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INVH vs SPY

Comparison between Invitation Homes Inc (INVH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed INVH, delivering a return of +13.3% compared to -2.2%

INVH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
INVH
$18B
Winner
SPY
$781B
Expense Ratio
INVH
N/A
SPY
0.09%
Max Drawdown
Winner
INVH
50.54%
SPY
56.47%
Sharpe Ratio
INVH
0.12
Winner
SPY
1.42
5Y Beta
Winner
INVH
0.35
SPY
1.00
Industry
INVH
Reit - Residential
SPY
N/A
P/E Ratio
INVH
27.71
Winner
SPY
26.48
Forward P/E
INVH
36.23
Winner
SPY
20.90
PEG Ratio
INVH
1.17
Winner
SPY
0.30
Dividend Yield
INVH
3.91%
SPY
N/A
5Y Dividends CAGR
Winner
INVH
18.25%
SPY
6.00%
5Y EPS CAGR
INVH
23.05%
Winner
SPY
26.40%
Debt to Equity
INVH
94.17%
Winner
SPY
48.17%
Free Cash Flow Yield
INVH
6.66%
SPY
N/A
P/S Ratio
INVH
6.36
Winner
SPY
3.72
P/B Ratio
Winner
INVH
1.95
SPY
5.55

INVH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
INVH
+0.56%
Winner
SPY
+3.42%
3M
INVH
+5.88%
Winner
SPY
+5.97%
6M
Winner
INVH
+17.86%
SPY
+12.56%
1Y
INVH
+4.92%
Winner
SPY
+23.65%
5Y(CAGR)
INVH
-2.24%
Winner
SPY
+13.33%
10Y(CAGR)
INVH
+7.24%
Winner
SPY
+15.34%
Max(CAGR)
INVH
+7.24%
Winner
SPY
+8.61%

INVH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearINVHSPY
2026+12.00%+13.79%
2025-8.13%+18.00%
2024-4.58%+25.59%
2023+21.23%+26.72%
2022-32.45%-18.64%
2021+61.66%+30.52%
2020+2.97%+17.28%
2019+55.21%+31.09%
2018-12.80%-5.24%
2017+19.02%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

INVH vs SPY Drawdown Comparison

The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current INVH drawdown is -21.65%.

RankINVHSPY
#1-50.54%
Feb 18, 2020 - Mar 26, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.45%
Dec 31, 2021 - Mar 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.47%
Sep 21, 2018 - Mar 14, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.73%
Dec 15, 2017 - Sep 11, 2018		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.75%
Sep 2, 2021 - Dec 6, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.31%
Oct 21, 2019 - Jan 22, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.86%
Aug 17, 2017 - Nov 10, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.02%
Jun 2, 2017 - Aug 11, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.72%
Jun 19, 2019 - Jul 9, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.63%
Sep 3, 2019 - Sep 20, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.99%
Jul 27, 2021 - Aug 30, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.83%
Nov 10, 2017 - Dec 14, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.81%
Apr 15, 2019 - Apr 26, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.79%
Jun 10, 2021 - Jul 6, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.53%
Jul 10, 2019 - Aug 16, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between INVH and SPY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

INVH vs SPY dividend yield comparison.

YearINVHSPY
20261.98%0.48%
20254.21%1.07%
20243.53%1.21%
20233.87%1.40%
20222.97%1.65%
20211.50%1.20%
20202.02%1.52%
20191.74%1.75%
20182.19%2.04%
20170.93%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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