IVZ vs COF-P-I

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

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

IVZ vs COF-P-I - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IVZ

$12B

Winner

COF-P-I

$12B

Max Drawdown

IVZ

86.76%

Winner

COF-P-I

47.15%

Sharpe Ratio

Winner

IVZ

2.02

COF-P-I

0.35

5Y Beta

IVZ

1.50

Winner

COF-P-I

0.24

Industry

IVZ

Asset Management

COF-P-I

Other

P/E Ratio

Winner

IVZ

-93.39

COF-P-I

3.54

Forward P/E

IVZ

10.17

COF-P-I

N/A

PEG Ratio

IVZ

0.38

COF-P-I

N/A

Dividend Yield

IVZ

3.13%

COF-P-I

N/A

5Y Dividends CAGR

Winner

IVZ

5.88%

COF-P-I

4.56%

5Y EPS CAGR

IVZ

N/A

COF-P-I

-1.70%

Debt to Equity

IVZ

16.05%

Winner

COF-P-I

0.96%

Free Cash Flow Yield

IVZ

14.62%

COF-P-I

N/A

P/S Ratio

IVZ

1.81

COF-P-I

N/A

P/B Ratio

IVZ

1.20

COF-P-I

N/A

IVZ vs COF-P-I - Historical Returns

Returns include dividend reinvestment.

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

Winner

IVZ

+9.54%

COF-P-I

-2.33%

Winner

IVZ

+3.03%

COF-P-I

-5.21%

Winner

IVZ

+14.68%

COF-P-I

-1.09%

Winner

IVZ

+94.18%

COF-P-I

+5.48%

5Y(CAGR)

Winner

IVZ

+5.18%

COF-P-I

-0.94%

10Y(CAGR)

IVZ

+3.60%

COF-P-I

N/A

Max(CAGR)

Winner

IVZ

+4.84%

COF-P-I

+1.26%

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

Returns include dividend reinvestment.

Year	IVZ	COF-P-I
2026	+4.42%	-1.91%
2025	+55.41%	+3.83%
2024	+3.44%	+8.52%
2023	+4.77%	+6.50%
2022	-19.64%	-28.20%
2021	+39.42%	+6.82%
2020	+2.96%	+10.62%
2019	+14.30%	+1.48%
2018	-51.78%	N/A
2017	+22.29%	N/A
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 COF-P-I Drawdown Comparison

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

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

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

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

Correlation

Correlation between IVZ and COF-P-I 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)

IVZ vs COF-P-I dividend yield comparison.

Year	IVZ	COF-P-I
2026	1.53%	3.40%
2025	3.18%	6.58%
2024	4.66%	6.57%
2023	6.15%	6.78%
2022	4.07%	6.94%
2021	2.89%	4.67%
2020	4.45%	4.70%
2019	6.84%	1.11%
2018	7.11%	0.00%
2017	3.15%	0.00%
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%