BHFAP vs IVT

Comparison between Brighthouse Financial Inc (BHFAP, Company) and InvenTrust Properties Corp (IVT, Company).

BHFAP is from the Financial Services sector, while IVT is from the Real Estate sector.

5-Year PerformanceIVT has outperformed BHFAP, delivering a return of +98.4% compared to -5.2%

BHFAP vs IVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAP(COMPANY)	IVT(COMPANY)
Market Cap	$2.77B	$2.76B
Max Drawdown	49.83%	100.00%
Sharpe Ratio	-0.54	1.58
5Y Beta	0.29	0.47
Industry	Insurance - Life	Reit - Retail
P/E Ratio	1.32	25.06
Forward P/E	N/A	105.26
PEG Ratio	N/A	0.05
Dividend Yield	N/A	2.72%
5Y Dividends CAGR	4.56%	N/A
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	5.63%
P/S Ratio	0.35	8.95
P/B Ratio	0.15	1.55

Market Cap

Winner

BHFAP

$2.77B

IVT

$2.76B

Max Drawdown

Winner

BHFAP

49.83%

IVT

100.00%

Sharpe Ratio

BHFAP

-0.54

Winner

IVT

1.58

5Y Beta

Winner

BHFAP

0.29

IVT

0.47

Industry

BHFAP

Insurance - Life

IVT

Reit - Retail

P/E Ratio

Winner

BHFAP

1.32

IVT

25.06

Forward P/E

BHFAP

N/A

IVT

105.26

PEG Ratio

BHFAP

N/A

IVT

0.05

Dividend Yield

BHFAP

N/A

IVT

2.72%

5Y Dividends CAGR

BHFAP

4.56%

IVT

N/A

Debt to Equity

BHFAP

N/A

IVT

0.00%

Free Cash Flow Yield

BHFAP

N/A

IVT

5.63%

P/S Ratio

Winner

BHFAP

0.35

IVT

8.95

P/B Ratio

Winner

BHFAP

0.15

IVT

1.55

BHFAP vs IVT - Historical Returns

Returns include dividend reinvestment.

Period	BHFAP	IVT
1 month	-3.95%	+8.71%
3 months	-2.39%	+18.51%
6 months	+1.80%	+26.96%
1 year	-14.30%	+36.28%
5 years(CAGR)	-5.16%	+98.40%
10 years(CAGR)	N/A	+38.48%
Max(CAGR)	-0.12%	+19.73%

BHFAP

-3.95%

Winner

IVT

+8.71%

BHFAP

-2.39%

Winner

IVT

+18.51%

BHFAP

+1.80%

Winner

IVT

+26.96%

BHFAP

-14.30%

Winner

IVT

+36.28%

5Y(CAGR)

BHFAP

-5.16%

Winner

IVT

+98.40%

10Y(CAGR)

BHFAP

N/A

IVT

+38.48%

Max(CAGR)

BHFAP

-0.12%

Winner

IVT

+19.73%

BHFAP vs IVT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BHFAP	IVT
2026	-0.31%	+29.73%
2025	-24.93%	-2.06%
2024	+6.87%	+22.71%
2023	+4.21%	+13.82%
2022	-11.37%	-12.49%
2021	+3.64%	+2399.18%
2020	+5.94%	-28.43%
2019	+17.37%	+3.55%
2018	N/A	+3.33%
2017	N/A	-26.48%
2016	N/A	-1.68%
2015	N/A	-52.20%
2014	N/A	-8.33%

BHFAP vs IVT Drawdown Comparison

The maximum drawdown for BHFAP was -45.20%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The current BHFAP drawdown is -32.54%.

Rank	BHFAP	IVT
#1	-45.20% Feb 11, 2020 - Oct 6, 2020	-100.00% Jul 22, 2014 - Sep 27, 2021
#2	-39.63% Sep 24, 2024 - Jul 23, 2025	-74.53% Sep 29, 2021 - Oct 12, 2021
#3	-22.28% Jan 26, 2023 - Jan 30, 2024	-33.32% Jun 3, 2022 - Oct 16, 2024
#4	-16.39% Nov 5, 2021 - Jan 26, 2023	-15.72% Nov 27, 2024 - Feb 4, 2026
#5	-10.01% Apr 1, 2024 - Sep 3, 2024	-15.14% Apr 4, 2022 - Jun 2, 2022
#6	-7.16% Dec 9, 2020 - Apr 6, 2021	-12.82% Jan 4, 2022 - Mar 18, 2022
#7	-6.94% Oct 18, 2019 - Dec 17, 2019	-9.54% Oct 12, 2021 - Dec 6, 2021
#8	-6.09% Oct 7, 2020 - Nov 16, 2020	-6.51% May 19, 2014 - Jul 10, 2014
#9	-5.37% Jul 7, 2021 - Nov 5, 2021	-6.17% Apr 27, 2026 - May 26, 2026
#10	-5.03% Jan 31, 2024 - Mar 20, 2024	-4.51% Dec 8, 2021 - Dec 20, 2021
#11	-4.13% Apr 6, 2021 - Jun 9, 2021	-4.19% Mar 17, 2026 - Apr 9, 2026
#12	-3.59% Jun 17, 2019 - Jul 25, 2019	-3.08% Nov 11, 2024 - Nov 27, 2024
#13	-2.95% Sep 9, 2019 - Sep 19, 2019	-2.71% May 28, 2026 - Jun 5, 2026
#14	-2.90% Dec 17, 2019 - Feb 10, 2020	-2.63% Oct 18, 2024 - Oct 30, 2024
#15	-2.02% Jul 31, 2019 - Aug 19, 2019	-2.54% Dec 30, 2021 - Jan 4, 2022

Correlation

Correlation between BHFAP and IVT is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2015 - 2026)

BHFAP vs IVT dividend yield comparison.

Year	BHFAP	IVT
2026	5.65%	0.70%
2025	10.82%	3.37%
2024	7.60%	3.00%
2023	7.62%	3.40%
2022	7.50%	3.47%
2021	6.16%	0.82%
2020	5.94%	1.73%
2019	4.46%	3.51%
2017	0.00%	1.13%
2016	0.00%	4.18%
2015	0.00%	0.77%