JHG vs. IVZ
JHG (Janus Henderson Group plc) and IVZ (Invesco Ltd.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Their 0.61 correlation means they have sometimes moved together and sometimes differently.
Performance
JHG vs. IVZ - Performance Comparison
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Returns By Period
JHG
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IVZ Invesco Ltd. | $157.09M | $144.33M | $142.93M |
JHG vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHG Janus Henderson Group plc | 9.21% | 16.22% | 47.54% | 36.00% | -40.46% | 34.18% | 41.87% | 25.86% | -43.21% | 38.52% |
IVZ Invesco Ltd. | 14.47% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between JHG and IVZ is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2000 | 0.61 |
The correlation between JHG and IVZ shifts across timeframes, from 0.45 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
JHG:
$7.57
IVZ:
-$0.22
JHG:
1.67
IVZ:
1.95
JHG:
$3.17B
IVZ:
$6.90B
JHG:
$2.26B
IVZ:
$4.65B
JHG:
$771.20M
IVZ:
$1.36B
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Return for Risk
JHG vs. IVZ — Risk / Return Rank
JHG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IVZ
JHG vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Group plc (JHG) and Invesco Ltd. (IVZ). 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.
| JHG | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.09 | — |
| Martin ratioReturn relative to average drawdown | — | 5.51 | — |
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Drawdowns
JHG vs. IVZ - Drawdown Comparison
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Drawdown Indicators
| JHG | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -83.91% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -36.52% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -48.88% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -79.72% | — |
Current DrawdownCurrent decline from peak | — | -2.95% | — |
Average DrawdownAverage peak-to-trough decline | — | -35.84% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.33% | — |
Volatility
JHG vs. IVZ - Volatility Comparison
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Volatility by Period
| JHG | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 12.19% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.39% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 33.61% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 36.76% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 39.22% | — |
Dividends
JHG vs. IVZ - Dividend Comparison
JHG has not paid dividends to shareholders, while IVZ's dividend yield for the trailing twelve months is around 2.85%.
| 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% |
JHG Janus Henderson Group plc | 1.54% | 3.34% | 3.67% | 5.17% | 6.59% | 3.58% | 4.43% | 5.89% | 6.76% | 1.67% | 0.00% | 0.00% |
Financials
JHG vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Janus Henderson Group plc and Invesco Ltd.. 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
JHG vs. IVZ - Profitability Comparison
JHG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported a gross profit of 489.00M and revenue of 690.00M. Therefore, the gross margin over that period was 70.9%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Invesco Ltd. reported a gross profit of 1.82B and revenue of 1.83B. Therefore, the gross margin over that period was 99.6%.
JHG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported an operating income of 113.90M and revenue of 690.00M, resulting in an operating margin of 16.5%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Invesco Ltd. reported an operating income of 364.20M and revenue of 1.83B, resulting in an operating margin of 20.0%.
JHG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported a net income of 90.90M and revenue of 690.00M, resulting in a net margin of 13.2%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Invesco Ltd. reported a net income of 345.30M and revenue of 1.83B, resulting in a net margin of 18.9%.
Frequently Asked Questions
JHG and IVZ have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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