TEL vs. IVZ
TEL (TE Connectivity Ltd.) and IVZ (Invesco Ltd.) are both stocks. TEL operates in Electronic Components (Technology), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, TEL returned 14.74%/yr vs 5.37%/yr for IVZ. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
TEL vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, TEL achieves a -10.18% return, which is significantly lower than IVZ's 15.75% return. Over the past 10 years, TEL has outperformed IVZ with an annualized return of 14.74%, while IVZ has yielded a comparatively lower 5.37% annualized return.
TEL
- 1D
- 2.09%
- 1M
- 2.21%
- 6M
- -8.71%
- YTD
- -10.18%
- 1Y
- 0.08%
- 3Y*
- 14.69%
- 5Y*
- 9.71%
- 10Y*
- 14.74%
- ALL TIME*
- 11.94%
IVZ
- 1D
- 0.44%
- 1M
- 15.25%
- 6M
- 7.07%
- YTD
- 15.75%
- 1Y
- 44.56%
- 3Y*
- 28.09%
- 5Y*
- 8.68%
- 10Y*
- 5.37%
- ALL TIME*
- 8.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IVZ Invesco Ltd. | $140.57M | $131.54M | $143.36M |
| $618.83M | $531.01M | $558.46M |
TEL vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEL TE Connectivity Ltd. | -10.18% | 61.60% | 3.51% | 24.62% | -27.66% | 35.12% | 28.95% | 29.37% | -18.87% | 39.88% |
IVZ Invesco Ltd. | 15.75% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between TEL and IVZ is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
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 Jul 2, 2007 | 0.57 |
The correlation between TEL and IVZ shifts across timeframes, from 0.46 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
TEL:
$59.24B
IVZ:
$13.27B
TEL:
$10.20
IVZ:
-$0.62
TEL:
3.13
IVZ:
2.13
TEL:
$19.15B
IVZ:
$6.38B
TEL:
$6.78B
IVZ:
$2.75B
TEL:
$4.60B
IVZ:
$1.38B
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Return for Risk
TEL vs. IVZ — Risk / Return Rank
TEL
IVZ
TEL vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TE Connectivity Ltd. (TEL) 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.
| TEL | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.24 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.00 | 2.03 | -2.03 |
| Martin ratioReturn relative to average drawdown | 0.01 | 5.35 | -5.34 |
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Drawdowns
TEL vs. IVZ - Drawdown Comparison
The maximum TEL drawdown since its inception was -81.07%, roughly equal to the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for TEL and IVZ.
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Drawdown Indicators
| TEL | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.07% | -83.91% | +2.84% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -22.03% | +1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -22.60% | -36.52% | +13.92% |
Max Drawdown (5Y)Largest decline over 5 years | -34.26% | -48.88% | +14.62% |
Max Drawdown (10Y)Largest decline over 10 years | -47.71% | -79.72% | +32.01% |
Current DrawdownCurrent decline from peak | -17.74% | -1.87% | -15.87% |
Average DrawdownAverage peak-to-trough decline | -13.65% | -35.86% | +22.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.03% | 8.36% | +2.67% |
Volatility
TEL vs. IVZ - Volatility Comparison
The current volatility for TE Connectivity Ltd. (TEL) is 7.22%, while Invesco Ltd. (IVZ) has a volatility of 9.76%. This indicates that TEL 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
| TEL | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 9.76% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 28.47% | 26.19% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.10% | 32.92% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.27% | 36.66% | -8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.32% | 39.16% | -10.84% |
Dividends
TEL vs. IVZ - Dividend Comparison
TEL's dividend yield for the trailing twelve months is around 1.43%, less than IVZ's 2.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 2.82% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
TEL TE Connectivity Ltd. | 1.43% | 1.22% | 1.78% | 1.66% | 1.90% | 1.23% | 1.57% | 1.90% | 2.27% | 1.65% | 2.08% | 1.98% |
Financials
TEL vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between TE Connectivity Ltd. 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
TEL vs. IVZ - Profitability Comparison
TEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, TE Connectivity Ltd. reported a gross profit of 1.84B and revenue of 5.16B. Therefore, the gross margin over that period was 35.6%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
TEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, TE Connectivity Ltd. reported an operating income of 981.00M and revenue of 5.16B, resulting in an operating margin of 19.0%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Invesco Ltd. reported an operating income of -1.46B and revenue of 1.69B, resulting in an operating margin of -86.2%.
TEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, TE Connectivity Ltd. reported a net income of 748.00M and revenue of 5.16B, resulting in a net margin of 14.5%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
TEL and IVZ have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (9.76%) compared to TEL (7.22%). In terms of maximum drawdown, TEL dropped -81.07% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (1.36 vs 0.00), 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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