IVVD vs WHG

Comparison between Invivyd Inc (IVVD, Company) and Westwood Holdings Group Inc (WHG, Company).

IVVD is from the Healthcare sector, while WHG is from the Financial Services sector.

5-Year PerformanceWHG has outperformed IVVD, delivering a return of +0.7% compared to -49.9%

IVVD vs WHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVD(COMPANY)	WHG(COMPANY)
Market Cap	$171M	$171M
Max Drawdown	99.36%	87.34%
Sharpe Ratio	0.52	0.44
5Y Beta	1.32	0.48
Industry	Biotechnology	Asset Management
P/E Ratio	-1.70	23.10
Forward P/E	44.64	24.88
PEG Ratio	N/A	0.01
Dividend Yield	N/A	3.12%
5Y Dividends CAGR	N/A	49.63%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-46.48%	12.27%
P/S Ratio	3.48	1.73
P/B Ratio	0.77	1.46

Market Cap

Winner

IVVD

$171M

WHG

$171M

Max Drawdown

IVVD

99.36%

Winner

WHG

87.34%

Sharpe Ratio

Winner

IVVD

0.52

WHG

0.44

5Y Beta

IVVD

1.32

Winner

WHG

0.48

Industry

IVVD

Biotechnology

WHG

Asset Management

P/E Ratio

Winner

IVVD

-1.70

WHG

23.10

Forward P/E

IVVD

44.64

Winner

WHG

24.88

PEG Ratio

IVVD

N/A

WHG

0.01

Dividend Yield

IVVD

N/A

WHG

3.12%

5Y Dividends CAGR

IVVD

N/A

WHG

49.63%

Debt to Equity

IVVD

0.00%

WHG

0.00%

Free Cash Flow Yield

IVVD

-46.48%

Winner

WHG

12.27%

P/S Ratio

IVVD

3.48

Winner

WHG

1.73

P/B Ratio

Winner

IVVD

0.77

WHG

1.46

IVVD vs WHG - Historical Returns

Returns include dividend reinvestment.

Period	IVVD	WHG
1 month	-20.98%	-4.84%
3 months	-54.86%	+21.81%
6 months	-58.55%	+9.94%
1 year	-8.09%	+13.75%
5 years(CAGR)	-49.91%	+0.68%
10 years(CAGR)	N/A	-4.44%
Max(CAGR)	-49.91%	+5.68%

IVVD

-20.98%

Winner

WHG

-4.84%

IVVD

-54.86%

Winner

WHG

+21.81%

IVVD

-58.55%

Winner

WHG

+9.94%

IVVD

-8.09%

Winner

WHG

+13.75%

5Y(CAGR)

IVVD

-49.91%

Winner

WHG

+0.68%

10Y(CAGR)

IVVD

N/A

WHG

-4.44%

Max(CAGR)

IVVD

-49.91%

Winner

WHG

+5.68%

IVVD vs WHG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	IVVD	WHG
2026	-73.64%	+11.25%
2025	+414.58%	+19.76%
2024	-87.86%	+19.47%
2023	+154.19%	+12.79%
2022	-79.95%	-31.63%
2021	-65.23%	+34.84%
2020	N/A	-49.02%
2019	N/A	-8.59%
2018	N/A	-45.28%
2017	N/A	+13.34%
2016	N/A	+24.04%
2015	N/A	-10.84%
2014	N/A	+4.90%
2013	N/A	+53.22%
2012	N/A	+14.35%
2011	N/A	-6.03%
2010	N/A	+11.29%
2009	N/A	+35.74%
2008	N/A	-18.47%
2007	N/A	+65.33%
2006	N/A	+35.10%
2005	N/A	-1.76%
2004	N/A	+16.61%
2003	N/A	+42.21%
2002	N/A	-17.19%

IVVD vs WHG Drawdown Comparison

The maximum drawdown for IVVD was -99.36%, occurring on Jan 31, 2025. This drawdown has not yet recovered.

The maximum drawdown for WHG was -83.72%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current IVVD drawdown is -98.82%. The current WHG drawdown is -55.18%.

Rank	IVVD	WHG
#1	-99.36% Sep 16, 2021 - Jan 31, 2025	-83.72% Oct 20, 2017 - Oct 30, 2020
#2	-20.22% Sep 10, 2021 - Sep 15, 2021	-53.21% Sep 19, 2008 - Feb 12, 2013
#3	-8.76% Aug 12, 2021 - Aug 23, 2021	-34.86% Nov 3, 2014 - Dec 7, 2016
#4	-6.87% Aug 23, 2021 - Aug 27, 2021	-30.12% Jul 9, 2007 - Oct 2, 2007
#5	-1.51% Sep 3, 2021 - Sep 8, 2021	-28.57% Jun 13, 2002 - Aug 12, 2002
#6	-0.27% Aug 31, 2021 - Sep 2, 2021	-25.00% Aug 12, 2002 - Jun 16, 2003
#7	N/A	-19.60% Oct 25, 2007 - May 20, 2008
#8	N/A	-19.58% Dec 14, 2004 - Feb 2, 2006
#9	N/A	-19.11% Jul 22, 2008 - Sep 19, 2008
#10	N/A	-17.94% Dec 8, 2016 - Sep 18, 2017
#11	N/A	-17.79% Apr 2, 2014 - Oct 28, 2014
#12	N/A	-14.72% Jul 29, 2003 - Aug 25, 2004
#13	N/A	-13.39% Dec 31, 2013 - Mar 21, 2014
#14	N/A	-12.99% Dec 5, 2006 - May 31, 2007
#15	N/A	-12.06% May 27, 2008 - Jun 16, 2008