BWA vs IVZ
Comparison between BorgWarner Inc (BWA, Company) and Invesco Ltd (IVZ, Company).
BWA is from the Consumer Cyclical sector, while IVZ is from the Financial Services sector.
5-Year PerformanceBWA has outperformed IVZ, delivering a return of +12.6% compared to +10.3%
BWA vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BWA vs IVZ - Historical Returns
Returns include dividend reinvestment.
BWA vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BWA | IVZ |
|---|---|---|
| 2026 | +38.72% | +23.18% |
| 2025 | +46.06% | +55.41% |
| 2024 | -10.38% | +3.44% |
| 2023 | +2.47% | +4.77% |
| 2022 | -9.40% | -19.64% |
| 2021 | +20.20% | +39.42% |
| 2020 | -10.38% | +2.96% |
| 2019 | +25.75% | +14.30% |
| 2018 | -31.89% | -51.78% |
| 2017 | +29.14% | +22.29% |
| 2016 | -5.18% | -5.04% |
| 2015 | -20.22% | -11.97% |
| 2014 | +0.89% | +13.09% |
| 2013 | +50.83% | +38.64% |
| 2012 | +9.46% | +30.41% |
| 2011 | -13.11% | -15.98% |
| 2010 | +114.21% | +5.40% |
| 2009 | +45.65% | +60.61% |
| 2008 | -52.77% | -51.27% |
| 2007 | +63.88% | +36.10% |
| 2006 | -3.39% | +58.16% |
| 2005 | +15.44% | +26.72% |
| 2004 | +28.28% | -13.14% |
| 2003 | +63.75% | +14.58% |
| 2002 | -2.65% | -56.35% |
| 2001 | +33.20% | -28.04% |
| 2000 | +5.11% | +96.90% |
| 1999 | +1.55% | +23.34% |
BWA vs IVZ Drawdown Comparison
The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current BWA drawdown is -16.46%. The current IVZ drawdown is -0.37%.
| Rank | BWA | IVZ |
|---|---|---|
| #1 | -72.14% May 16, 2008 - Oct 27, 2010 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -68.23% Jul 9, 2014 - Feb 4, 2026 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -42.29% May 23, 2002 - Jul 18, 2003 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -33.05% Aug 7, 2001 - Jan 29, 2002 | -22.04% Jan 16, 2026 - Jun 15, 2026 |
| #5 | -31.25% Apr 4, 2011 - Feb 16, 2012 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -30.45% Mar 15, 2012 - Jul 10, 2013 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -28.43% Nov 19, 1999 - May 1, 2000 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -28.16% May 16, 2000 - Feb 6, 2001 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -23.80% Feb 12, 2026 - May 13, 2026 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -23.35% Oct 31, 2007 - May 7, 2008 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -21.49% Jan 26, 2004 - Nov 5, 2004 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -20.01% Jun 4, 2026 - Jul 20, 2026 | -11.40% Jun 16, 2026 - Jul 15, 2026 |
| #13 | -19.91% May 16, 2006 - Jan 24, 2007 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #14 | -17.83% Jul 16, 2007 - Oct 1, 2007 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -16.41% Feb 1, 2005 - Jun 13, 2005 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
Correlation
Correlation between BWA and IVZ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
BWA vs IVZ dividend yield comparison.
| Year | BWA | IVZ |
|---|---|---|
| 2026 | 0.53% | 1.97% |
| 2025 | 1.24% | 3.18% |
| 2024 | 1.38% | 4.66% |
| 2023 | 1.45% | 6.15% |
| 2022 | 1.69% | 4.07% |
| 2021 | 1.51% | 2.89% |
| 2020 | 1.76% | 4.45% |
| 2019 | 1.57% | 6.84% |
| 2018 | 1.96% | 7.11% |
| 2017 | 1.15% | 3.15% |
| 2016 | 1.34% | 3.66% |
| 2015 | 1.20% | 3.17% |
| 2014 | 0.93% | 2.47% |
| 2013 | 0.45% | 2.33% |
| 2012 | 0.00% | 2.45% |
| 2011 | 0.00% | 2.38% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.36% | 1.73% |
| 2008 | 2.02% | 3.60% |
| 2007 | 0.70% | 1.19% |
| 2006 | 1.08% | 1.44% |
| 2005 | 0.92% | 2.14% |
| 2004 | 0.92% | 2.57% |
| 2003 | 0.85% | 2.54% |
| 2002 | 1.19% | 2.75% |
| 2001 | 1.15% | 1.05% |
| 2000 | 1.50% | 0.69% |
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