IVZ correlations (Invesco)
Every correlation that matters for IVZ: the assets it tracks, the ones that offset it, and where it sits among 4756 US stocks and ETFs.
Data as of 2026-08-27 · refreshed every trading day · Financials · Asset Management & Custody Banks
Volatility (ann.)
32.6%
3y weekly
Beta vs S&P 500
1.29
3y weekly
1-year return
+55.9%
price, adjusted
5-year return
+63.7%
price, adjusted
Market cap
$14.7B
latest
Dividend yield
2.58%
trailing
Max drawdown
-36.5%
3y, daily closes
IVZ over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with IVZ
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| MDY | SPDR S&P MidCap 400 ETF | 0.68 | |
| CG | The Carlyle Group Inc. | 0.68 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.68 | |
| IWM | iShares Russell 2000 ETF | 0.68 | |
| BLK | BlackRock | 0.67 | |
| APAM | Artisan Partners Asset Management Inc. | 0.67 | |
| SPYV | SPDR Portfolio S&P 500 Value ETF | 0.65 | |
| BNT | Brookfield Wealth Solutions Ltd. Class A Exchangeable | 0.65 | |
| STT | State Street Corporation | 0.65 | |
| MS | Morgan Stanley | 0.65 | |
| GS | Goldman Sachs | 0.65 | |
| BN | Brookfield Corporation Class A Limited Voting Shares | 0.65 | |
| VYM | Vanguard High Dividend Yield ETF | 0.64 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 0.64 | |
| VTV | Vanguard Value ETF | 0.63 |
Best diversifiers for IVZ
These are the assets whose returns had the least to do with IVZ's, historically the most independent picks in our universe.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.57 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.53 | |
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.35 | |
| TCRT | Alaunos Therapeutics, Inc. | -0.19 | |
| LICN | Lichen International Limited - Class A | -0.19 | |
| EHGO | Eshallgo Inc. - Class A | -0.18 | |
| RETO | ReTo Eco-Solutions, Inc. - Class A Shares | -0.17 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | -0.15 | |
| MACI | Melar Acquisition Corp. I - Class A | -0.15 | |
| MOBX | Mobix Labs, Inc. | -0.15 |
IVZ vs benchmarks
IVZ vs its peers
Get IVZ data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/ivz.jsonCorrelations, diversifiers, beta and volatility for IVZ, plus one endpoint per pair. API documentation.
