IVZ vs. UL
Compare and contrast key facts about Invesco Ltd. (IVZ) and The Unilever Group (UL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVZ or UL.
Correlation
The correlation between IVZ and UL is 0.44, 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. UL - Performance Comparison
Key characteristics
IVZ:
0.06
UL:
1.12
IVZ:
0.43
UL:
1.72
IVZ:
1.06
UL:
1.24
IVZ:
0.08
UL:
1.42
IVZ:
0.38
UL:
3.03
IVZ:
12.01%
UL:
7.47%
IVZ:
37.56%
UL:
18.72%
IVZ:
-83.87%
UL:
-53.55%
IVZ:
-45.17%
UL:
-4.48%
Fundamentals
IVZ:
$6.45B
UL:
$154.71B
IVZ:
$1.25
UL:
$2.61
IVZ:
11.53
UL:
24.13
IVZ:
1.62
UL:
3.07
IVZ:
1.05
UL:
2.57
IVZ:
0.60
UL:
6.89
IVZ:
$6.12B
UL:
$60.76B
IVZ:
$2.93B
UL:
$60.76B
IVZ:
$1.23B
UL:
$13.01B
Returns By Period
In the year-to-date period, IVZ achieves a -14.21% return, which is significantly lower than UL's 11.15% return. Over the past 10 years, IVZ has underperformed UL with an annualized return of -5.52%, while UL has yielded a comparatively higher 6.97% annualized return.
IVZ
-14.21%
8.64%
-15.61%
2.33%
17.87%
-5.52%
UL
11.15%
5.18%
6.82%
20.86%
7.54%
6.97%
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Risk-Adjusted Performance
IVZ vs. UL — Risk-Adjusted Performance Rank
IVZ
UL
IVZ vs. UL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Ltd. (IVZ) and The Unilever Group (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.
Dividends
IVZ vs. UL - Dividend Comparison
IVZ's dividend yield for the trailing twelve months is around 5.53%, more than UL's 3.00% 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% |
UL The Unilever Group | 3.00% | 3.29% | 3.83% | 3.61% | 3.77% | 3.07% | 3.17% | 3.46% | 2.79% | 3.40% | 3.02% | 3.69% |
Drawdowns
IVZ vs. UL - Drawdown Comparison
The maximum IVZ drawdown since its inception was -83.87%, 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. For additional features, visit the drawdowns tool.
Volatility
IVZ vs. UL - Volatility Comparison
Invesco Ltd. (IVZ) has a higher volatility of 13.66% compared to The Unilever Group (UL) at 6.37%. 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.
Financials
IVZ vs. UL - Financials Comparison
This section allows you to compare key financial metrics between Invesco Ltd. and The Unilever Group. 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. UL - 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%.
UL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Unilever Group reported a gross profit of 29.64B and revenue of 29.64B. Therefore, the gross margin over that period was 100.0%.
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%.
UL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Unilever Group reported an operating income of 3.45B and revenue of 29.64B, resulting in an operating margin of 11.6%.
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%.
UL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Unilever Group reported a net income of 2.04B and revenue of 29.64B, resulting in a net margin of 6.9%.