BAX vs IVZ
Comparison between Baxter International Inc (BAX, Company) and Invesco Ltd (IVZ, Company).
BAX is from the Healthcare sector, while IVZ is from the Financial Services sector.
5-Year PerformanceIVZ has outperformed BAX, delivering a return of +9.8% compared to -16.4%
BAX vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAX vs IVZ - Historical Returns
Returns include dividend reinvestment.
BAX vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BAX | IVZ |
|---|---|---|
| 2026 | +41.38% | +19.09% |
| 2025 | -33.51% | +55.41% |
| 2024 | -22.80% | +3.44% |
| 2023 | -22.01% | +4.77% |
| 2022 | -40.27% | -19.64% |
| 2021 | +8.61% | +39.42% |
| 2020 | -5.48% | +2.96% |
| 2019 | +29.42% | +14.30% |
| 2018 | -0.98% | -51.78% |
| 2017 | +46.96% | +22.29% |
| 2016 | +20.68% | -5.04% |
| 2015 | -3.13% | -11.97% |
| 2014 | +8.97% | +13.09% |
| 2013 | +5.71% | +38.64% |
| 2012 | +35.52% | +30.41% |
| 2011 | +0.19% | -15.98% |
| 2010 | -10.97% | +5.40% |
| 2009 | +8.74% | +60.61% |
| 2008 | -5.82% | -51.27% |
| 2007 | +26.49% | +36.10% |
| 2006 | +22.50% | +58.16% |
| 2005 | +10.38% | +26.72% |
| 2004 | +16.56% | -13.14% |
| 2003 | +8.47% | +14.58% |
| 2002 | -46.20% | -56.35% |
| 2001 | +21.04% | -28.04% |
| 2000 | +45.84% | +96.90% |
| 1999 | -1.31% | +23.34% |
BAX vs IVZ Drawdown Comparison
The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current BAX drawdown is -67.13%. The current IVZ drawdown is -1.34%.
| Rank | BAX | IVZ |
|---|---|---|
| #1 | -81.15% Apr 20, 2020 - Mar 30, 2026 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -68.23% Mar 27, 2002 - Apr 17, 2007 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -40.89% Aug 8, 2008 - Nov 2, 2012 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -24.29% Nov 19, 1999 - May 24, 2000 | -22.04% Jan 16, 2026 - Jun 15, 2026 |
| #5 | -23.17% Aug 5, 2015 - Apr 4, 2016 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -23.09% Feb 6, 2020 - Apr 20, 2020 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -20.87% Oct 1, 2018 - Mar 19, 2019 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -17.21% Oct 1, 2001 - Jan 23, 2002 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -14.77% Oct 18, 2000 - Dec 28, 2000 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -14.66% Jul 16, 2007 - Oct 18, 2007 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -14.57% Sep 6, 2019 - Jan 15, 2020 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -14.31% Jan 16, 2008 - Jul 8, 2008 | -11.40% Jun 16, 2026 - Jul 15, 2026 |
| #13 | -14.30% Jul 24, 2014 - Aug 5, 2015 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #14 | -13.56% Jul 22, 2013 - Mar 28, 2014 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -13.42% Jan 26, 2018 - May 21, 2018 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
Correlation
Correlation between BAX and IVZ is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
BAX vs IVZ dividend yield comparison.
| Year | BAX | IVZ |
|---|---|---|
| 2026 | 0.07% | 1.35% |
| 2025 | 2.72% | 3.18% |
| 2024 | 3.57% | 4.66% |
| 2023 | 3.00% | 6.15% |
| 2022 | 2.26% | 4.07% |
| 2021 | 1.26% | 2.89% |
| 2020 | 1.19% | 4.45% |
| 2019 | 1.02% | 6.84% |
| 2018 | 1.11% | 7.11% |
| 2017 | 0.94% | 3.15% |
| 2016 | 1.14% | 3.66% |
| 2015 | 87.05% | 3.17% |
| 2014 | 2.80% | 2.47% |
| 2013 | 2.76% | 2.33% |
| 2012 | 2.36% | 2.45% |
| 2011 | 2.56% | 2.38% |
| 2010 | 2.33% | 1.80% |
| 2009 | 1.82% | 1.73% |
| 2008 | 1.70% | 3.60% |
| 2007 | 1.24% | 1.19% |
| 2006 | 1.25% | 1.44% |
| 2005 | 1.55% | 2.14% |
| 2004 | 1.69% | 2.57% |
| 2003 | 1.91% | 2.54% |
| 2002 | 2.08% | 2.75% |
| 2001 | 1.09% | 1.05% |
| 2000 | 1.32% | 0.69% |
| 1999 | 0.46% | 0.00% |
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