CRBG vs IVZ

Comparison between Corebridge Financial Inc (CRBG, Company) and Invesco Ltd (IVZ, Company).

Both CRBG and IVZ are from the Financial Services sector.

CRBG vs IVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CRBG(COMPANY)	IVZ(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	37.95%	86.76%
Sharpe Ratio	-0.41	2.00
5Y Beta	1.41	1.50
Industry	Asset Management	Asset Management
P/E Ratio	46.47	-95.63
Forward P/E	4.63	10.37
PEG Ratio	N/A	0.38
Dividend Yield	3.67%	3.00%
5Y Dividends CAGR	N/A	5.88%
Debt to Equity	0.00%	16.05%
Free Cash Flow Yield	13.31%	14.27%
P/S Ratio	0.66	1.86
P/B Ratio	1.18	1.26

Market Cap

Winner

CRBG

$12B

IVZ

$12B

Max Drawdown

Winner

CRBG

37.95%

IVZ

86.76%

Sharpe Ratio

CRBG

-0.41

Winner

IVZ

2.00

5Y Beta

Winner

CRBG

1.41

IVZ

1.50

Industry

CRBG

Asset Management

IVZ

Asset Management

P/E Ratio

CRBG

46.47

Winner

IVZ

-95.63

Forward P/E

Winner

CRBG

4.63

IVZ

10.37

PEG Ratio

CRBG

N/A

IVZ

0.38

Dividend Yield

Winner

CRBG

3.67%

IVZ

3.00%

5Y Dividends CAGR

CRBG

N/A

IVZ

5.88%

Debt to Equity

Winner

CRBG

0.00%

IVZ

16.05%

Free Cash Flow Yield

CRBG

13.31%

Winner

IVZ

14.27%

P/S Ratio

Winner

CRBG

0.66

IVZ

1.86

P/B Ratio

Winner

CRBG

1.18

IVZ

1.26

CRBG vs IVZ - Historical Returns

Returns include dividend reinvestment.

Period	CRBG	IVZ
1 month	-5.66%	+2.73%
3 months	+3.62%	+11.45%
6 months	-9.97%	+5.87%
1 year	-15.23%	+98.62%
5 years(CAGR)	N/A	+3.26%
10 years(CAGR)	N/A	+3.63%
Max(CAGR)	+14.37%	+4.79%

CRBG

-5.66%

Winner

IVZ

+2.73%

CRBG

+3.62%

Winner

IVZ

+11.45%

CRBG

-9.97%

Winner

IVZ

+5.87%

CRBG

-15.23%

Winner

IVZ

+98.62%

5Y(CAGR)

CRBG

N/A

IVZ

+3.26%

10Y(CAGR)

CRBG

N/A

IVZ

+3.63%

Max(CAGR)

Winner

CRBG

+14.37%

IVZ

+4.79%

CRBG vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CRBG	IVZ
2026	-10.68%	+3.12%
2025	+2.42%	+55.41%
2024	+40.37%	+3.44%
2023	+24.22%	+4.77%
2022	-0.97%	-19.64%
2021	N/A	+39.42%
2020	N/A	+2.96%
2019	N/A	+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%

CRBG vs IVZ Drawdown Comparison

The maximum drawdown for CRBG was -36.33%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current CRBG drawdown is -23.34%. The current IVZ drawdown is -5.64%.

Rank	CRBG	IVZ
#1	-36.33% Jul 29, 2025 - Mar 27, 2026	-83.90% Nov 3, 2000 - Apr 2, 2014
#2	-35.09% Oct 28, 2022 - Oct 16, 2023	-79.73% Jan 26, 2018 - Dec 5, 2025
#3	-26.19% Feb 28, 2025 - Jun 26, 2025	-42.28% Mar 20, 2015 - Jan 17, 2018
#4	-22.79% May 16, 2024 - Oct 28, 2024	-22.04% Jan 16, 2026 - Apr 7, 2026
#5	-13.06% Nov 6, 2024 - Jan 24, 2025	-17.73% Apr 3, 2000 - Apr 28, 2000
#6	-9.53% Sep 19, 2022 - Oct 21, 2022	-16.79% May 2, 2000 - Jun 16, 2000
#7	-8.91% Apr 3, 2024 - May 6, 2024	-16.22% Oct 2, 2000 - Oct 31, 2000
#8	-8.01% Nov 2, 2023 - Nov 22, 2023	-13.79% Sep 18, 2014 - Nov 7, 2014
#9	-7.82% Oct 17, 2023 - Nov 2, 2023	-13.19% Sep 1, 2000 - Oct 2, 2000
#10	-6.48% Oct 30, 2024 - Nov 6, 2024	-12.69% Dec 5, 2014 - Mar 16, 2015
#11	-6.19% Feb 16, 2024 - Mar 14, 2024	-11.57% Jan 18, 2000 - Mar 6, 2000
#12	-6.18% Jan 29, 2025 - Feb 28, 2025	-10.16% Dec 29, 1999 - Jan 13, 2000
#13	-5.87% May 8, 2024 - May 16, 2024	-9.53% Apr 2, 2014 - Jun 5, 2014
#14	-5.81% Jan 25, 2024 - Feb 15, 2024	-8.03% Dec 13, 1999 - Dec 29, 1999
#15	-4.47% Jun 27, 2025 - Jul 28, 2025	-7.41% Jul 17, 2000 - Aug 8, 2000

Correlation

Correlation between CRBG and IVZ is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2000 - 2026)

CRBG vs IVZ dividend yield comparison.

Year	CRBG	IVZ
2026	0.93%	1.55%
2025	3.18%	3.18%
2024	3.07%	4.66%
2023	12.47%	6.15%
2022	2.29%	4.07%
2021	0.00%	2.89%
2020	0.00%	4.45%
2019	0.00%	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%