ERIE vs IVZ
Comparison between Erie Indemnity Co. - Class A (ERIE, Company) and Invesco Ltd (IVZ, Company).
Both ERIE and IVZ are from the Financial Services sector.
5-Year PerformanceERIE has outperformed IVZ, delivering a return of +5.1% compared to +4.8%
ERIE vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERIE vs IVZ - Historical Returns
Returns include dividend reinvestment.
ERIE vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ERIE | IVZ |
|---|---|---|
| 2026 | -18.46% | +9.74% |
| 2025 | -28.92% | +55.41% |
| 2024 | +24.67% | +3.44% |
| 2023 | +39.75% | +4.77% |
| 2022 | +31.76% | -19.64% |
| 2021 | -18.76% | +39.42% |
| 2020 | +53.13% | +2.96% |
| 2019 | +30.09% | +14.30% |
| 2018 | +14.91% | -51.78% |
| 2017 | +10.96% | +22.29% |
| 2016 | +21.90% | -5.04% |
| 2015 | +10.52% | -11.97% |
| 2014 | +29.89% | +13.09% |
| 2013 | +8.06% | +38.64% |
| 2012 | -4.19% | +30.41% |
| 2011 | +21.00% | -15.98% |
| 2010 | +71.55% | +5.40% |
| 2009 | +8.54% | +60.61% |
| 2008 | -23.30% | -51.27% |
| 2007 | -7.83% | +36.10% |
| 2006 | +11.45% | +58.16% |
| 2005 | +4.58% | +26.72% |
| 2004 | +27.59% | -13.14% |
| 2003 | +18.16% | +14.58% |
| 2002 | -2.49% | -56.35% |
| 2001 | +30.77% | -28.04% |
| 2000 | -1.93% | +96.90% |
| 1999 | +1.57% | +23.34% |
ERIE vs IVZ Drawdown Comparison
The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 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 ERIE drawdown is -57.68%.
| Rank | ERIE | IVZ |
|---|---|---|
| #1 | -60.86% Sep 24, 2024 - Jun 3, 2026 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -50.77% Sep 18, 2007 - Sep 1, 2010 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -49.12% Jul 25, 2019 - Jan 8, 2021 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -36.75% Feb 9, 2021 - Oct 31, 2022 | -22.04% Jan 16, 2026 - Jun 15, 2026 |
| #5 | -27.64% Nov 30, 2022 - Aug 9, 2023 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -27.08% Nov 30, 1999 - May 16, 2001 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -24.03% May 6, 2002 - Feb 9, 2004 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -20.26% Oct 27, 2011 - Mar 15, 2013 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -17.94% Jul 22, 2013 - Oct 17, 2014 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -17.64% May 31, 2001 - Jul 30, 2001 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -15.91% Mar 7, 2024 - Jul 26, 2024 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -15.67% Jul 21, 2011 - Oct 10, 2011 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #13 | -13.29% Feb 23, 2015 - Nov 18, 2015 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #14 | -12.66% Jul 28, 2017 - Aug 1, 2018 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
| #15 | -12.36% Oct 17, 2023 - Dec 11, 2023 | -7.41% Jul 17, 2000 - Aug 8, 2000 |
Correlation
Correlation between ERIE and IVZ is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
ERIE vs IVZ dividend yield comparison.
| Year | ERIE | IVZ |
|---|---|---|
| 2026 | 1.31% | 1.46% |
| 2025 | 1.90% | 3.18% |
| 2024 | 1.24% | 4.66% |
| 2023 | 1.42% | 6.15% |
| 2022 | 1.79% | 4.07% |
| 2021 | 2.15% | 2.89% |
| 2020 | 2.39% | 4.45% |
| 2019 | 2.17% | 6.84% |
| 2018 | 2.52% | 7.11% |
| 2017 | 2.57% | 3.15% |
| 2016 | 1.95% | 3.66% |
| 2015 | 3.61% | 3.17% |
| 2014 | 2.80% | 2.47% |
| 2013 | 2.43% | 2.33% |
| 2012 | 6.94% | 2.45% |
| 2011 | 2.64% | 2.38% |
| 2010 | 2.20% | 1.80% |
| 2009 | 4.69% | 1.73% |
| 2008 | 5.87% | 3.60% |
| 2007 | 3.08% | 1.19% |
| 2006 | 2.48% | 1.44% |
| 2005 | 2.44% | 2.14% |
| 2004 | 1.23% | 2.57% |
| 2003 | 2.30% | 2.54% |
| 2002 | 1.88% | 2.75% |
| 2001 | 1.58% | 1.05% |
| 2000 | 1.81% | 0.69% |
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