IVZ vs. UBS
IVZ (Invesco Ltd.) and UBS (UBS Group AG) are both stocks. Both are in the Financial Services sector — IVZ in Asset Management, UBS in Banks - Diversified. Over the past 10 years, IVZ returned 4.48%/yr vs 15.82%/yr for UBS. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
IVZ vs. UBS - Performance Comparison
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Returns By Period
In the year-to-date period, IVZ achieves a 6.54% return, which is significantly higher than UBS's 3.43% return. Over the past 10 years, IVZ has underperformed UBS with an annualized return of 4.48%, while UBS has yielded a comparatively higher 15.82% annualized return.
IVZ
- 1D
- 0.73%
- 1M
- 0.64%
- YTD
- 6.54%
- 6M
- 8.44%
- 1Y
- 98.16%
- 3Y*
- 25.82%
- 5Y*
- 3.83%
- 10Y*
- 4.48%
UBS
- 1D
- 0.60%
- 1M
- 4.55%
- YTD
- 3.43%
- 6M
- 16.80%
- 1Y
- 42.47%
- 3Y*
- 37.29%
- 5Y*
- 26.95%
- 10Y*
- 15.82%
IVZ vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 6.54% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
UBS UBS Group AG | 3.43% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Correlation
The correlation between IVZ and UBS is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2014 | 0.58 |
The correlation between IVZ and UBS has been stable across timeframes, ranging from 0.48 to 0.58 - a consistent structural relationship.
Fundamentals
IVZ:
-$0.62
UBS:
$2.24
IVZ:
1.96
UBS:
2.58
IVZ:
$6.38B
UBS:
$64.08B
IVZ:
$2.75B
UBS:
$42.48B
IVZ:
$1.38B
UBS:
$11.15B
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Return for Risk
IVZ vs. UBS — Risk / Return Rank
IVZ
UBS
IVZ vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and UBS Group AG (UBS). 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 | UBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.28 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.48 | 1.64 | +2.84 |
| Martin ratioReturn relative to average drawdown | 12.09 | 4.36 | +7.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVZ | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.82 | 1.65 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.89 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.52 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.39 | -0.21 |
Drawdowns
IVZ vs. UBS - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.91%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for IVZ and UBS.
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Drawdown Indicators
| IVZ | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -61.38% | -22.53% |
Max Drawdown (1Y)Largest decline over 1 year | -22.03% | -26.07% | +4.04% |
Max Drawdown (3Y)Largest decline over 3 years | -36.52% | -27.00% | -9.52% |
Max Drawdown (5Y)Largest decline over 5 years | -53.40% | -33.41% | -19.99% |
Max Drawdown (10Y)Largest decline over 10 years | -79.72% | -61.38% | -18.34% |
Current DrawdownCurrent decline from peak | -4.93% | -2.74% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -36.00% | -19.25% | -16.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.15% | 9.81% | -1.66% |
Volatility
IVZ vs. UBS - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 9.52% compared to UBS Group AG (UBS) at 7.09%. This indicates that IVZ's price experiences larger fluctuations and is considered to be riskier than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVZ | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.52% | 7.09% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 25.49% | 20.67% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.09% | 25.85% | +9.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.58% | 30.31% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.41% | 30.38% | +9.03% |
Dividends
IVZ vs. UBS - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 3.07%, more than UBS's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 3.07% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
UBS UBS Group AG | 1.16% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
Financials
IVZ vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and UBS Group AG. 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. UBS - Profitability Comparison
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
UBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a gross profit of 14.51B and revenue of 20.20B. Therefore, the gross margin over that period was 71.8%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
UBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported an operating income of 3.77B and revenue of 20.20B, resulting in an operating margin of 18.7%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
UBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, UBS Group AG reported a net income of 2.98B and revenue of 20.20B, resulting in a net margin of 14.8%.
Frequently Asked Questions
IVZ and UBS have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.52%) compared to UBS (7.09%). In terms of maximum drawdown, IVZ dropped -83.91% vs UBS's -61.38%.
IVZ currently has the higher Sharpe Ratio (2.82 vs 1.65), 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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