IVZ vs CRBG

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

Both IVZ and CRBG are from the Financial Services sector.

IVZ vs CRBG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IVZ

$12B

Winner

CRBG

$12B

Max Drawdown

IVZ

86.76%

Winner

CRBG

37.95%

Sharpe Ratio

Winner

IVZ

2.00

CRBG

-0.41

5Y Beta

IVZ

1.50

Winner

CRBG

1.41

Industry

IVZ

Asset Management

CRBG

Asset Management

P/E Ratio

Winner

IVZ

-95.63

CRBG

46.47

Forward P/E

IVZ

10.37

Winner

CRBG

4.63

PEG Ratio

IVZ

0.38

CRBG

N/A

Dividend Yield

IVZ

3.00%

Winner

CRBG

3.67%

5Y Dividends CAGR

IVZ

5.88%

CRBG

N/A

Debt to Equity

IVZ

16.05%

Winner

CRBG

0.00%

Free Cash Flow Yield

Winner

IVZ

14.27%

CRBG

13.31%

P/S Ratio

IVZ

1.86

Winner

CRBG

0.66

P/B Ratio

IVZ

1.26

Winner

CRBG

1.18

IVZ vs CRBG - Historical Returns

Returns include dividend reinvestment.

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

Winner

IVZ

+2.73%

CRBG

-5.66%

Winner

IVZ

+11.45%

CRBG

+3.62%

Winner

IVZ

+5.87%

CRBG

-9.97%

Winner

IVZ

+98.62%

CRBG

-15.23%

5Y(CAGR)

IVZ

+3.26%

CRBG

N/A

10Y(CAGR)

IVZ

+3.63%

CRBG

N/A

Max(CAGR)

IVZ

+4.79%

Winner

CRBG

+14.37%

IVZ vs CRBG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVZ	CRBG
2026	+3.12%	-10.68%
2025	+55.41%	+2.42%
2024	+3.44%	+40.37%
2023	+4.77%	+24.22%
2022	-19.64%	-0.97%
2021	+39.42%	N/A
2020	+2.96%	N/A
2019	+14.30%	N/A
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 CRBG Drawdown Comparison

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

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

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

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

Correlation

Correlation between IVZ and CRBG 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)

IVZ vs CRBG dividend yield comparison.

Year	IVZ	CRBG
2026	1.55%	0.93%
2025	3.18%	3.18%
2024	4.66%	3.07%
2023	6.15%	12.47%
2022	4.07%	2.29%
2021	2.89%	0.00%
2020	4.45%	0.00%
2019	6.84%	0.00%
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%