WT vs. IVZ
Compare and contrast key facts about WisdomTree Inc. (WT) and Invesco Ltd. (IVZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WT or IVZ.
Correlation
The correlation between WT and IVZ is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WT vs. IVZ - Performance Comparison
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Key characteristics
WT:
0.09
IVZ:
0.06
WT:
0.37
IVZ:
0.43
WT:
1.05
IVZ:
1.06
WT:
0.05
IVZ:
0.08
WT:
0.18
IVZ:
0.38
WT:
17.83%
IVZ:
12.01%
WT:
34.23%
IVZ:
37.56%
WT:
-99.93%
IVZ:
-83.87%
WT:
-54.69%
IVZ:
-45.17%
Fundamentals
WT:
$1.34B
IVZ:
$6.45B
WT:
$0.33
IVZ:
$1.25
WT:
27.67
IVZ:
11.53
WT:
3.06
IVZ:
1.05
WT:
3.36
IVZ:
0.60
WT:
$438.98M
IVZ:
$6.12B
WT:
$297.93M
IVZ:
$2.93B
WT:
$94.88M
IVZ:
$1.23B
Returns By Period
In the year-to-date period, WT achieves a -10.10% return, which is significantly higher than IVZ's -14.21% return. Over the past 10 years, WT has outperformed IVZ with an annualized return of -4.84%, while IVZ has yielded a comparatively lower -5.52% annualized return.
WT
-10.10%
11.45%
-12.67%
3.00%
27.67%
-4.84%
IVZ
-14.21%
8.64%
-15.61%
2.33%
17.87%
-5.52%
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Risk-Adjusted Performance
WT vs. IVZ — Risk-Adjusted Performance Rank
WT
IVZ
WT vs. IVZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inc. (WT) 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
WT vs. IVZ - Dividend Comparison
WT's dividend yield for the trailing twelve months is around 0.95%, less than IVZ's 5.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WT WisdomTree Inc. | 0.95% | 1.14% | 1.73% | 2.20% | 1.96% | 2.24% | 2.48% | 1.80% | 2.55% | 2.87% | 3.64% | 0.51% |
IVZ Invesco Ltd. | 5.53% | 4.66% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% |
Drawdowns
WT vs. IVZ - Drawdown Comparison
The maximum WT drawdown since its inception was -99.93%, which is greater than IVZ's maximum drawdown of -83.87%. Use the drawdown chart below to compare losses from any high point for WT and IVZ. For additional features, visit the drawdowns tool.
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Volatility
WT vs. IVZ - Volatility Comparison
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Financials
WT vs. IVZ - Financials Comparison
This section allows you to compare key financial metrics between WisdomTree Inc. 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
WT vs. IVZ - Profitability Comparison
WT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported a gross profit of 74.29M and revenue of 108.08M. Therefore, the gross margin over that period was 68.7%.
IVZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.
WT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported an operating income of 34.16M and revenue of 108.08M, resulting in an operating margin of 31.6%.
IVZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported an operating income of 277.30M and revenue of 1.53B, resulting in an operating margin of 18.1%.
WT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WisdomTree Inc. reported a net income of 24.63M and revenue of 108.08M, resulting in a net margin of 22.8%.
IVZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Invesco Ltd. reported a net income of 230.30M and revenue of 1.53B, resulting in a net margin of 15.1%.