ALLE vs IVZ
Comparison between Allegion plc (ALLE, Company) and Invesco Ltd (IVZ, Company).
ALLE is from the Industrials sector, while IVZ is from the Financial Services sector.
5-Year PerformanceIVZ has outperformed ALLE, delivering a return of +3.5% compared to +1.2%
ALLE vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ALLE vs IVZ - Historical Returns
Returns include dividend reinvestment.
ALLE vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ALLE | IVZ |
|---|---|---|
| 2026 | -14.16% | -2.43% |
| 2025 | +25.55% | +55.41% |
| 2024 | +6.73% | +3.44% |
| 2023 | +19.54% | +4.77% |
| 2022 | -17.33% | -19.64% |
| 2021 | +16.96% | +39.42% |
| 2020 | -6.03% | +2.96% |
| 2019 | +55.27% | +14.30% |
| 2018 | +0.74% | -51.78% |
| 2017 | +23.96% | +22.29% |
| 2016 | -0.10% | -5.04% |
| 2015 | +20.53% | -11.97% |
| 2014 | +27.82% | +13.09% |
| 2013 | -8.84% | +38.64% |
| 2012 | N/A | +30.41% |
| 2011 | N/A | -15.98% |
| 2010 | N/A | +5.40% |
| 2009 | N/A | +60.61% |
| 2008 | N/A | -51.27% |
| 2007 | N/A | +36.10% |
| 2006 | N/A | +58.16% |
| 2005 | N/A | +26.72% |
| 2004 | N/A | -13.14% |
| 2003 | N/A | +14.58% |
| 2002 | N/A | -56.35% |
| 2001 | N/A | -28.04% |
| 2000 | N/A | +96.90% |
| 1999 | N/A | +23.34% |
ALLE vs IVZ Drawdown Comparison
The maximum drawdown for ALLE was -43.23%, occurring on Mar 23, 2020. Recovery took 299 trading sessions.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current ALLE drawdown is -23.17%. The current IVZ drawdown is -11.39%.
| Rank | ALLE | IVZ |
|---|---|---|
| #1 | -43.23% Feb 14, 2020 - Apr 23, 2021 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -38.87% Sep 3, 2021 - Sep 16, 2024 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -29.84% Feb 6, 2026 - May 15, 2026 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -22.13% Oct 18, 2024 - Jul 17, 2025 | -22.04% Jan 16, 2026 - Jun 15, 2026 |
| #5 | -21.68% Jun 20, 2014 - Feb 6, 2015 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -20.84% Dec 1, 2015 - May 24, 2016 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -18.80% Dec 3, 2018 - Feb 12, 2019 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -16.23% Jul 1, 2019 - Oct 24, 2019 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -16.09% Oct 12, 2017 - Sep 5, 2018 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -16.04% Nov 18, 2013 - Jan 22, 2014 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -13.55% Aug 15, 2016 - Feb 16, 2017 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -13.17% Aug 17, 2015 - Oct 28, 2015 | -11.39% Jun 16, 2026 - Jun 25, 2026 |
| #13 | -12.68% Oct 2, 2018 - Nov 28, 2018 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #14 | -12.62% Feb 27, 2014 - Jun 6, 2014 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -12.25% Oct 21, 2025 - Feb 6, 2026 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
Correlation
Correlation between ALLE and IVZ is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
ALLE vs IVZ dividend yield comparison.
| Year | ALLE | IVZ |
|---|---|---|
| 2026 | 0.80% | 1.64% |
| 2025 | 1.28% | 3.18% |
| 2024 | 1.47% | 4.66% |
| 2023 | 1.42% | 6.15% |
| 2022 | 1.56% | 4.07% |
| 2021 | 1.09% | 2.89% |
| 2020 | 1.10% | 4.45% |
| 2019 | 0.87% | 6.84% |
| 2018 | 1.05% | 7.11% |
| 2017 | 0.80% | 3.15% |
| 2016 | 0.75% | 3.66% |
| 2015 | 0.61% | 3.17% |
| 2014 | 0.58% | 2.47% |
| 2013 | 0.00% | 2.33% |
| 2012 | 0.00% | 2.45% |
| 2011 | 0.00% | 2.38% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.73% |
| 2008 | 0.00% | 3.60% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 1.44% |
| 2005 | 0.00% | 2.14% |
| 2004 | 0.00% | 2.57% |
| 2003 | 0.00% | 2.54% |
| 2002 | 0.00% | 2.75% |
| 2001 | 0.00% | 1.05% |
| 2000 | 0.00% | 0.69% |
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