IVT vs BHFAP

Comparison between InvenTrust Properties Corp (IVT, Company) and Brighthouse Financial Inc (BHFAP, Company).

IVT is from the Real Estate sector, while BHFAP is from the Financial Services sector.

5-Year PerformanceIVT has outperformed BHFAP, delivering a return of +98.7% compared to -5.2%

IVT vs BHFAP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	BHFAP(COMPANY)
Market Cap	$2.76B	$2.77B
Max Drawdown	100.00%	49.83%
Sharpe Ratio	1.58	-0.54
5Y Beta	0.47	0.29
Industry	Reit - Retail	Insurance - Life
P/E Ratio	25.06	1.32
Forward P/E	105.26	N/A
PEG Ratio	0.05	N/A
Dividend Yield	2.72%	N/A
5Y Dividends CAGR	N/A	4.56%
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	5.63%	N/A
P/S Ratio	8.95	0.35
P/B Ratio	1.55	0.15

Market Cap

IVT

$2.76B

Winner

BHFAP

$2.77B

Max Drawdown

IVT

100.00%

Winner

BHFAP

49.83%

Sharpe Ratio

Winner

IVT

1.58

BHFAP

-0.54

5Y Beta

IVT

0.47

Winner

BHFAP

0.29

Industry

IVT

Reit - Retail

BHFAP

Insurance - Life

P/E Ratio

IVT

25.06

Winner

BHFAP

1.32

Forward P/E

IVT

105.26

BHFAP

N/A

PEG Ratio

IVT

0.05

BHFAP

N/A

Dividend Yield

IVT

2.72%

BHFAP

N/A

5Y Dividends CAGR

IVT

N/A

BHFAP

4.56%

Debt to Equity

IVT

0.00%

BHFAP

N/A

Free Cash Flow Yield

IVT

5.63%

BHFAP

N/A

P/S Ratio

IVT

8.95

Winner

BHFAP

0.35

P/B Ratio

IVT

1.55

Winner

BHFAP

0.15

IVT vs BHFAP - Historical Returns

Returns include dividend reinvestment.

Period	IVT	BHFAP
1 month	+9.61%	-4.08%
3 months	+19.56%	+0.76%
6 months	+28.81%	+2.89%
1 year	+34.97%	-14.42%
5 years(CAGR)	+98.65%	-5.18%
10 years(CAGR)	+38.62%	N/A
Max(CAGR)	+19.81%	-0.14%

Winner

IVT

+9.61%

BHFAP

-4.08%

Winner

IVT

+19.56%

BHFAP

+0.76%

Winner

IVT

+28.81%

BHFAP

+2.89%

Winner

IVT

+34.97%

BHFAP

-14.42%

5Y(CAGR)

Winner

IVT

+98.65%

BHFAP

-5.18%

10Y(CAGR)

IVT

+38.62%

BHFAP

N/A

Max(CAGR)

Winner

IVT

+19.81%

BHFAP

-0.14%

IVT vs BHFAP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IVT	BHFAP
2026	+30.80%	-0.45%
2025	-2.06%	-24.93%
2024	+22.71%	+6.87%
2023	+13.82%	+4.21%
2022	-12.49%	-11.37%
2021	+2399.18%	+3.64%
2020	-28.43%	+5.94%
2019	+3.55%	+17.37%
2018	+3.33%	N/A
2017	-26.48%	N/A
2016	-1.68%	N/A
2015	-52.20%	N/A
2014	-8.33%	N/A

IVT vs BHFAP Drawdown Comparison

The maximum drawdown for IVT was -100.00%, occurring on Sep 6, 2016. Recovery took 1776 trading sessions.

The maximum drawdown for BHFAP was -45.20%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.

The current BHFAP drawdown is -32.63%.

Rank	IVT	BHFAP
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-45.20% Feb 11, 2020 - Oct 6, 2020
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-39.63% Sep 24, 2024 - Jul 23, 2025
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-22.28% Jan 26, 2023 - Jan 30, 2024
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-16.39% Nov 5, 2021 - Jan 26, 2023
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-10.01% Apr 1, 2024 - Sep 3, 2024
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-7.16% Dec 9, 2020 - Apr 6, 2021
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-6.94% Oct 18, 2019 - Dec 17, 2019
#8	-6.51% May 19, 2014 - Jul 10, 2014	-6.09% Oct 7, 2020 - Nov 16, 2020
#9	-6.17% Apr 27, 2026 - May 26, 2026	-5.37% Jul 7, 2021 - Nov 5, 2021
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-5.03% Jan 31, 2024 - Mar 20, 2024
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-4.13% Apr 6, 2021 - Jun 9, 2021
#12	-3.08% Nov 11, 2024 - Nov 27, 2024	-3.59% Jun 17, 2019 - Jul 25, 2019
#13	-2.71% May 28, 2026 - Jun 5, 2026	-2.95% Sep 9, 2019 - Sep 19, 2019
#14	-2.63% Oct 18, 2024 - Oct 30, 2024	-2.90% Dec 17, 2019 - Feb 10, 2020
#15	-2.54% Dec 30, 2021 - Jan 4, 2022	-2.02% Jul 31, 2019 - Aug 19, 2019

Correlation

Correlation between IVT and BHFAP is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08

-101

Dividend Comparison (2015 - 2026)

IVT vs BHFAP dividend yield comparison.

Year	IVT	BHFAP
2026	0.69%	5.66%
2025	3.37%	10.82%
2024	3.00%	7.60%
2023	3.40%	7.62%
2022	3.47%	7.50%
2021	0.82%	6.16%
2020	1.73%	5.94%
2019	3.51%	4.46%
2017	1.13%	0.00%
2016	4.18%	0.00%
2015	0.77%	0.00%