Compare Invesco Ltd. (IVZ) vs YieldMax Universe Fund of Option Income ETFs (YMAX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Invesco Ltd. vs YieldMax Universe Fund of Option Income ETFs — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while YieldMax Universe Fund of Option Income ETFs trades at $7.65. The key difference: Invesco Ltd. pays a 2.9% dividend while YieldMax Universe Fund of Option Income ETFs pays none, and Invesco Ltd. is trading nearer its 52-week high, YieldMax Universe Fund of Option Income ETFs nearer its low. Which is the better fit depends on your goals.
| IVZ | YMAX | |
|---|---|---|
Market Cap | $13.15B | — |
Sector | Financials | Income / Options Overlay |
52-Week High | $30.30 | $14.00 |
52-Week Low | $20.20 | $7.51 |
Enterprise Value | $23.39B | — |
Dividend Yield | 2.9% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $30.10, up 1.59% with a bullish technical outlook supported by moving averages. The company reported mixed Q1 2026 earnings, missing estimates after two consecutive beats. While revenue has grown to $6.38 billion in 2025, net income remains negative at -$281.7 million, though improving from 2023 lows. Analyst consensus shows 42.9% buy ratings with a $30.64 price target, slightly above current levels.
IVZ presents a balanced risk-reward profile with improving operational cash flow ($1.53B in 2025) and positive earnings momentum offset by persistent negative profitability metrics. The stock's valuation appears reasonable with P/E of 19.48 and P/B of 1.35, but investors face execution risks amid competitive asset management pressures and macroeconomic sensitivity.
YMAX trades at $7.52 with no recent price movement. Technical indicators show a bearish trend with moving averages signaling sell and oscillators neutral. The stock faces significant resistance at $8 and support at $7. Recent news highlights concerns over shrinking dividends and layered fees in its fund-of-funds structure, impacting investor returns.
The outlook for YMAX is cautious due to declining dividend payouts and high fee structure risks. While oversold RSI levels may offer short-term bounce potential, fundamental data is unavailable, and sentiment is negative. Investors should weigh income erosion against technical oversold conditions before considering entry.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Invesco Ltd.
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 →About YieldMax Universe Fund of Option Income ETFs
YMAX is an actively managed 'fund of funds' that provides equal-weighted exposure to the full suite of YieldMax option income ETFs. It is designed to generate high current income by aggregating the premiums from various single-stock and thematic covered call strategies, offering a diversified approach to high-yield option investing.
Read more on YMAX →
