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IONS vs IVZ

Comparison between Ionis Pharmaceuticals Inc (IONS, Company) and Invesco Ltd (IVZ, Company).

IONS is from the Healthcare sector, while IVZ is from the Financial Services sector.

5-Year PerformanceIONS has outperformed IVZ, delivering a return of +14.1% compared to +4.4%

IONS vs IVZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IONS
$12B
Winner
IVZ
$12B
Max Drawdown
IONS
91.72%
Winner
IVZ
86.76%
Sharpe Ratio
IONS
1.65
Winner
IVZ
2.03
5Y Beta
Winner
IONS
0.73
IVZ
1.50
Industry
IONS
Biotechnology
IVZ
Asset Management
P/E Ratio
IONS
-69.58
Winner
IVZ
-95.09
Forward P/E
IONS
90.91
Winner
IVZ
10.87
PEG Ratio
Winner
IONS
-1.47
IVZ
0.38
Dividend Yield
IONS
N/A
IVZ
2.99%
5Y Dividends CAGR
IONS
N/A
IVZ
5.88%
5Y EPS CAGR
IONS
-21.44%
IVZ
N/A
Debt to Equity
IONS
88.01%
Winner
IVZ
16.05%
Free Cash Flow Yield
IONS
-7.98%
Winner
IVZ
14.35%
P/S Ratio
IONS
11.72
Winner
IVZ
1.88
P/B Ratio
IONS
25.08
Winner
IVZ
1.27

IONS vs IVZ - Historical Returns

Returns include dividend reinvestment.

1M
IONS
-3.37%
Winner
IVZ
+2.75%
3M
IONS
+1.29%
Winner
IVZ
+27.33%
6M
IONS
-9.34%
Winner
IVZ
+11.92%
1Y
Winner
IONS
+105.71%
IVZ
+100.30%
5Y(CAGR)
Winner
IONS
+14.07%
IVZ
+4.41%
10Y(CAGR)
Winner
IONS
+13.07%
IVZ
+5.17%
Max(CAGR)
Winner
IONS
+7.47%
IVZ
+5.01%

IONS vs IVZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIONSIVZ
2026-8.03%+9.10%
2025+128.05%+55.41%
2024-33.88%+3.44%
2023+34.62%+4.77%
2022+15.86%-19.64%
2021-46.41%+39.42%
2020-7.14%+2.96%
2019+12.35%+14.30%
2018+9.77%-51.78%
2017+6.25%+22.29%
2016-22.45%-5.04%
2015+0.58%-11.97%
2014+54.85%+13.09%
2013+268.21%+38.64%
2012+44.00%+30.41%
2011-29.93%-15.98%
2010-10.20%+5.40%
2009-23.22%+60.61%
2008-7.80%-51.27%
2007+44.10%+36.10%
2006+111.81%+58.16%
2005-9.66%+26.72%
2004-13.36%-13.14%
2003-4.97%+14.58%
2002-68.69%-56.35%
2001+130.55%-28.04%
2000+77.49%+96.90%
1999-44.34%+23.34%

IONS vs IVZ Drawdown Comparison

The maximum drawdown for IONS was -91.43%, occurring on Mar 18, 2003. Recovery took 3357 trading sessions.

The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.

The current IONS drawdown is -15.29%. The current IVZ drawdown is -0.17%.

RankIONSIVZ
#1-91.43%
Mar 6, 2000 - Jul 11, 2013
-83.90%
Nov 3, 2000 - Apr 2, 2014
#2-73.25%
Mar 19, 2015 - Mar 14, 2019
-79.73%
Jan 26, 2018 - Dec 5, 2025
#3-70.39%
Apr 8, 2019 - Feb 6, 2026
-42.28%
Mar 20, 2015 - Jan 17, 2018
#4-68.14%
Dec 2, 1999 - Mar 1, 2000
-22.04%
Jan 16, 2026 - Apr 7, 2026
#5-61.05%
Feb 21, 2014 - Dec 10, 2014
-17.73%
Apr 3, 2000 - Apr 28, 2000
#6-28.35%
Jul 12, 2013 - Sep 19, 2013
-16.79%
May 2, 2000 - Jun 16, 2000
#7-20.89%
Sep 23, 2013 - Nov 27, 2013
-16.22%
Oct 2, 2000 - Oct 31, 2000
#8-19.78%
Jan 12, 2015 - Mar 19, 2015
-13.79%
Sep 18, 2014 - Nov 7, 2014
#9-19.45%
Feb 6, 2026 - Mar 24, 2026
-13.19%
Sep 1, 2000 - Oct 2, 2000
#10-11.84%
Dec 12, 2014 - Dec 19, 2014
-12.69%
Dec 5, 2014 - Mar 16, 2015
#11-11.49%
Dec 19, 2014 - Jan 5, 2015
-11.57%
Jan 18, 2000 - Mar 6, 2000
#12-8.95%
Jan 31, 2014 - Feb 13, 2014
-10.16%
Dec 29, 1999 - Jan 13, 2000
#13-8.58%
Nov 11, 1999 - Nov 17, 1999
-9.53%
Apr 2, 2014 - Jun 5, 2014
#14-7.67%
Jan 22, 2014 - Jan 31, 2014
-8.03%
Dec 13, 1999 - Dec 29, 1999
#15-7.49%
Dec 23, 2013 - Jan 8, 2014
-7.41%
Jul 17, 2000 - Aug 8, 2000

Correlation

Correlation between IONS and IVZ is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (1999 - 2026)

IONS vs IVZ dividend yield comparison.

YearIONSIVZ
20260.00%1.47%
20250.00%3.18%
20240.00%4.66%
20230.00%6.15%
20220.00%4.07%
20210.00%2.89%
20200.00%4.45%
20190.00%6.84%
20180.00%7.11%
20170.00%3.15%
20160.00%3.66%
20150.00%3.17%
20140.00%2.47%
20130.00%2.33%
20120.00%2.45%
20110.00%2.38%
20100.00%1.80%
20090.00%1.73%
20080.00%3.60%
20070.00%1.19%
20060.00%1.44%
20050.00%2.14%
20040.00%2.57%
20030.00%2.54%
20020.00%2.75%
20010.00%1.05%
20004.85%0.69%
19993.52%0.00%

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