IVZ vs ALLE
Comparison between Invesco Ltd (IVZ, Company) and Allegion plc (ALLE, Company).
IVZ is from the Financial Services sector, while ALLE is from the Industrials sector.
5-Year PerformanceIVZ has outperformed ALLE, delivering a return of +3.5% compared to +1.2%
IVZ vs ALLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs ALLE - Historical Returns
Returns include dividend reinvestment.
IVZ vs ALLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | ALLE |
|---|---|---|
| 2026 | -2.43% | -14.16% |
| 2025 | +55.41% | +25.55% |
| 2024 | +3.44% | +6.73% |
| 2023 | +4.77% | +19.54% |
| 2022 | -19.64% | -17.33% |
| 2021 | +39.42% | +16.96% |
| 2020 | +2.96% | -6.03% |
| 2019 | +14.30% | +55.27% |
| 2018 | -51.78% | +0.74% |
| 2017 | +22.29% | +23.96% |
| 2016 | -5.04% | -0.10% |
| 2015 | -11.97% | +20.53% |
| 2014 | +13.09% | +27.82% |
| 2013 | +38.64% | -8.84% |
| 2012 | +30.41% | N/A |
| 2011 | -15.98% | N/A |
| 2010 | +5.40% | N/A |
| 2009 | +60.61% | N/A |
| 2008 | -51.27% | N/A |
| 2007 | +36.10% | N/A |
| 2006 | +58.16% | N/A |
| 2005 | +26.72% | N/A |
| 2004 | -13.14% | N/A |
| 2003 | +14.58% | N/A |
| 2002 | -56.35% | N/A |
| 2001 | -28.04% | N/A |
| 2000 | +96.90% | N/A |
| 1999 | +23.34% | N/A |
IVZ vs ALLE Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for ALLE was -43.23%, occurring on Mar 23, 2020. Recovery took 299 trading sessions.
The current IVZ drawdown is -11.39%. The current ALLE drawdown is -23.17%.
| Rank | IVZ | ALLE |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -43.23% Feb 14, 2020 - Apr 23, 2021 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -38.87% Sep 3, 2021 - Sep 16, 2024 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -29.84% Feb 6, 2026 - May 15, 2026 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -22.13% Oct 18, 2024 - Jul 17, 2025 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -21.68% Jun 20, 2014 - Feb 6, 2015 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -20.84% Dec 1, 2015 - May 24, 2016 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -18.80% Dec 3, 2018 - Feb 12, 2019 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -16.23% Jul 1, 2019 - Oct 24, 2019 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -16.09% Oct 12, 2017 - Sep 5, 2018 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -16.04% Nov 18, 2013 - Jan 22, 2014 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -13.55% Aug 15, 2016 - Feb 16, 2017 |
| #12 | -11.39% Jun 16, 2026 - Jun 25, 2026 | -13.17% Aug 17, 2015 - Oct 28, 2015 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -12.68% Oct 2, 2018 - Nov 28, 2018 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -12.62% Feb 27, 2014 - Jun 6, 2014 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -12.25% Oct 21, 2025 - Feb 6, 2026 |
Correlation
Correlation between IVZ and ALLE is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
IVZ vs ALLE dividend yield comparison.
| Year | IVZ | ALLE |
|---|---|---|
| 2026 | 1.64% | 0.80% |
| 2025 | 3.18% | 1.28% |
| 2024 | 4.66% | 1.47% |
| 2023 | 6.15% | 1.42% |
| 2022 | 4.07% | 1.56% |
| 2021 | 2.89% | 1.09% |
| 2020 | 4.45% | 1.10% |
| 2019 | 6.84% | 0.87% |
| 2018 | 7.11% | 1.05% |
| 2017 | 3.15% | 0.80% |
| 2016 | 3.66% | 0.75% |
| 2015 | 3.17% | 0.61% |
| 2014 | 2.47% | 0.58% |
| 2013 | 2.33% | 0.00% |
| 2012 | 2.45% | 0.00% |
| 2011 | 2.38% | 0.00% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.73% | 0.00% |
| 2008 | 3.60% | 0.00% |
| 2007 | 1.19% | 0.00% |
| 2006 | 1.44% | 0.00% |
| 2005 | 2.14% | 0.00% |
| 2004 | 2.57% | 0.00% |
| 2003 | 2.54% | 0.00% |
| 2002 | 2.75% | 0.00% |
| 2001 | 1.05% | 0.00% |
| 2000 | 0.69% | 0.00% |
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