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IVR vs SPY

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IVR, delivering a return of +13.3% compared to -10.7%

IVR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IVR
$689M
Winner
SPY
$735B
Expense Ratio
IVR
N/A
SPY
0.09%
Max Drawdown
IVR
97.36%
Winner
SPY
56.47%
Sharpe Ratio
IVR
1.05
Winner
SPY
1.62
5Y Beta
Winner
IVR
0.73
SPY
1.00
Industry
IVR
Reit - Mortgage
SPY
N/A
P/E Ratio
Winner
IVR
8.84
SPY
28.99
Forward P/E
Winner
IVR
3.46
SPY
22.37
PEG Ratio
IVR
0.51
SPY
N/A
Dividend Yield
IVR
17.80%
SPY
N/A
5Y Dividends CAGR
IVR
-7.33%
Winner
SPY
5.43%
5Y EPS CAGR
IVR
N/A
SPY
26.05%
Debt to Equity
Winner
IVR
0.00%
SPY
32.40%
Free Cash Flow Yield
IVR
23.85%
SPY
N/A
P/S Ratio
IVR
9.07
Winner
SPY
3.74
P/B Ratio
Winner
IVR
1.03
SPY
5.61

IVR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IVR
-1.33%
Winner
SPY
+1.90%
3M
IVR
-1.67%
Winner
SPY
+8.55%
6M
IVR
+4.20%
Winner
SPY
+8.18%
1Y
Winner
IVR
+26.96%
SPY
+25.79%
5Y(CAGR)
IVR
-10.66%
Winner
SPY
+13.32%
10Y(CAGR)
IVR
-11.93%
Winner
SPY
+15.19%
Max(CAGR)
IVR
-3.41%
Winner
SPY
+8.47%

IVR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVRSPY
2026-1.05%+8.26%
2025+23.51%+18.00%
2024+11.81%+25.59%
2023-17.05%+26.72%
2022-46.98%-18.64%
2021-7.07%+30.52%
2020-73.26%+17.28%
2019+27.18%+31.09%
2018-5.81%-5.24%
2017+32.84%+20.78%
2016+30.45%+13.59%
2015-10.92%+1.31%
2014+17.09%+14.56%
2013-19.77%+29.00%
2012+61.09%+14.17%
2011-22.83%+0.85%
2010+11.69%+13.14%
2009+25.69%+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%

IVR vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IVR drawdown is -85.42%. The current SPY drawdown is -2.90%.

RankIVRSPY
#1-92.63%
Feb 20, 2020 - Oct 25, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.84%
Jul 7, 2011 - Jul 16, 2012		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.19%
Mar 26, 2013 - Aug 1, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.39%
Apr 14, 2010 - Sep 21, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.81%
Dec 15, 2017 - Jan 24, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.31%
Nov 1, 2012 - Jan 2, 2013		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.17%
Aug 8, 2019 - Nov 8, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.59%
Mar 7, 2011 - May 12, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.41%
Sep 7, 2016 - Feb 13, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.79%
Sep 18, 2009 - Nov 12, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.05%
Jan 30, 2013 - Mar 22, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.91%
Oct 19, 2017 - Nov 20, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.82%
Dec 23, 2009 - Feb 2, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.16%
Apr 24, 2019 - Jun 19, 2019		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.12%
Apr 27, 2017 - Jun 9, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IVR and SPY is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53
-101

Dividend Comparison (1999 - 2026)

IVR vs SPY dividend yield comparison.

YearIVRSPY
20267.69%0.24%
202516.41%1.07%
202419.88%1.21%
202325.40%1.40%
202226.32%1.65%
202112.59%1.20%
202031.66%1.52%
201911.11%1.75%
201814.95%2.04%
20179.14%1.80%
201610.96%2.03%
201513.72%2.06%
201412.61%1.87%
201315.67%1.81%
201215.62%2.18%
201124.34%2.05%
201015.98%1.80%
20097.29%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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