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IVT vs WAFD

Comparison between InvenTrust Properties Corp (IVT, Company) and WaFd Inc (WAFD, Company).

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

5-Year PerformanceIVT has outperformed WAFD, delivering a return of +97.4% compared to +5.7%

IVT vs WAFD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IVT
$2.71B
WAFD
$2.70B
Max Drawdown
IVT
100.00%
Winner
WAFD
63.31%
Sharpe Ratio
Winner
IVT
1.35
WAFD
1.01
5Y Beta
Winner
IVT
0.48
WAFD
0.85
Industry
IVT
Reit - Retail
WAFD
Banks - Regional
P/E Ratio
IVT
24.57
Winner
WAFD
11.13
Forward P/E
IVT
250.00
Winner
WAFD
13.55
PEG Ratio
Winner
IVT
0.05
WAFD
0.68
Dividend Yield
Winner
IVT
2.77%
WAFD
1.48%
5Y Dividends CAGR
IVT
N/A
WAFD
8.45%
5Y EPS CAGR
IVT
N/A
WAFD
9.98%
Debt to Equity
IVT
0.00%
WAFD
0.00%
Free Cash Flow Yield
IVT
5.74%
Winner
WAFD
8.03%
P/S Ratio
IVT
8.90
Winner
WAFD
3.55
P/B Ratio
IVT
1.52
Winner
WAFD
0.98

IVT vs WAFD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVT
+12.04%
WAFD
+6.21%
3M
IVT
+14.27%
Winner
WAFD
+20.30%
6M
Winner
IVT
+22.54%
WAFD
+14.44%
1Y
IVT
+28.52%
Winner
WAFD
+33.05%
5Y(CAGR)
Winner
IVT
+97.35%
WAFD
+5.67%
10Y(CAGR)
Winner
IVT
+37.77%
WAFD
+7.54%
Max(CAGR)
Winner
IVT
+19.56%
WAFD
+7.03%

IVT vs WAFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVTWAFD
2026+26.57%+17.21%
2025-2.06%+3.85%
2024+22.71%+1.04%
2023+13.82%+2.41%
2022-12.49%+2.61%
2021+2399.18%+34.34%
2020-28.43%-26.97%
2019+3.55%+37.92%
2018+3.33%-20.29%
2017-26.48%+2.13%
2016-1.68%+52.58%
2015-52.20%+11.13%
2014-8.33%-2.01%
2013N/A+39.22%
2012N/A+18.93%
2011N/A-15.77%
2010N/A-12.60%
2009N/A+30.42%
2008N/A-25.59%
2007N/A-7.54%
2006N/A+5.47%
2005N/A+0.61%
2004N/A+10.57%
2003N/A+27.78%
2002N/A+9.17%
2001N/A+11.14%
2000N/A+64.09%
1999N/A-10.23%

IVT vs WAFD Drawdown Comparison

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

The maximum drawdown for WAFD was -61.58%, occurring on Mar 5, 2009. Recovery took 1575 trading sessions.

The current IVT drawdown is -0.03%.

RankIVTWAFD
#1-100.00%
Jul 22, 2014 - Sep 27, 2021
-61.58%
Oct 9, 2007 - Jan 10, 2014
#2-74.53%
Sep 29, 2021 - Oct 12, 2021
-45.54%
Dec 20, 2019 - Oct 15, 2021
#3-33.32%
Jun 3, 2022 - Oct 16, 2024
-36.00%
Nov 10, 2022 - Aug 23, 2024
#4-15.72%
Nov 27, 2024 - Feb 4, 2026
-34.63%
Nov 6, 2024 - May 26, 2026
#5-15.14%
Apr 4, 2022 - Jun 2, 2022
-33.83%
Nov 2, 1999 - Sep 26, 2000
#6-12.82%
Jan 4, 2022 - Mar 18, 2022
-31.78%
Jan 22, 2018 - Jul 24, 2019
#7-9.54%
Oct 12, 2021 - Dec 6, 2021
-23.21%
Nov 10, 2015 - Aug 8, 2016
#8-6.51%
May 19, 2014 - Jul 10, 2014
-23.19%
May 31, 2002 - Jun 5, 2003
#9-6.17%
Apr 27, 2026 - May 26, 2026
-19.65%
Aug 13, 2001 - Jan 23, 2002
#10-4.51%
Dec 8, 2021 - Dec 20, 2021
-19.39%
Jan 14, 2022 - Oct 18, 2022
#11-4.19%
Mar 17, 2026 - Apr 9, 2026
-17.13%
Jan 13, 2014 - Jun 15, 2015
#12-3.08%
Nov 11, 2024 - Nov 27, 2024
-15.56%
Dec 28, 2000 - Feb 12, 2001
#13-2.71%
May 28, 2026 - Jun 5, 2026
-14.89%
Feb 10, 2004 - Sep 7, 2004
#14-2.63%
Oct 18, 2024 - Oct 30, 2024
-14.32%
Feb 23, 2017 - Oct 19, 2017
#15-2.54%
Dec 30, 2021 - Jan 4, 2022
-14.07%
Jun 4, 2007 - Aug 16, 2007

Correlation

Correlation between IVT and WAFD is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2000 - 2026)

IVT vs WAFD dividend yield comparison.

YearIVTWAFD
20260.71%1.46%
20253.37%3.37%
20243.00%3.23%
20233.40%3.03%
20223.47%2.86%
20210.82%2.76%
20201.73%3.42%
20193.51%2.24%
20180.00%2.62%
20171.13%2.48%
20164.18%1.63%
20150.77%2.18%
20140.00%1.61%
20130.00%1.63%
20120.00%1.90%
20110.00%1.86%
20100.00%1.24%
20090.00%1.03%
20080.00%4.55%
20070.00%3.96%
20060.00%3.46%
20050.00%3.44%
20040.00%3.87%
20030.00%2.29%
20020.00%3.66%
20010.00%3.69%
20000.00%4.32%

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