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. Over the past 10 years, JHG returned 9.57%/yr vs 3.79%/yr for IVZ. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
JHG vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, JHG achieves a 8.79% return, which is significantly higher than IVZ's 6.66% return. Over the past 10 years, JHG has outperformed IVZ with an annualized return of 9.57%, while IVZ has yielded a comparatively lower 3.79% annualized return.
JHG
- 1D
- 0.04%
- 1M
- 0.29%
- YTD
- 8.79%
- 6M
- 19.08%
- 1Y
- 45.51%
- 3Y*
- 28.61%
- 5Y*
- 10.45%
- 10Y*
- 9.57%
IVZ
- 1D
- -0.14%
- 1M
- 7.36%
- YTD
- 6.66%
- 6M
- 15.59%
- 1Y
- 98.51%
- 3Y*
- 28.24%
- 5Y*
- 3.41%
- 10Y*
- 3.79%
JHG vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHG Janus Henderson Group plc | 8.79% | 16.22% | 47.54% | 36.00% | -40.46% | 34.18% | 41.87% | 25.86% | -43.21% | 38.52% |
IVZ Invesco Ltd. | 6.66% | 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 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2000 | 0.62 |
The correlation between JHG and IVZ shifts across timeframes, from 0.51 (1 year) to 0.73 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
JHG:
$6.70
IVZ:
-$0.62
JHG:
1.88
IVZ:
1.96
JHG:
$3.17B
IVZ:
$6.38B
JHG:
$2.26B
IVZ:
$2.75B
JHG:
$771.20M
IVZ:
$1.38B
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Return for Risk
JHG vs. IVZ — Risk / Return Rank
JHG
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.
| JHG | IVZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.09 | 2.87 | -0.78 |
Sortino ratioReturn per unit of downside risk | 3.26 | 3.54 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.47 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 4.57 | 4.42 | +0.15 |
Martin ratioReturn relative to average drawdown | 14.30 | 12.00 | +2.30 |
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
| JHG | IVZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 2.87 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.09 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.10 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.18 | -0.18 |
Drawdowns
JHG vs. IVZ - Drawdown Comparison
The maximum JHG drawdown since its inception was -92.68%, which is greater than IVZ's maximum drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for JHG and IVZ.
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Drawdown Indicators
| JHG | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.68% | -83.91% | -8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.86% | -22.03% | +12.17% |
Max Drawdown (3Y)Largest decline over 3 years | -35.29% | -36.52% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -57.36% | -53.40% | -3.96% |
Max Drawdown (10Y)Largest decline over 10 years | -67.21% | -79.72% | +12.51% |
Current DrawdownCurrent decline from peak | -29.96% | -4.82% | -25.14% |
Average DrawdownAverage peak-to-trough decline | -67.18% | -36.01% | -31.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 8.12% | -4.96% |
Volatility
JHG vs. IVZ - Volatility Comparison
The current volatility for Janus Henderson Group plc (JHG) is 0.46%, while Invesco Ltd. (IVZ) has a volatility of 8.35%. This indicates that JHG experiences smaller price fluctuations and is considered to be less risky than IVZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JHG | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 8.35% | -7.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 25.08% | -15.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.89% | 34.56% | -12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.48% | 36.51% | -5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.18% | 39.38% | -5.20% |
Dividends
JHG vs. IVZ - Dividend Comparison
JHG's dividend yield for the trailing twelve months is around 1.55%, less than IVZ's 3.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 3.06% | 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 | 1.55% | 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 Jun 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 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%.
JHG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
JHG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, Invesco Ltd. reported a net income of -1.06B and revenue of 1.69B, resulting in a net margin of -62.7%.
Frequently Asked Questions
JHG and IVZ have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (8.35%) compared to JHG (0.46%). In terms of maximum drawdown, JHG dropped -92.68% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (2.87 vs 2.09), 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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