Correlation
The correlation between UL and IVZ 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.
UL vs. IVZ
Compare and contrast key facts about The Unilever Group (UL) and Invesco Ltd. (IVZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UL or IVZ.
Performance
UL vs. IVZ - Performance Comparison
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Key characteristics
UL:
1.05
IVZ:
-0.10
UL:
1.69
IVZ:
0.26
UL:
1.24
IVZ:
1.03
UL:
1.41
IVZ:
-0.01
UL:
2.97
IVZ:
-0.02
UL:
7.53%
IVZ:
12.86%
UL:
18.85%
IVZ:
37.89%
UL:
-53.55%
IVZ:
-83.87%
UL:
-2.27%
IVZ:
-46.10%
Fundamentals
UL:
$155.77B
IVZ:
$6.44B
UL:
$2.60
IVZ:
$1.25
UL:
24.39
IVZ:
11.50
UL:
1.95
IVZ:
0.43
UL:
2.56
IVZ:
1.05
UL:
6.86
IVZ:
0.60
UL:
$60.76B
IVZ:
$6.12B
UL:
$60.76B
IVZ:
$2.93B
UL:
$13.01B
IVZ:
$1.23B
Returns By Period
In the year-to-date period, UL achieves a 13.71% return, which is significantly higher than IVZ's -15.68% return. Over the past 10 years, UL has outperformed IVZ with an annualized return of 7.49%, while IVZ has yielded a comparatively lower -5.35% annualized return.
UL
13.71%
0.70%
7.62%
19.64%
14.79%
6.31%
7.49%
IVZ
-15.68%
1.15%
-18.52%
-3.91%
-3.82%
14.25%
-5.35%
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Risk-Adjusted Performance
UL vs. IVZ — Risk-Adjusted Performance Rank
UL
IVZ
UL vs. IVZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Unilever Group (UL) 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.
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Dividends
UL vs. IVZ - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.06%, less than IVZ's 5.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UL The Unilever Group | 3.06% | 3.29% | 3.83% | 3.61% | 3.77% | 3.07% | 3.18% | 3.49% | 2.82% | 3.44% | 3.06% | 3.72% |
IVZ Invesco Ltd. | 5.74% | 4.66% | 4.42% | 4.08% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
Drawdowns
UL vs. IVZ - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, smaller than the maximum IVZ drawdown of -83.87%. Use the drawdown chart below to compare losses from any high point for UL and IVZ.
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Volatility
UL vs. IVZ - Volatility Comparison
The current volatility for The Unilever Group (UL) is 4.68%, while Invesco Ltd. (IVZ) has a volatility of 9.32%. This indicates that UL 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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Financials
UL vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between The Unilever Group 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
UL vs. IVZ - Profitability Comparison
UL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Invesco Ltd. reported an operating income of 277.30M and revenue of 1.53B, resulting in an operating margin of 18.1%.
UL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Unilever Group reported a net income of 2.04B and revenue of 29.64B, resulting in a net margin of 6.9%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Invesco Ltd. reported a net income of 230.30M and revenue of 1.53B, resulting in a net margin of 15.1%.