IVR vs TBLD

Comparison between Invesco Mortgage Capital Inc (IVR, Company) and Thornburg Income Builder Opportunities Trust (TBLD, Company).

IVR is from the Real Estate sector, while TBLD is from the Financial Services sector.

5-Year PerformanceTBLD has outperformed IVR, delivering a return of +9.7% compared to -13.1%

IVR vs TBLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVR(COMPANY)	TBLD(COMPANY)
Market Cap	$691M	$690M
Max Drawdown	97.36%	38.74%
Sharpe Ratio	0.97	1.39
5Y Beta	0.72	0.38
Industry	Reit - Mortgage	Asset Management
P/E Ratio	8.86	7.07
Forward P/E	3.54	N/A
PEG Ratio	0.51	N/A
Dividend Yield	17.50%	N/A
5Y Dividends CAGR	-7.33%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	23.79%	0.00%
P/S Ratio	9.18	4.74
P/B Ratio	1.02	0.95

Market Cap

Winner

IVR

$691M

TBLD

$690M

Max Drawdown

IVR

97.36%

Winner

TBLD

38.74%

Sharpe Ratio

IVR

0.97

Winner

TBLD

1.39

5Y Beta

IVR

0.72

Winner

TBLD

0.38

Industry

IVR

Reit - Mortgage

TBLD

Asset Management

P/E Ratio

IVR

8.86

Winner

TBLD

7.07

Forward P/E

IVR

3.54

TBLD

N/A

PEG Ratio

IVR

0.51

TBLD

N/A

Dividend Yield

IVR

17.50%

TBLD

N/A

5Y Dividends CAGR

IVR

-7.33%

TBLD

N/A

Debt to Equity

IVR

0.00%

TBLD

0.00%

Free Cash Flow Yield

Winner

IVR

23.79%

TBLD

0.00%

P/S Ratio

IVR

9.18

Winner

TBLD

4.74

P/B Ratio

IVR

1.02

Winner

TBLD

0.95

IVR vs TBLD - Historical Returns

Returns include dividend reinvestment.

Period	IVR	TBLD
1 month	+2.53%	+1.03%
3 months	+3.42%	+4.89%
6 months	+10.64%	+14.62%
1 year	+27.72%	+23.45%
5 years(CAGR)	-13.13%	+9.73%
10 years(CAGR)	-11.50%	N/A
Max(CAGR)	-3.22%	+9.73%

Winner

IVR

+2.53%

TBLD

+1.03%

IVR

+3.42%

Winner

TBLD

+4.89%

IVR

+10.64%

Winner

TBLD

+14.62%

Winner

IVR

+27.72%

TBLD

+23.45%

5Y(CAGR)

IVR

-13.13%

Winner

TBLD

+9.73%

10Y(CAGR)

IVR

-11.50%

TBLD

N/A

Max(CAGR)

IVR

-3.22%

Winner

TBLD

+9.73%

IVR vs TBLD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IVR	TBLD
2026	+2.19%	+11.65%
2025	+23.51%	+32.03%
2024	+11.81%	+14.77%
2023	-17.05%	+17.12%
2022	-46.98%	-18.29%
2021	-7.07%	-4.16%
2020	-73.26%	N/A
2019	+27.18%	N/A
2018	-5.81%	N/A
2017	+32.84%	N/A
2016	+30.45%	N/A
2015	-10.92%	N/A
2014	+17.09%	N/A
2013	-19.77%	N/A
2012	+61.09%	N/A
2011	-22.83%	N/A
2010	+11.69%	N/A
2009	+25.69%	N/A

IVR vs TBLD 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 TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.

The current IVR drawdown is -84.95%. The current TBLD drawdown is -3.22%.

Rank	IVR	TBLD
#1	-92.63% Feb 20, 2020 - Oct 25, 2023	-33.64% Sep 1, 2021 - Jul 8, 2024
#2	-36.84% Jul 7, 2011 - Jul 16, 2012	-8.02% Sep 30, 2024 - Feb 13, 2025
#3	-36.19% Mar 26, 2013 - Aug 1, 2016	-7.81% Feb 19, 2026 - Apr 17, 2026
#4	-18.39% Apr 14, 2010 - Sep 21, 2010	-7.25% Mar 31, 2025 - Apr 28, 2025
#5	-15.81% Dec 15, 2017 - Jan 24, 2019	-5.82% May 26, 2026 - Jun 10, 2026
#6	-15.31% Nov 1, 2012 - Jan 2, 2013	-4.86% Jul 17, 2025 - Sep 11, 2025
#7	-10.17% Aug 8, 2019 - Nov 8, 2019	-4.86% Apr 20, 2026 - May 22, 2026
#8	-9.59% Mar 7, 2011 - May 12, 2011	-4.13% Nov 11, 2025 - Jan 6, 2026
#9	-9.41% Sep 7, 2016 - Feb 13, 2017	-3.67% Jul 11, 2024 - Aug 13, 2024
#10	-8.79% Sep 18, 2009 - Nov 12, 2009	-2.97% Jul 2, 2025 - Jul 16, 2025
#11	-7.05% Jan 30, 2013 - Mar 22, 2013	-2.90% Sep 15, 2025 - Oct 14, 2025
#12	-6.91% Oct 19, 2017 - Nov 20, 2017	-2.02% Oct 14, 2025 - Nov 3, 2025
#13	-6.82% Dec 23, 2009 - Feb 2, 2010	-1.88% Mar 5, 2025 - Mar 19, 2025
#14	-6.16% Apr 24, 2019 - Jun 19, 2019	-1.75% Sep 19, 2024 - Sep 25, 2024
#15	-6.12% Apr 27, 2017 - Jun 9, 2017	-1.48% Aug 21, 2024 - Aug 26, 2024

Correlation

Correlation between IVR and TBLD is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01

-101

Dividend Comparison (2009 - 2026)

IVR vs TBLD dividend yield comparison.

Year	IVR	TBLD
2026	7.44%	2.37%
2025	16.41%	6.22%
2024	19.88%	8.32%
2023	25.40%	8.06%
2022	26.32%	8.03%
2021	12.59%	2.79%
2020	31.66%	0.00%
2019	11.11%	0.00%
2018	14.95%	0.00%
2017	9.14%	0.00%
2016	10.96%	0.00%
2015	13.72%	0.00%
2014	12.61%	0.00%
2013	15.67%	0.00%
2012	15.62%	0.00%
2011	24.34%	0.00%
2010	15.98%	0.00%
2009	7.29%	0.00%