COF-P-I vs IVZ

Comparison between Capital One Financial Corp (COF-P-I, Company) and Invesco Ltd (IVZ, Company).

5-Year PerformanceIVZ has outperformed COF-P-I, delivering a return of +5.2% compared to -0.9%

COF-P-I vs IVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	COF-P-I(COMPANY)	IVZ(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	47.15%	86.76%
Sharpe Ratio	0.35	2.02
5Y Beta	0.24	1.50
Industry	Other	Asset Management
P/E Ratio	3.54	-93.39
Forward P/E	N/A	10.17
PEG Ratio	N/A	0.38
Dividend Yield	N/A	3.13%
5Y Dividends CAGR	4.56%	5.88%
5Y EPS CAGR	-1.70%	N/A
Debt to Equity	0.96%	16.05%
Free Cash Flow Yield	N/A	14.62%
P/S Ratio	N/A	1.81
P/B Ratio	N/A	1.20

Market Cap

Winner

COF-P-I

$12B

IVZ

$12B

Max Drawdown

Winner

COF-P-I

47.15%

IVZ

86.76%

Sharpe Ratio

COF-P-I

0.35

Winner

IVZ

2.02

5Y Beta

Winner

COF-P-I

0.24

IVZ

1.50

Industry

COF-P-I

Other

IVZ

Asset Management

P/E Ratio

COF-P-I

3.54

Winner

IVZ

-93.39

Forward P/E

COF-P-I

N/A

IVZ

10.17

PEG Ratio

COF-P-I

N/A

IVZ

0.38

Dividend Yield

COF-P-I

N/A

IVZ

3.13%

5Y Dividends CAGR

COF-P-I

4.56%

Winner

IVZ

5.88%

5Y EPS CAGR

COF-P-I

-1.70%

IVZ

N/A

Debt to Equity

Winner

COF-P-I

0.96%

IVZ

16.05%

Free Cash Flow Yield

COF-P-I

N/A

IVZ

14.62%

P/S Ratio

COF-P-I

N/A

IVZ

1.81

P/B Ratio

COF-P-I

N/A

IVZ

1.20

COF-P-I vs IVZ - Historical Returns

Returns include dividend reinvestment.

Period	COF-P-I	IVZ
1 month	-2.33%	+9.54%
3 months	-5.21%	+3.03%
6 months	-1.09%	+14.68%
1 year	+5.48%	+94.18%
5 years(CAGR)	-0.94%	+5.18%
10 years(CAGR)	N/A	+3.60%
Max(CAGR)	+1.26%	+4.84%

COF-P-I

-2.33%

Winner

IVZ

+9.54%

COF-P-I

-5.21%

Winner

IVZ

+3.03%

COF-P-I

-1.09%

Winner

IVZ

+14.68%

COF-P-I

+5.48%

Winner

IVZ

+94.18%

5Y(CAGR)

COF-P-I

-0.94%

Winner

IVZ

+5.18%

10Y(CAGR)

COF-P-I

N/A

IVZ

+3.60%

Max(CAGR)

COF-P-I

+1.26%

Winner

IVZ

+4.84%

COF-P-I vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	COF-P-I	IVZ
2026	-1.91%	+4.42%
2025	+3.83%	+55.41%
2024	+8.52%	+3.44%
2023	+6.50%	+4.77%
2022	-28.20%	-19.64%
2021	+6.82%	+39.42%
2020	+10.62%	+2.96%
2019	+1.48%	+14.30%
2018	N/A	-51.78%
2017	N/A	+22.29%
2016	N/A	-5.04%
2015	N/A	-11.97%
2014	N/A	+13.09%
2013	N/A	+38.64%
2012	N/A	+30.41%
2011	N/A	-15.98%
2010	N/A	+5.40%
2009	N/A	+60.61%
2008	N/A	-51.27%
2007	N/A	+36.10%
2006	N/A	+58.16%
2005	N/A	+26.72%
2004	N/A	-13.14%
2003	N/A	+14.58%
2002	N/A	-56.35%
2001	N/A	-28.04%
2000	N/A	+96.90%
1999	N/A	+23.34%

COF-P-I vs IVZ Drawdown Comparison

The maximum drawdown for COF-P-I was -46.78%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The current COF-P-I drawdown is -8.95%. The current IVZ drawdown is -4.45%.

Rank	COF-P-I	IVZ
#1	-46.78% Mar 4, 2020 - Aug 18, 2020	-83.90% Nov 3, 2000 - Apr 2, 2014
#2	-33.67% Dec 31, 2021 - Oct 20, 2023	-79.73% Jan 26, 2018 - Dec 5, 2025
#3	-6.36% Jan 20, 2021 - Apr 6, 2021	-42.28% Mar 20, 2015 - Jan 17, 2018
#4	-4.14% Aug 6, 2021 - Dec 29, 2021	-22.04% Jan 16, 2026 - Apr 7, 2026
#5	-3.57% Dec 31, 2020 - Jan 20, 2021	-17.73% Apr 3, 2000 - Apr 28, 2000
#6	-3.48% Feb 20, 2020 - Mar 4, 2020	-16.79% May 2, 2000 - Jun 16, 2000
#7	-2.95% Sep 6, 2019 - Oct 18, 2019	-16.22% Oct 2, 2000 - Oct 31, 2000
#8	-2.80% Oct 13, 2020 - Nov 9, 2020	-13.79% Sep 18, 2014 - Nov 7, 2014
#9	-2.54% Jun 30, 2021 - Aug 5, 2021	-13.19% Sep 1, 2000 - Oct 2, 2000
#10	-2.48% Sep 1, 2020 - Oct 5, 2020	-12.69% Dec 5, 2014 - Mar 16, 2015
#11	-2.45% Oct 25, 2019 - Dec 18, 2019	-11.57% Jan 18, 2000 - Mar 6, 2000
#12	-1.89% Apr 8, 2021 - May 24, 2021	-10.16% Dec 29, 1999 - Jan 13, 2000
#13	-1.05% Oct 6, 2020 - Oct 13, 2020	-9.53% Apr 2, 2014 - Jun 5, 2014
#14	-0.93% Jun 22, 2021 - Jun 30, 2021	-8.03% Dec 13, 1999 - Dec 29, 1999
#15	-0.71% Dec 20, 2019 - Jan 2, 2020	-7.41% Jul 17, 2000 - Aug 8, 2000

Correlation

Correlation between COF-P-I and IVZ is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2000 - 2026)

COF-P-I vs IVZ dividend yield comparison.

Year	COF-P-I	IVZ
2026	3.40%	1.53%
2025	6.58%	3.18%
2024	6.57%	4.66%
2023	6.78%	6.15%
2022	6.94%	4.07%
2021	4.67%	2.89%
2020	4.70%	4.45%
2019	1.11%	6.84%
2018	0.00%	7.11%
2017	0.00%	3.15%
2016	0.00%	3.66%
2015	0.00%	3.17%
2014	0.00%	2.47%
2013	0.00%	2.33%
2012	0.00%	2.45%
2011	0.00%	2.38%
2010	0.00%	1.80%
2009	0.00%	1.73%
2008	0.00%	3.60%
2007	0.00%	1.19%
2006	0.00%	1.44%
2005	0.00%	2.14%
2004	0.00%	2.57%
2003	0.00%	2.54%
2002	0.00%	2.75%
2001	0.00%	1.05%
2000	0.00%	0.69%