StockComparison Logo
vs

IVT vs SPY

Comparison between InvenTrust Properties Corp (IVT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceIVT has outperformed SPY, delivering a return of +99.5% compared to +12.4%

IVT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IVT
$2.82B
Winner
SPY
$781B
Expense Ratio
IVT
N/A
SPY
0.09%
Max Drawdown
IVT
100.00%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IVT
1.76
SPY
1.22
5Y Beta
Winner
IVT
0.45
SPY
1.00
Industry
IVT
Reit - Retail
SPY
N/A
P/E Ratio
Winner
IVT
25.55
SPY
28.78
Forward P/E
IVT
250.00
Winner
SPY
21.25
PEG Ratio
IVT
0.05
SPY
N/A
Dividend Yield
IVT
2.63%
SPY
N/A
5Y Dividends CAGR
IVT
N/A
SPY
6.00%
5Y EPS CAGR
IVT
N/A
SPY
25.62%
Debt to Equity
Winner
IVT
0.00%
SPY
31.92%
Free Cash Flow Yield
IVT
5.52%
SPY
N/A
P/S Ratio
IVT
N/A
SPY
3.76
P/B Ratio
IVT
N/A
SPY
5.64

IVT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVT
+3.01%
SPY
+0.63%
3M
Winner
IVT
+11.55%
SPY
+4.46%
6M
Winner
IVT
+25.55%
SPY
+7.67%
1Y
Winner
IVT
+34.14%
SPY
+17.68%
5Y(CAGR)
Winner
IVT
+99.50%
SPY
+12.42%
10Y(CAGR)
Winner
IVT
+38.86%
SPY
+14.84%
Max(CAGR)
Winner
IVT
+19.65%
SPY
+8.44%

IVT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVTSPY
2026+30.41%+8.63%
2025-2.06%+18.00%
2024+22.71%+25.59%
2023+13.82%+26.72%
2022-12.49%-18.64%
2021+2399.18%+30.52%
2020-28.43%+17.28%
2019+3.55%+31.09%
2018+3.33%-5.24%
2017-26.48%+20.78%
2016-1.68%+13.59%
2015-52.20%+1.31%
2014-8.33%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+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%

IVT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IVT drawdown is -2.50%. The current SPY drawdown is -2.57%.

RankIVTSPY
#1-100.00%
Jul 22, 2014 - Sep 27, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-74.53%
Sep 29, 2021 - Oct 12, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.32%
Jun 3, 2022 - Oct 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.72%
Nov 27, 2024 - Feb 4, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.14%
Apr 4, 2022 - Jun 2, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.82%
Jan 4, 2022 - Mar 18, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.54%
Oct 12, 2021 - Dec 6, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.51%
May 19, 2014 - Jul 10, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.17%
Apr 27, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.51%
Dec 8, 2021 - Dec 20, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.19%
Mar 17, 2026 - Apr 9, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.08%
Nov 11, 2024 - Nov 27, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.96%
Jun 29, 2026 - Jul 16, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.71%
May 28, 2026 - Jun 5, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.63%
Oct 18, 2024 - Oct 30, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IVT and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

IVT vs SPY dividend yield comparison.

YearIVTSPY
20261.40%0.50%
20253.37%1.07%
20243.00%1.21%
20233.40%1.40%
20223.47%1.65%
20210.82%1.20%
20201.73%1.52%
20193.51%1.75%
20180.00%2.04%
20171.13%1.80%
20164.18%2.03%
20150.77%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%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%

Select Stocks to Compare

Popular: IVT vs SPY