FHN-P-C vs IVZ

Comparison between First Horizon Corporation (FHN-P-C, Company) and Invesco Ltd (IVZ, Company).

5-Year PerformanceIVZ has outperformed FHN-P-C, delivering a return of +5.2% compared to +4.6%

FHN-P-C vs IVZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FHN-P-C(COMPANY)	IVZ(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	44.01%	86.76%
Sharpe Ratio	1.05	2.02
5Y Beta	N/A	1.50
Industry	N/A	Asset Management
P/E Ratio	12.75	-93.39
Forward P/E	N/A	10.17
PEG Ratio	0.29	0.38
Dividend Yield	N/A	3.13%
5Y Dividends CAGR	4.56%	5.88%
5Y EPS CAGR	2.14%	N/A
Debt to Equity	45.45%	16.05%
Free Cash Flow Yield	4.37%	14.62%
P/S Ratio	N/A	1.81
P/B Ratio	N/A	1.20

Market Cap

Winner

FHN-P-C

$12B

IVZ

$12B

Max Drawdown

Winner

FHN-P-C

44.01%

IVZ

86.76%

Sharpe Ratio

FHN-P-C

1.05

Winner

IVZ

2.02

5Y Beta

FHN-P-C

N/A

IVZ

1.50

Industry

FHN-P-C

N/A

IVZ

Asset Management

P/E Ratio

FHN-P-C

12.75

Winner

IVZ

-93.39

Forward P/E

FHN-P-C

N/A

IVZ

10.17

PEG Ratio

Winner

FHN-P-C

0.29

IVZ

0.38

Dividend Yield

FHN-P-C

N/A

IVZ

3.13%

5Y Dividends CAGR

FHN-P-C

4.56%

Winner

IVZ

5.88%

5Y EPS CAGR

FHN-P-C

2.14%

IVZ

N/A

Debt to Equity

FHN-P-C

45.45%

Winner

IVZ

16.05%

Free Cash Flow Yield

FHN-P-C

4.37%

Winner

IVZ

14.62%

P/S Ratio

FHN-P-C

N/A

IVZ

1.81

P/B Ratio

FHN-P-C

N/A

IVZ

1.20

FHN-P-C vs IVZ - Historical Returns

Returns include dividend reinvestment.

Period	FHN-P-C	IVZ
1 month	+0.37%	+9.54%
3 months	+1.05%	+3.03%
6 months	+2.83%	+14.68%
1 year	+6.95%	+94.18%
5 years(CAGR)	+4.56%	+5.18%
10 years(CAGR)	N/A	+3.60%
Max(CAGR)	+6.90%	+4.84%

FHN-P-C

+0.37%

Winner

IVZ

+9.54%

FHN-P-C

+1.05%

Winner

IVZ

+3.03%

FHN-P-C

+2.83%

Winner

IVZ

+14.68%

FHN-P-C

+6.95%

Winner

IVZ

+94.18%

5Y(CAGR)

FHN-P-C

+4.56%

Winner

IVZ

+5.18%

10Y(CAGR)

FHN-P-C

N/A

IVZ

+3.60%

Max(CAGR)

Winner

FHN-P-C

+6.90%

IVZ

+4.84%

FHN-P-C vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FHN-P-C	IVZ
2026	+1.90%	+4.42%
2025	+7.07%	+55.41%
2024	+14.23%	+3.44%
2023	-0.06%	+4.77%
2022	-4.33%	-19.64%
2021	+3.72%	+39.42%
2020	+18.18%	+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%

FHN-P-C vs IVZ Drawdown Comparison

The maximum drawdown for FHN-P-C was -38.00%, occurring on May 4, 2023. Recovery took 627 trading sessions.

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

The current IVZ drawdown is -4.45%.

Rank	FHN-P-C	IVZ
#1	-38.00% Nov 1, 2021 - May 1, 2024	-83.90% Nov 3, 2000 - Apr 2, 2014
#2	-6.70% Dec 30, 2020 - Apr 22, 2021	-79.73% Jan 26, 2018 - Dec 5, 2025
#3	-5.07% Oct 15, 2020 - Nov 16, 2020	-42.28% Mar 20, 2015 - Jan 17, 2018
#4	-4.03% Sep 16, 2020 - Oct 15, 2020	-22.04% Jan 16, 2026 - Apr 7, 2026
#5	-3.99% Dec 22, 2020 - Dec 30, 2020	-17.73% Apr 3, 2000 - Apr 28, 2000
#6	-3.41% May 31, 2024 - Sep 4, 2024	-16.79% May 2, 2000 - Jun 16, 2000
#7	-2.75% Feb 13, 2025 - Apr 17, 2025	-16.22% Oct 2, 2000 - Oct 31, 2000
#8	-2.67% Dec 7, 2020 - Dec 21, 2020	-13.79% Sep 18, 2014 - Nov 7, 2014
#9	-2.62% Aug 5, 2020 - Aug 13, 2020	-13.19% Sep 1, 2000 - Oct 2, 2000
#10	-2.41% Nov 23, 2020 - Dec 7, 2020	-12.69% Dec 5, 2014 - Mar 16, 2015
#11	-2.26% Apr 28, 2021 - Jun 4, 2021	-11.57% Jan 18, 2000 - Mar 6, 2000
#12	-2.25% Jul 16, 2020 - Jul 27, 2020	-10.16% Dec 29, 1999 - Jan 13, 2000
#13	-1.98% Sep 17, 2021 - Oct 14, 2021	-9.53% Apr 2, 2014 - Jun 5, 2014
#14	-1.81% Jul 27, 2020 - Jul 31, 2020	-8.03% Dec 13, 1999 - Dec 29, 1999
#15	-1.68% Sep 26, 2024 - Dec 2, 2024	-7.41% Jul 17, 2000 - Aug 8, 2000

Correlation

Correlation between FHN-P-C and IVZ is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

FHN-P-C vs IVZ dividend yield comparison.

Year	FHN-P-C	IVZ
2026	3.30%	1.53%
2025	6.50%	3.18%
2024	6.57%	4.66%
2023	7.02%	6.15%
2022	6.57%	4.07%
2021	5.90%	2.89%
2020	2.88%	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%