IVZ
Price
$21.81
Change
+$0.38 (+1.77%)
Updated
Jul 25 closing price
Capitalization
7.41B
93 days until earnings call
SPDV
Price
$33.63
Change
-$0.04 (-0.12%)
Updated
Jul 25 closing price
Net Assets
73.17M
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IVZ vs SPDV

Header iconIVZ vs SPDV Comparison
Open Charts IVZ vs SPDVBanner chart's image
Inves
Price$21.81
Change+$0.38 (+1.77%)
Volume$4.96M
Capitalization7.41B
AAM S&P 500 High Dividend Value ETF
Price$33.63
Change-$0.04 (-0.12%)
Volume$1.92K
Net Assets73.17M
IVZ vs SPDV Comparison Chart in %
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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SPDV
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ vs. SPDV commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVZ is a Buy and SPDV is a Hold.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (IVZ: $21.81)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

IVZ’s FA Score shows that 3 FA rating(s) are green while.

  • IVZ’s FA Score: 3 green, 2 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

IVZ’s TA Score shows that 3 TA indicator(s) are bullish.

  • IVZ’s TA Score: 3 bullish, 4 bearish.

Price Growth

IVZ (@Investment Managers) experienced а +9.49% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.61%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +15.52%.

Reported Earning Dates

IVZ is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Managers (+0.61% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
IVZ: Fundamental Ratings
IVZ
OUTLOOK RATING
1..100
47
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
PROFIT vs RISK RATING
1..100
42
SMR RATING
1..100
82
PRICE GROWTH RATING
1..100
1
P/E GROWTH RATING
1..100
18
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
IVZSPDV
RSI
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 3 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
62%
Bearish Trend 3 days ago
83%
Momentum
ODDS (%)
N/A
Bullish Trend 3 days ago
78%
MACD
ODDS (%)
Bullish Trend 4 days ago
69%
Bullish Trend 3 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
70%
Bullish Trend 3 days ago
83%
Advances
ODDS (%)
Bullish Trend 5 days ago
70%
Bullish Trend 5 days ago
84%
Declines
ODDS (%)
Bearish Trend 13 days ago
66%
Bearish Trend 3 days ago
79%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
79%
Aroon
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
81%
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPDV
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+1.77%
JHG - IVZ
79%
Closely correlated
+0.19%
AMG - IVZ
76%
Closely correlated
+2.18%
STT - IVZ
75%
Closely correlated
+1.76%
TROW - IVZ
74%
Closely correlated
-0.59%
CG - IVZ
74%
Closely correlated
+1.83%
More

SPDV and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPDV has been closely correlated with PFG. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPDV jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPDV
1D Price
Change %
SPDV100%
-0.10%
PFG - SPDV
80%
Closely correlated
+0.90%
PRU - SPDV
80%
Closely correlated
+0.86%
TFC - SPDV
76%
Closely correlated
+0.36%
IVZ - SPDV
72%
Closely correlated
+1.77%
CVX - SPDV
66%
Loosely correlated
-0.64%
More