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2004 | 0.39 |
Fundamentals
IVZ:
$13.27B
GOOGL:
$3.87T
IVZ:
-$0.62
GOOGL:
$19.94
IVZ:
2.13
GOOGL:
8.78
IVZ:
$6.38B
GOOGL:
$445.93B
IVZ:
$2.75B
GOOGL:
$271.59B
IVZ:
$1.38B
GOOGL:
$325.74B
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Return for Risk
IVZ vs. GOOGL — Risk / Return Rank
IVZ
GOOGL
IVZ vs. GOOGL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and Alphabet Inc. Class A (GOOGL). 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 | GOOGL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.38 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 3.19 | -1.16 |
| Martin ratioReturn relative to average drawdown | 5.35 | 9.52 | -4.17 |
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Drawdowns
IVZ vs. GOOGL - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.91%, which is greater than GOOGL's maximum drawdown of -65.29%. Use the drawdown chart below to compare losses from any high point for IVZ and GOOGL.
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Drawdown Indicators
| IVZ | GOOGL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -65.29% | -18.62% |
Max Drawdown (1Y)Largest decline over 1 year | -22.03% | -21.05% | -0.98% |
Max Drawdown (3Y)Largest decline over 3 years | -36.52% | -29.81% | -6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -48.88% | -44.32% | -4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -79.72% | -44.32% | -35.40% |
Current DrawdownCurrent decline from peak | -1.87% | -20.54% | +18.67% |
Average DrawdownAverage peak-to-trough decline | -35.86% | -13.01% | -22.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 7.04% | +1.32% |
Volatility
IVZ vs. GOOGL - Volatility Comparison
The current volatility for Invesco Ltd. (IVZ) is 9.76%, while Alphabet Inc. Class A (GOOGL) has a volatility of 11.85%. This indicates that IVZ experiences smaller price fluctuations and is considered to be less risky than GOOGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVZ | GOOGL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 11.85% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 26.19% | 23.77% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.92% | 31.36% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.66% | 31.80% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.16% | 29.36% | +9.80% |
Dividends
IVZ vs. GOOGL - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 2.82%, more than GOOGL's 0.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL Alphabet Inc. Class A | 0.27% | 0.27% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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. GOOGL - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and Alphabet Inc. Class A. 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. GOOGL - 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%.
GOOGL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Alphabet Inc. Class A reported a gross profit of 73.85B and revenue of 119.80B. Therefore, the gross margin over that period was 61.7%.
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%.
GOOGL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Alphabet Inc. Class A reported an operating income of 40.77B and revenue of 119.80B, resulting in an operating margin of 34.0%.
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%.
GOOGL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Alphabet Inc. Class A reported a net income of 112.19B and revenue of 119.80B, resulting in a net margin of 93.7%.
Frequently Asked Questions
IVZ and GOOGL 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.
GOOGL has higher volatility (11.85%) compared to IVZ (9.76%). In terms of maximum drawdown, IVZ dropped -83.91% vs GOOGL's -65.29%.
GOOGL currently has the higher Sharpe Ratio (2.14 vs 1.36), 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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