IVZ vs. UL
IVZ (Invesco Ltd.) and UL (Unilever PLC) are both stocks. IVZ operates in Asset Management (Financial Services), while UL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, IVZ returned 5.29%/yr vs 5.32%/yr for UL. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
IVZ vs. UL - Performance Comparison
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Returns By Period
In the year-to-date period, IVZ achieves a 14.47% return, which is significantly higher than UL's -1.37% return. Both investments have delivered pretty close results over the past 10 years, with IVZ having a 5.29% annualized return and UL not far ahead at 5.32%.
IVZ
- 1D
- 0.61%
- 1M
- 9.59%
- 6M
- 10.19%
- YTD
- 14.47%
- 1Y
- 48.65%
- 3Y*
- 27.08%
- 5Y*
- 8.83%
- 10Y*
- 5.29%
- ALL TIME*
- 8.10%
UL
- 1D
- -2.85%
- 1M
- 1.49%
- 6M
- -5.64%
- YTD
- -1.37%
- 1Y
- -3.63%
- 3Y*
- 5.24%
- 5Y*
- 3.14%
- 10Y*
- 5.32%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IVZ Invesco Ltd. | $157.09M | $144.33M | $142.93M |
| $387.98M | $308.85M | $260.04M |
IVZ vs. UL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 14.47% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
UL Unilever PLC | -1.37% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
Correlation
The correlation between IVZ and UL is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1995 | 0.31 |
The correlation between IVZ and UL shifts across timeframes, from -0.01 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
IVZ:
$13.12B
UL:
$136.60B
IVZ:
-$0.22
UL:
€5.38
IVZ:
1.95
UL:
1.09
IVZ:
$6.90B
UL:
€111.11B
IVZ:
$4.65B
UL:
€111.26B
IVZ:
$1.36B
UL:
€24.12B
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Return for Risk
IVZ vs. UL — Risk / Return Rank
IVZ
UL
IVZ vs. UL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and Unilever PLC (UL). 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 | UL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.02 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | -0.01 | +2.10 |
| Martin ratioReturn relative to average drawdown | 5.51 | -0.02 | +5.53 |
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Drawdowns
IVZ vs. UL - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.91%, which is greater than UL's maximum drawdown of -53.55%. Use the drawdown chart below to compare losses from any high point for IVZ and UL.
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Drawdown Indicators
| IVZ | UL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -53.55% | -30.36% |
Max Drawdown (1Y)Largest decline over 1 year | -22.03% | -25.09% | +3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -36.52% | -25.09% | -11.43% |
Max Drawdown (5Y)Largest decline over 5 years | -48.88% | -25.09% | -23.79% |
Max Drawdown (10Y)Largest decline over 10 years | -79.72% | -30.13% | -49.59% |
Current DrawdownCurrent decline from peak | -2.95% | -13.52% | +10.57% |
Average DrawdownAverage peak-to-trough decline | -35.84% | -10.63% | -25.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.33% | 13.47% | -5.14% |
Volatility
IVZ vs. UL - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 12.19% compared to Unilever PLC (UL) at 11.44%. This indicates that IVZ's price experiences larger fluctuations and is considered to be riskier than UL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVZ | UL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.19% | 11.44% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 26.39% | 19.70% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.61% | 24.32% | +9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.76% | 21.32% | +15.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.22% | 21.76% | +17.46% |
Dividends
IVZ vs. UL - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 2.85%, less than UL's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 2.85% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
UL Unilever PLC | 3.60% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
Financials
IVZ vs. UL - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and Unilever PLC. 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
Frequently Asked Questions
IVZ and UL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (12.19%) compared to UL (11.44%). In terms of maximum drawdown, IVZ dropped -83.91% vs UL's -53.55%.
IVZ currently has the higher Sharpe Ratio (1.37 vs -0.01), 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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