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IVZ vs CLX

Comparison between Invesco Ltd (IVZ, Company) and Clorox Company (CLX, Company).

IVZ is from the Financial Services sector, while CLX is from the Consumer Defensive sector.

5-Year PerformanceIVZ has outperformed CLX, delivering a return of +3.5% compared to -8.5%

IVZ vs CLX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IVZ
$12B
Winner
CLX
$12B
Max Drawdown
IVZ
86.76%
Winner
CLX
63.78%
Sharpe Ratio
Winner
IVZ
1.72
CLX
-0.69
5Y Beta
IVZ
1.50
Winner
CLX
0.16
Industry
IVZ
Asset Management
CLX
Household & Personal Products
P/E Ratio
Winner
IVZ
-89.96
CLX
15.36
Forward P/E
Winner
IVZ
10.39
CLX
14.39
PEG Ratio
IVZ
N/A
CLX
1.46
Dividend Yield
IVZ
2.94%
Winner
CLX
5.47%
5Y Dividends CAGR
IVZ
5.88%
Winner
CLX
6.84%
5Y EPS CAGR
IVZ
N/A
CLX
-3.24%
Debt to Equity
IVZ
16.05%
Winner
CLX
-3711.94%
Free Cash Flow Yield
Winner
IVZ
15.17%
CLX
3.29%

IVZ vs CLX - Historical Returns

Returns include dividend reinvestment.

1M
IVZ
-6.55%
Winner
CLX
-1.00%
3M
Winner
IVZ
+7.06%
CLX
-7.89%
6M
IVZ
-3.39%
Winner
CLX
-0.63%
1Y
Winner
IVZ
+75.62%
CLX
-16.63%
5Y(CAGR)
Winner
IVZ
+3.47%
CLX
-8.55%
10Y(CAGR)
Winner
IVZ
+4.93%
CLX
-0.52%
Max(CAGR)
IVZ
+4.56%
Winner
CLX
+5.92%

IVZ vs CLX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVZCLX
2026-2.43%-3.23%
2025+55.41%-35.35%
2024+3.44%+15.96%
2023+4.77%+3.56%
2022-19.64%-17.26%
2021+39.42%-10.86%
2020+2.96%+35.30%
2019+14.30%+4.27%
2018-51.78%+9.27%
2017+22.29%+26.07%
2016-5.04%-1.79%
2015-11.97%+25.43%
2014+13.09%+17.98%
2013+38.64%+29.21%
2012+30.41%+12.28%
2011-15.98%+11.81%
2010+5.40%+6.42%
2009+60.61%+12.02%
2008-51.27%-10.32%
2007+36.10%+3.97%
2006+58.16%+14.37%
2005+26.72%-0.59%
2004-13.14%+26.16%
2003+14.58%+17.70%
2002-56.35%+6.66%
2001-28.04%+17.71%
2000+96.90%-26.37%
1999+23.34%+17.49%

IVZ vs CLX Drawdown Comparison

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

The maximum drawdown for CLX was -56.34%, occurring on May 5, 2026. This drawdown has not yet recovered.

The current IVZ drawdown is -11.39%. The current CLX drawdown is -51.70%.

RankIVZCLX
#1-83.90%
Nov 3, 2000 - Apr 2, 2014
-56.34%
Aug 4, 2020 - May 5, 2026
#2-79.73%
Jan 26, 2018 - Dec 5, 2025
-45.44%
Jan 13, 2000 - Feb 9, 2004
#3-42.28%
Mar 20, 2015 - Jan 17, 2018
-29.35%
May 2, 2007 - Mar 12, 2010
#4-22.04%
Jan 16, 2026 - Jun 15, 2026
-22.86%
Dec 26, 2017 - Aug 16, 2018
#5-17.73%
Apr 3, 2000 - Apr 28, 2000
-18.36%
Jul 5, 2016 - Feb 28, 2017
#6-16.79%
May 2, 2000 - Jun 16, 2000
-17.16%
Apr 13, 2005 - Apr 26, 2006
#7-16.22%
Oct 2, 2000 - Oct 31, 2000
-16.28%
Mar 17, 2020 - May 4, 2020
#8-13.79%
Sep 18, 2014 - Nov 7, 2014
-13.44%
Jul 15, 2011 - Jun 14, 2012
#9-13.19%
Sep 1, 2000 - Oct 2, 2000
-12.62%
Nov 27, 2018 - Jul 23, 2019
#10-12.69%
Dec 5, 2014 - Mar 16, 2015
-11.63%
Jul 26, 2019 - Feb 4, 2020
#11-11.57%
Jan 18, 2000 - Mar 6, 2000
-11.53%
Dec 22, 1999 - Jan 13, 2000
#12-11.39%
Jun 16, 2026 - Jun 25, 2026
-11.35%
Nov 17, 1999 - Dec 7, 1999
#13-10.16%
Dec 29, 1999 - Jan 13, 2000
-11.04%
Dec 6, 2013 - Sep 22, 2014
#14-9.53%
Apr 2, 2014 - Jun 5, 2014
-10.06%
Jun 19, 2017 - Dec 1, 2017
#15-8.03%
Dec 13, 1999 - Dec 29, 1999
-9.97%
Aug 6, 2015 - Oct 8, 2015

Correlation

Correlation between IVZ and CLX is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2000 - 2026)

IVZ vs CLX dividend yield comparison.

YearIVZCLX
20261.64%2.60%
20253.18%4.88%
20244.66%2.98%
20236.15%3.34%
20224.07%3.33%
20212.89%2.60%
20204.45%2.15%
20196.84%2.63%
20187.11%2.41%
20173.15%2.21%
20163.66%2.62%
20153.17%2.38%
20142.47%2.78%
20132.33%2.91%
20122.45%3.39%
20112.38%3.46%
20101.80%3.32%
20091.73%3.15%
20083.60%3.10%
20071.19%2.18%
20061.44%1.81%
20052.14%1.97%
20042.57%1.83%
20032.54%2.02%
20022.75%2.08%
20011.05%2.12%
20000.69%2.31%

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