IVZ vs AFG
Comparison between Invesco Ltd (IVZ, Company) and American Financial Group Inc (AFG, Company).
Both IVZ and AFG are from the Financial Services sector.
5-Year PerformanceAFG has outperformed IVZ, delivering a return of +10.3% compared to +3.5%
IVZ vs AFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs AFG - Historical Returns
Returns include dividend reinvestment.
IVZ vs AFG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | AFG |
|---|---|---|
| 2026 | -2.43% | +3.66% |
| 2025 | +55.41% | +6.63% |
| 2024 | +3.44% | +23.21% |
| 2023 | +4.77% | -7.29% |
| 2022 | -19.64% | +12.38% |
| 2021 | +39.42% | +100.41% |
| 2020 | +2.96% | -17.32% |
| 2019 | +14.30% | +28.58% |
| 2018 | -51.78% | -11.62% |
| 2017 | +22.29% | +29.61% |
| 2016 | -5.04% | +28.46% |
| 2015 | -11.97% | +23.23% |
| 2014 | +13.09% | +11.05% |
| 2013 | +38.64% | +49.47% |
| 2012 | +30.41% | +8.30% |
| 2011 | -15.98% | +14.20% |
| 2010 | +5.40% | +29.55% |
| 2009 | +60.61% | +9.06% |
| 2008 | -51.27% | -18.23% |
| 2007 | +36.10% | -19.89% |
| 2006 | +58.16% | +42.58% |
| 2005 | +26.72% | +25.44% |
| 2004 | -13.14% | +20.43% |
| 2003 | +14.58% | +16.50% |
| 2002 | -56.35% | -1.88% |
| 2001 | -28.04% | -3.80% |
| 2000 | +96.90% | +9.32% |
| 1999 | +23.34% | -8.43% |
IVZ vs AFG Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for AFG was -62.93%, occurring on Mar 9, 2009. Recovery took 999 trading sessions.
The current IVZ drawdown is -11.39%. The current AFG drawdown is -4.08%.
| Rank | IVZ | AFG |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -62.93% Feb 21, 2007 - Feb 7, 2011 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -58.98% Feb 11, 2020 - Feb 22, 2021 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -38.10% Apr 19, 2002 - Feb 2, 2004 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -38.06% Jul 13, 2001 - Apr 17, 2002 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -37.71% Nov 5, 1999 - Feb 5, 2001 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -26.46% Feb 1, 2018 - Nov 27, 2019 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -23.79% Nov 10, 2022 - Mar 25, 2024 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -22.41% Feb 5, 2001 - Jun 11, 2001 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -19.87% Nov 25, 2024 - Sep 24, 2025 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -16.15% Jun 7, 2022 - Oct 28, 2022 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -16.07% Jul 7, 2011 - Oct 24, 2011 |
| #12 | -11.39% Jun 16, 2026 - Jun 25, 2026 | -13.18% Oct 3, 2025 - Mar 20, 2026 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -12.24% Nov 16, 2004 - May 4, 2005 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -12.05% Mar 27, 2024 - Sep 9, 2024 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -11.76% Dec 4, 2015 - Jun 23, 2016 |
Correlation
Correlation between IVZ and AFG is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs AFG dividend yield comparison.
| Year | IVZ | AFG |
|---|---|---|
| 2026 | 1.64% | 2.67% |
| 2025 | 3.18% | 5.33% |
| 2024 | 4.66% | 6.89% |
| 2023 | 6.15% | 6.81% |
| 2022 | 4.07% | 10.42% |
| 2021 | 2.89% | 20.43% |
| 2020 | 4.45% | 4.39% |
| 2019 | 6.84% | 4.51% |
| 2018 | 7.11% | 4.92% |
| 2017 | 3.15% | 4.41% |
| 2016 | 3.66% | 2.44% |
| 2015 | 3.17% | 2.82% |
| 2014 | 2.47% | 3.15% |
| 2013 | 2.33% | 3.13% |
| 2012 | 2.45% | 2.45% |
| 2011 | 2.38% | 1.80% |
| 2010 | 1.80% | 1.78% |
| 2009 | 1.73% | 2.08% |
| 2008 | 3.60% | 2.19% |
| 2007 | 1.19% | 1.39% |
| 2006 | 1.44% | 1.02% |
| 2005 | 2.14% | 1.30% |
| 2004 | 2.57% | 1.60% |
| 2003 | 2.54% | 1.89% |
| 2002 | 2.75% | 2.17% |
| 2001 | 1.05% | 4.07% |
| 2000 | 0.69% | 3.77% |
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