IVZ vs SMH
IVZ: Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors. SMH: A thematic ETF providing concentrated exposure to the largest and most liquid companies in the global semiconductor industry.
Side-by-side fundamentals
| Metric | IVZ | SMH | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $30.09 | $607.27 | |
| Market cap as of 2026-06-30 (share count; price 2026-10-08) | $13.3B | n/a | |
| Net margin FY2024, SEC XBRL | +8.9% | n/a | |
| Operating margin FY2025, SEC XBRL | -10.9% | n/a | |
| ROE FY2024, SEC XBRL | +3.6% | n/a | |
| ROA FY2024, SEC XBRL | +2.0% | n/a | |
| Debt / equity as of 2026-09-02 | 0.85 | n/a | |
| Revenue growth (YoY) as of 2026-09-02 | -14.5% | n/a | |
| Revenue CAGR (3y) SEC XBRL | +1.8% | n/a | |
| Dividend yield as of 2026-09-02 | +2.9% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-09-02 | 1.55 | n/a | |
| 1-year return as of 2026-10-08 close | +25.4% | n/a |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.