FDUS vs IVR
Comparison between Fidus Investment Corp (FDUS, Company) and Invesco Mortgage Capital Inc (IVR, Company).
FDUS is from the Financial Services sector, while IVR is from the Real Estate sector.
5-Year PerformanceFDUS has outperformed IVR, delivering a return of +14.6% compared to -13.4%
FDUS vs IVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDUS vs IVR - Historical Returns
Returns include dividend reinvestment.
FDUS vs IVR - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | FDUS | IVR |
|---|---|---|
| 2026 | +0.07% | +1.42% |
| 2025 | +0.79% | +23.51% |
| 2024 | +20.97% | +11.81% |
| 2023 | +18.93% | -17.05% |
| 2022 | +16.13% | -46.98% |
| 2021 | +54.52% | -7.07% |
| 2020 | +0.81% | -73.26% |
| 2019 | +38.22% | +27.18% |
| 2018 | -15.78% | -5.81% |
| 2017 | +3.59% | +32.84% |
| 2016 | +24.51% | +30.45% |
| 2015 | +2.90% | -10.92% |
| 2014 | -22.99% | +17.09% |
| 2013 | +44.85% | -19.77% |
| 2012 | +41.01% | +61.09% |
| 2011 | -9.19% | -22.83% |
| 2010 | N/A | +11.69% |
| 2009 | N/A | +25.69% |
FDUS vs IVR Drawdown Comparison
The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current FDUS drawdown is -6.96%. The current IVR drawdown is -85.06%.
| Rank | FDUS | IVR |
|---|---|---|
| #1 | -68.51% Dec 4, 2019 - Nov 27, 2020 | -92.63% Feb 20, 2020 - Oct 25, 2023 |
| #2 | -34.63% Dec 27, 2013 - Nov 25, 2016 | -36.84% Jul 7, 2011 - Jul 16, 2012 |
| #3 | -23.93% Feb 14, 2025 - Apr 8, 2025 | -36.19% Mar 26, 2013 - Aug 1, 2016 |
| #4 | -23.45% Apr 19, 2017 - Feb 20, 2019 | -18.39% Apr 14, 2010 - Sep 21, 2010 |
| #5 | -22.67% Jun 21, 2011 - Feb 13, 2012 | -15.81% Dec 15, 2017 - Jan 24, 2019 |
| #6 | -18.89% Apr 25, 2022 - Aug 15, 2022 | -15.31% Nov 1, 2012 - Jan 2, 2013 |
| #7 | -16.33% Aug 16, 2022 - Nov 7, 2022 | -10.17% Aug 8, 2019 - Nov 8, 2019 |
| #8 | -14.36% Oct 1, 2012 - Nov 30, 2012 | -9.59% Mar 7, 2011 - May 12, 2011 |
| #9 | -12.47% Jul 31, 2023 - Dec 19, 2023 | -9.41% Sep 7, 2016 - Feb 13, 2017 |
| #10 | -11.27% Nov 26, 2013 - Dec 24, 2013 | -8.79% Sep 18, 2009 - Nov 12, 2009 |
| #11 | -11.27% Jul 12, 2019 - Nov 29, 2019 | -7.05% Jan 30, 2013 - Mar 22, 2013 |
| #12 | -10.42% Feb 17, 2023 - Jun 27, 2023 | -6.91% Oct 19, 2017 - Nov 20, 2017 |
| #13 | -10.15% Dec 1, 2020 - Feb 16, 2021 | -6.82% Dec 23, 2009 - Feb 2, 2010 |
| #14 | -9.77% Mar 28, 2013 - Jun 3, 2013 | -6.16% Apr 24, 2019 - Jun 19, 2019 |
| #15 | -7.77% May 7, 2021 - Jun 7, 2021 | -6.12% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between FDUS and IVR is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2009 - 2026)
FDUS vs IVR dividend yield comparison.
| Year | FDUS | IVR |
|---|---|---|
| 2026 | 6.21% | 7.50% |
| 2025 | 11.14% | 16.41% |
| 2024 | 11.51% | 19.88% |
| 2023 | 14.63% | 25.40% |
| 2022 | 10.51% | 26.32% |
| 2021 | 8.90% | 12.59% |
| 2020 | 10.15% | 31.66% |
| 2019 | 10.78% | 11.11% |
| 2018 | 13.69% | 14.95% |
| 2017 | 10.54% | 9.14% |
| 2016 | 10.17% | 10.96% |
| 2015 | 11.69% | 13.72% |
| 2014 | 11.58% | 12.61% |
| 2013 | 8.92% | 15.67% |
| 2012 | 8.88% | 15.62% |
| 2011 | 4.93% | 24.34% |
| 2010 | 0.00% | 15.98% |
| 2009 | 0.00% | 7.29% |
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