UL vs. IVZ
UL (Unilever PLC) and IVZ (Invesco Ltd.) are both stocks. UL operates in Household & Personal Products (Consumer Defensive), while IVZ operates in Asset Management (Financial Services). Over the past 10 years, UL returned 5.78%/yr vs 4.40%/yr for IVZ. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
UL vs. IVZ - Performance Comparison
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Returns By Period
In the year-to-date period, UL achieves a 2.66% return, which is significantly lower than IVZ's 8.56% return. Over the past 10 years, UL has outperformed IVZ with an annualized return of 5.78%, while IVZ has yielded a comparatively lower 4.40% annualized return.
UL
- 1D
- -1.30%
- 1M
- 7.84%
- 6M
- 0.92%
- YTD
- 2.66%
- 1Y
- 2.23%
- 3Y*
- 6.22%
- 5Y*
- 3.97%
- 10Y*
- 5.78%
- ALL TIME*
- 9.56%
IVZ
- 1D
- -4.62%
- 1M
- 6.73%
- 6M
- 3.47%
- YTD
- 8.56%
- 1Y
- 33.76%
- 3Y*
- 25.43%
- 5Y*
- 7.68%
- 10Y*
- 4.40%
- ALL TIME*
- 7.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
IVZ Invesco Ltd. | $161.51M | $144.48M | $142.31M |
| $340.84M | $286.47M | $254.19M |
UL vs. IVZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL Unilever PLC | 2.66% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
IVZ Invesco Ltd. | 8.56% | 56.94% | 3.02% | 6.05% | -18.71% | 35.56% | 3.06% | 14.91% | -52.05% | 24.67% |
Correlation
The correlation between UL and IVZ is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.09 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 25, 1995 | 0.31 |
Over the past year, the correlation between UL and IVZ has dropped to 0.00 - well below their long-term average of 0.31, suggesting their price drivers have been diverging.
Fundamentals
UL:
$142.18B
IVZ:
$12.44B
UL:
€5.38
IVZ:
-$0.22
UL:
1.14
IVZ:
1.85
UL:
€111.11B
IVZ:
$6.90B
UL:
€111.26B
IVZ:
$4.65B
UL:
€24.12B
IVZ:
$1.36B
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Return for Risk
UL vs. IVZ — Risk / Return Rank
UL
IVZ
UL vs. IVZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (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.
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.
| UL | IVZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.54 | -1.45 |
| Martin ratioReturn relative to average drawdown | 0.17 | 4.06 | -3.89 |
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Drawdowns
UL vs. IVZ - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, smaller than the maximum IVZ drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for UL and IVZ.
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Drawdown Indicators
| UL | IVZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -83.91% | +30.36% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -22.03% | -3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -36.52% | +11.43% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -48.88% | +23.79% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -79.72% | +49.59% |
Current DrawdownCurrent decline from peak | -9.99% | -7.97% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -35.85% | +25.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.43% | 8.36% | +5.07% |
Volatility
UL vs. IVZ - Volatility Comparison
Unilever PLC (UL) and Invesco Ltd. (IVZ) have volatilities of 11.13% and 11.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UL | IVZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 11.44% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 19.57% | 26.01% | -6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.13% | 33.31% | -9.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.28% | 36.71% | -15.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 39.20% | -17.46% |
Dividends
UL vs. IVZ - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.45%, more than IVZ's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVZ Invesco Ltd. | 3.01% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
UL Unilever PLC | 3.45% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
Financials
UL vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between Unilever 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
Frequently Asked Questions
UL and IVZ have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVZ has higher volatility (11.44%) compared to UL (11.13%). In terms of maximum drawdown, UL dropped -53.55% vs IVZ's -83.91%.
IVZ currently has the higher Sharpe Ratio (1.02 vs 0.09), 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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