IVZ vs ACGLO

Comparison between Invesco Ltd (IVZ, Company) and Arch Capital Group Ltd (ACGLO, Company).

Both IVZ and ACGLO are from the Financial Services sector.

5-Year PerformanceIVZ has outperformed ACGLO, delivering a return of +4.0% compared to +0.8%

IVZ vs ACGLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVZ(COMPANY)	ACGLO(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	86.76%	37.01%
Sharpe Ratio	2.06	0.28
5Y Beta	1.50	0.20
Industry	Asset Management	Insurance - Diversified
P/E Ratio	-94.71	4.44
Forward P/E	10.09	N/A
PEG Ratio	0.38	N/A
Dividend Yield	3.15%	N/A
5Y Dividends CAGR	11.01%	4.56%
Debt to Equity	16.05%	N/A
Free Cash Flow Yield	14.41%	N/A
P/S Ratio	1.84	0.61
P/B Ratio	1.22	N/A

Market Cap

IVZ

$12B

Winner

ACGLO

$12B

Max Drawdown

IVZ

86.76%

Winner

ACGLO

37.01%

Sharpe Ratio

Winner

IVZ

2.06

ACGLO

0.28

5Y Beta

IVZ

1.50

Winner

ACGLO

0.20

Industry

IVZ

Asset Management

ACGLO

Insurance - Diversified

P/E Ratio

Winner

IVZ

-94.71

ACGLO

4.44

Forward P/E

IVZ

10.09

ACGLO

N/A

PEG Ratio

IVZ

0.38

ACGLO

N/A

Dividend Yield

IVZ

3.15%

ACGLO

N/A

5Y Dividends CAGR

Winner

IVZ

11.01%

ACGLO

4.56%

Debt to Equity

IVZ

16.05%

ACGLO

N/A

Free Cash Flow Yield

IVZ

14.41%

ACGLO

N/A

P/S Ratio

IVZ

1.84

Winner

ACGLO

0.61

P/B Ratio

IVZ

1.22

ACGLO

N/A

IVZ vs ACGLO - Historical Returns

Returns include dividend reinvestment.

Period	IVZ	ACGLO
1 month	+13.94%	+0.69%
3 months	+3.40%	-1.13%
6 months	+20.03%	-0.64%
1 year	+94.66%	+5.72%
5 years(CAGR)	+4.05%	+0.78%
10 years(CAGR)	+4.11%	+3.51%
Max(CAGR)	+4.81%	+3.51%

Winner

IVZ

+13.94%

ACGLO

+0.69%

Winner

IVZ

+3.40%

ACGLO

-1.13%

Winner

IVZ

+20.03%

ACGLO

-0.64%

Winner

IVZ

+94.66%

ACGLO

+5.72%

5Y(CAGR)

Winner

IVZ

+4.05%

ACGLO

+0.78%

10Y(CAGR)

Winner

IVZ

+4.11%

ACGLO

+3.51%

Max(CAGR)

Winner

IVZ

+4.81%

ACGLO

+3.51%

IVZ vs ACGLO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	ACGLO
2026	+3.21%	+0.50%
2025	+55.41%	-0.18%
2024	+3.44%	-4.97%
2023	+4.77%	+23.39%
2022	-19.64%	-15.90%
2021	+39.42%	+3.21%
2020	+2.96%	+6.68%
2019	+14.30%	+30.87%
2018	-51.78%	-14.15%
2017	+22.29%	+4.14%
2016	-5.04%	N/A
2015	-11.97%	N/A
2014	+13.09%	N/A
2013	+38.64%	N/A
2012	+30.41%	N/A
2011	-15.98%	N/A
2010	+5.40%	N/A
2009	+60.61%	N/A
2008	-51.27%	N/A
2007	+36.10%	N/A
2006	+58.16%	N/A
2005	+26.72%	N/A
2004	-13.14%	N/A
2003	+14.58%	N/A
2002	-56.35%	N/A
2001	-28.04%	N/A
2000	+96.90%	N/A
1999	+23.34%	N/A

IVZ vs ACGLO Drawdown Comparison

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

The maximum drawdown for ACGLO was -36.08%, occurring on Mar 19, 2020. Recovery took 113 trading sessions.

The current IVZ drawdown is -5.56%. The current ACGLO drawdown is -6.23%.

Rank	IVZ	ACGLO
#1	-83.90% Nov 3, 2000 - Apr 2, 2014	-36.08% Feb 18, 2020 - Jul 29, 2020
#2	-79.73% Jan 26, 2018 - Dec 5, 2025	-19.59% Aug 2, 2022 - Dec 20, 2023
#3	-42.28% Mar 20, 2015 - Jan 17, 2018	-17.68% Jan 19, 2018 - Mar 29, 2019
#4	-22.04% Jan 16, 2026 - Apr 7, 2026	-15.88% Jun 21, 2021 - Aug 2, 2022
#5	-17.73% Apr 3, 2000 - Apr 28, 2000	-13.12% Sep 19, 2024 - Apr 11, 2025
#6	-16.79% May 2, 2000 - Jun 16, 2000	-7.73% Mar 8, 2024 - Sep 12, 2024
#7	-16.22% Oct 2, 2000 - Oct 31, 2000	-4.22% Dec 15, 2020 - Mar 25, 2021
#8	-13.79% Sep 18, 2014 - Nov 7, 2014	-3.32% Dec 29, 2023 - Feb 23, 2024
#9	-13.19% Sep 1, 2000 - Oct 2, 2000	-3.31% Apr 8, 2021 - Jun 11, 2021
#10	-12.69% Dec 5, 2014 - Mar 16, 2015	-3.21% Sep 15, 2020 - Oct 9, 2020
#11	-11.57% Jan 18, 2000 - Mar 6, 2000	-3.20% Oct 16, 2019 - Dec 18, 2019
#12	-10.16% Dec 29, 1999 - Jan 13, 2000	-2.52% Oct 15, 2020 - Nov 4, 2020
#13	-9.53% Apr 2, 2014 - Jun 5, 2014	-2.35% Aug 22, 2019 - Sep 12, 2019
#14	-8.03% Dec 13, 1999 - Dec 29, 1999	-1.77% Apr 17, 2019 - Jun 11, 2019
#15	-7.41% Jul 17, 2000 - Aug 8, 2000	-1.71% Jul 31, 2019 - Aug 15, 2019

Correlation

Correlation between IVZ and ACGLO is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (2000 - 2026)

IVZ vs ACGLO dividend yield comparison.

Year	IVZ	ACGLO
2026	0.76%	1.68%
2025	3.18%	6.72%
2024	4.66%	6.42%
2023	6.15%	5.72%
2022	4.07%	6.71%
2021	2.89%	5.30%
2020	4.45%	5.14%
2019	6.84%	5.28%
2018	7.11%	6.70%
2017	3.15%	2.00%
2016	3.66%	0.00%
2015	3.17%	0.00%
2014	2.47%	0.00%
2013	2.33%	0.00%
2012	2.45%	0.00%
2011	2.38%	0.00%
2010	1.80%	0.00%
2009	1.73%	0.00%
2008	3.60%	0.00%
2007	1.19%	0.00%
2006	1.44%	0.00%
2005	2.14%	0.00%
2004	2.57%	0.00%
2003	2.54%	0.00%
2002	2.75%	0.00%
2001	1.05%	0.00%
2000	0.69%	0.00%