IVT vs SII

Comparison between InvenTrust Properties Corp (IVT, Company) and Sprott Inc (SII, Company).

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

5-Year PerformanceIVT has outperformed SII, delivering a return of +98.7% compared to +26.3%

IVT vs SII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVT(COMPANY)	SII(COMPANY)
Market Cap	$2.76B	$2.75B
Max Drawdown	100.00%	49.98%
Sharpe Ratio	1.58	1.20
5Y Beta	0.47	0.91
Industry	Reit - Retail	Asset Management
P/E Ratio	25.06	44.89
Forward P/E	105.26	21.32
PEG Ratio	0.05	0.62
Dividend Yield	2.72%	1.32%
5Y Dividends CAGR	N/A	12.93%
5Y EPS CAGR	N/A	22.39%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.63%	3.32%
P/S Ratio	8.95	7.15
P/B Ratio	1.55	7.70

Market Cap

Winner

IVT

$2.76B

SII

$2.75B

Max Drawdown

IVT

100.00%

Winner

SII

49.98%

Sharpe Ratio

Winner

IVT

1.58

SII

1.20

5Y Beta

Winner

IVT

0.47

SII

0.91

Industry

IVT

Reit - Retail

SII

Asset Management

P/E Ratio

Winner

IVT

25.06

SII

44.89

Forward P/E

IVT

105.26

Winner

SII

21.32

PEG Ratio

Winner

IVT

0.05

SII

0.62

Dividend Yield

Winner

IVT

2.72%

SII

1.32%

5Y Dividends CAGR

IVT

N/A

SII

12.93%

5Y EPS CAGR

IVT

N/A

SII

22.39%

Debt to Equity

IVT

0.00%

SII

0.00%

Free Cash Flow Yield

Winner

IVT

5.63%

SII

3.32%

P/S Ratio

IVT

8.95

Winner

SII

7.15

P/B Ratio

Winner

IVT

1.55

SII

7.70

IVT vs SII - Historical Returns

Returns include dividend reinvestment.

Period	IVT	SII
1 month	+9.61%	-12.39%
3 months	+19.56%	-15.48%
6 months	+28.81%	+12.24%
1 year	+34.97%	+68.13%
5 years(CAGR)	+98.65%	+26.32%
10 years(CAGR)	+38.62%	N/A
Max(CAGR)	+19.81%	+25.51%

Winner

IVT

+9.61%

SII

-12.39%

Winner

IVT

+19.56%

SII

-15.48%

Winner

IVT

+28.81%

SII

+12.24%

IVT

+34.97%

Winner

SII

+68.13%

5Y(CAGR)

Winner

IVT

+98.65%

SII

+26.32%

10Y(CAGR)

IVT

+38.62%

SII

N/A

Max(CAGR)

IVT

+19.81%

Winner

SII

+25.51%

IVT vs SII - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IVT	SII
2026	+30.80%	+11.40%
2025	-2.06%	+130.14%
2024	+22.71%	+31.27%
2023	+13.82%	+0.27%
2022	-12.49%	-23.07%
2021	+2399.18%	+52.86%
2020	-28.43%	-11.69%
2019	+3.55%	N/A
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 SII Drawdown Comparison

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

The maximum drawdown for SII was -47.84%, occurring on Oct 19, 2023. Recovery took 752 trading sessions.

The current SII drawdown is -32.39%.

Rank	IVT	SII
#1	-100.00% Jul 22, 2014 - Sep 27, 2021	-47.84% Apr 19, 2022 - Apr 17, 2025
#2	-74.53% Sep 29, 2021 - Oct 12, 2021	-36.65% Mar 10, 2026 - Jun 25, 2026
#3	-33.32% Jun 3, 2022 - Oct 16, 2024	-34.16% Sep 2, 2020 - Mar 10, 2021
#4	-15.72% Nov 27, 2024 - Feb 4, 2026	-28.20% May 27, 2021 - Nov 12, 2021
#5	-15.14% Apr 4, 2022 - Jun 2, 2022	-27.71% Dec 8, 2021 - Mar 7, 2022
#6	-12.82% Jan 4, 2022 - Mar 18, 2022	-18.55% Mar 15, 2021 - May 7, 2021
#7	-9.54% Oct 12, 2021 - Dec 6, 2021	-18.54% Jan 28, 2026 - Feb 20, 2026
#8	-6.51% May 19, 2014 - Jul 10, 2014	-16.73% Jul 18, 2025 - Sep 23, 2025
#9	-6.17% Apr 27, 2026 - May 26, 2026	-12.22% Nov 11, 2025 - Dec 9, 2025
#10	-4.51% Dec 8, 2021 - Dec 20, 2021	-9.94% Oct 8, 2025 - Nov 7, 2025
#11	-4.19% Mar 17, 2026 - Apr 9, 2026	-8.27% Jul 27, 2020 - Aug 13, 2020
#12	-3.08% Nov 11, 2024 - Nov 27, 2024	-6.50% Nov 12, 2021 - Dec 8, 2021
#13	-2.71% May 28, 2026 - Jun 5, 2026	-5.17% Apr 22, 2025 - May 9, 2025
#14	-2.63% Oct 18, 2024 - Oct 30, 2024	-4.77% May 7, 2021 - May 18, 2021
#15	-2.54% Dec 30, 2021 - Jan 4, 2022	-4.72% Aug 17, 2020 - Aug 31, 2020

Correlation

Correlation between IVT and SII is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2015 - 2026)

IVT vs SII dividend yield comparison.

Year	IVT	SII
2026	0.69%	0.71%
2025	3.37%	1.33%
2024	3.00%	2.49%
2023	3.40%	2.95%
2022	3.47%	3.00%
2021	0.82%	2.22%
2020	1.73%	1.66%
2019	3.51%	0.00%
2017	1.13%	0.00%
2016	4.18%	0.00%
2015	0.77%	0.00%