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