Invesco Ltd. vs iShares 1 3 Year Treasury Bond ETF — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while iShares 1 3 Year Treasury Bond ETF trades at $81.9. The key difference: Invesco Ltd. pays a 2.9% dividend while iShares 1 3 Year Treasury Bond ETF pays none, and Invesco Ltd. is trading nearer its 52-week high, iShares 1 3 Year Treasury Bond ETF nearer its low. Which is the better fit depends on your goals.
| IVZ | SHY | |
|---|---|---|
Market Cap | $13.15B | — |
Sector | Financials | Fixed Income |
52-Week High | $30.30 | $83.18 |
52-Week Low | $20.20 | $81.79 |
Enterprise Value | $23.39B | — |
Dividend Yield | 2.9% | — |
Trailing returns across standard periods
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →SHY provides exposure to U.S. Treasury bonds with remaining maturities between one and three years. It is a low-risk, highly liquid ETF designed for capital preservation and short-term income, featuring 2026 top holdings across various Treasury Notes.
Read more on SHY →