IVZ
Price
$26.83
Change
-$0.58 (-2.12%)
Updated
Feb 4, 04:59 PM (EDT)
Capitalization
11.92B
82 days until earnings call
Intraday BUY SELL Signals
SRHQ
Price
$40.16
Change
+$1.42 (+3.67%)
Updated
Feb 4, 12:40 PM (EDT)
Net Assets
176.39M
Intraday BUY SELL Signals
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IVZ vs SRHQ

Header iconIVZ vs SRHQ Comparison
Open Charts IVZ vs SRHQBanner chart's image
Inves
Price$26.83
Change-$0.58 (-2.12%)
Volume$58.57K
Capitalization11.92B
SRH U.S. Quality GARP ETF
Price$40.16
Change+$1.42 (+3.67%)
VolumeN/A
Net Assets176.39M
IVZ vs SRHQ Comparison Chart in %
IVZ
Daily Signal:
Gain/Loss:
SRHQ
Daily Signal:
Gain/Loss:
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VS
IVZ vs. SRHQ commentary
Feb 05, 2026

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 StrongBuy and SRHQ is a Hold.

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COMPARISON
Comparison
Feb 05, 2026
Stock price -- (IVZ: $27.41)
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 4 TA indicator(s) are bullish.

  • IVZ’s TA Score: 4 bullish, 5 bearish.

Price Growth

IVZ (@Investment Managers) experienced а +0.92% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.43%. For the same industry, the average monthly price growth was +0.78%, and the average quarterly price growth was +8.84%.

Reported Earning Dates

IVZ is expected to report earnings on Apr 28, 2026.

Industries' Descriptions

@Investment Managers (-2.43% 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
14
VALUATION
overvalued / fair valued / undervalued
1..100
19
Undervalued
PROFIT vs RISK RATING
1..100
52
SMR RATING
1..100
81
PRICE GROWTH RATING
1..100
13
P/E GROWTH RATING
1..100
32
SEASONALITY SCORE
1..100
75

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
IVZSRHQ
RSI
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
59%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
81%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
55%
MACD
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
58%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
59%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
68%
Bullish Trend 2 days ago
73%
Advances
ODDS (%)
Bullish Trend 7 days ago
70%
N/A
Declines
ODDS (%)
Bearish Trend 22 days ago
67%
Bearish Trend 6 days ago
58%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
76%
Aroon
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
75%
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IVZ
Daily Signal:
Gain/Loss:
SRHQ
Daily Signal:
Gain/Loss:
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IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with CG. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then CG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
N/A
CG - IVZ
75%
Closely correlated
-3.46%
KKR - IVZ
72%
Closely correlated
-9.69%
TPG - IVZ
70%
Closely correlated
-8.38%
RJF - IVZ
69%
Closely correlated
-0.68%
BX - IVZ
69%
Closely correlated
-5.24%
More

SRHQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, SRHQ has been loosely correlated with AIT. These tickers have moved in lockstep 36% of the time. This A.I.-generated data suggests there is some statistical probability that if SRHQ jumps, then AIT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRHQ
1D Price
Change %
SRHQ100%
N/A
AIT - SRHQ
36%
Loosely correlated
+1.19%
KEYS - SRHQ
33%
Poorly correlated
+1.75%
TKR - SRHQ
33%
Poorly correlated
+1.21%
IVZ - SRHQ
33%
Poorly correlated
N/A
CWK - SRHQ
33%
Poorly correlated
-5.80%
More