IVZ vs VRTS
IVZ: Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors. VRTS: A multi-boutique asset management firm offering a diverse range of investment strategies through independent investment affiliates.
Side-by-side fundamentals
| Metric | IVZ | VRTS | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $30.09 | $131.59 | |
| Market cap | $13.3B | $871M | |
| P/E as of 2026-10-08 | n/a | 7.75 | |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | n/a | 0.88 | |
| Net margin | +8.9% | +15.9% | VRTS higher |
| Operating margin FY2025, SEC XBRL | -10.9% | +19.8% | VRTS higher |
| ROE | +3.6% | +14.6% | VRTS higher |
| ROA | +2.0% | +3.2% | VRTS higher |
| Debt / equity as of 2026-09-02 | 0.85 | 3.00 | IVZ lower |
| Revenue growth (YoY) as of 2026-09-02 | -14.5% | -7.6% | VRTS higher |
| Revenue CAGR (3y) SEC XBRL | +1.8% | -1.3% | IVZ higher |
| Dividend yield as of 2026-09-02 | +2.9% | +7.7% | VRTS higher |
| Dividend streak (yrs) SEC XBRL | 5 | 12 | VRTS higher |
| Beta as of 2026-09-02 | 1.55 | 1.06 | |
| 1-year return as of 2026-10-08 close | +25.4% | -31.7% | IVZ higher |
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.