IVZ vs ARCC
Comparison between Invesco Ltd (IVZ, Company) and Ares Capital Corp (ARCC, Company).
Both IVZ and ARCC are from the Financial Services sector.
5-Year PerformanceIVZ has outperformed ARCC, delivering a return of +8.7% compared to +8.6%
IVZ vs ARCC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs ARCC - Historical Returns
Returns include dividend reinvestment.
IVZ vs ARCC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | ARCC |
|---|---|---|
| 2026 | +12.87% | -3.22% |
| 2025 | +55.41% | -0.34% |
| 2024 | +3.44% | +19.80% |
| 2023 | +4.77% | +19.29% |
| 2022 | -19.64% | -3.00% |
| 2021 | +39.42% | +39.31% |
| 2020 | +2.96% | +0.59% |
| 2019 | +14.30% | +32.01% |
| 2018 | -51.78% | +7.42% |
| 2017 | +22.29% | +4.97% |
| 2016 | -5.04% | +26.10% |
| 2015 | -11.97% | -0.64% |
| 2014 | +13.09% | -2.84% |
| 2013 | +38.64% | +9.64% |
| 2012 | +30.41% | +23.43% |
| 2011 | -15.98% | -0.05% |
| 2010 | +5.40% | +38.30% |
| 2009 | +60.61% | +130.17% |
| 2008 | -51.27% | -47.60% |
| 2007 | +36.10% | -16.31% |
| 2006 | +58.16% | +29.09% |
| 2005 | +26.72% | -7.15% |
| 2004 | -13.14% | +31.40% |
| 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 ARCC Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for ARCC was -79.37%, occurring on Mar 5, 2009. Recovery took 715 trading sessions.
The current IVZ drawdown is -1.87%. The current ARCC drawdown is -10.94%.
| Rank | IVZ | ARCC |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -79.37% Feb 22, 2007 - Dec 22, 2009 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -56.84% Feb 7, 2020 - Jan 20, 2021 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -24.60% Apr 29, 2011 - Feb 28, 2012 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -22.17% Apr 29, 2010 - Sep 29, 2010 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -21.89% Apr 6, 2015 - Jul 25, 2016 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -21.78% Apr 20, 2022 - Jul 26, 2023 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -20.10% Aug 4, 2005 - Sep 27, 2006 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -19.35% Dec 28, 2004 - Aug 3, 2005 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -19.33% Jul 17, 2025 - Mar 27, 2026 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -18.79% Feb 4, 2025 - Jul 10, 2025 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -17.20% Jan 19, 2010 - Mar 17, 2010 |
| #12 | -11.40% Jun 16, 2026 - Jul 15, 2026 | -14.28% Nov 9, 2018 - Feb 20, 2019 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -13.99% Jun 30, 2014 - Feb 23, 2015 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -11.36% Apr 3, 2012 - Jul 13, 2012 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -10.76% Feb 8, 2022 - Apr 19, 2022 |
Correlation
Correlation between IVZ and ARCC is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs ARCC dividend yield comparison.
| Year | IVZ | ARCC |
|---|---|---|
| 2026 | 1.42% | 5.11% |
| 2025 | 3.18% | 9.49% |
| 2024 | 4.66% | 8.77% |
| 2023 | 6.15% | 9.59% |
| 2022 | 4.07% | 10.12% |
| 2021 | 2.89% | 7.65% |
| 2020 | 4.45% | 9.47% |
| 2019 | 6.84% | 9.01% |
| 2018 | 7.11% | 9.88% |
| 2017 | 3.15% | 9.67% |
| 2016 | 3.66% | 9.22% |
| 2015 | 3.17% | 11.02% |
| 2014 | 2.47% | 10.06% |
| 2013 | 2.33% | 8.84% |
| 2012 | 2.45% | 9.14% |
| 2011 | 2.38% | 9.13% |
| 2010 | 1.80% | 8.50% |
| 2009 | 1.73% | 11.81% |
| 2008 | 3.60% | 26.54% |
| 2007 | 1.19% | 11.35% |
| 2006 | 1.44% | 8.58% |
| 2005 | 2.14% | 8.09% |
| 2004 | 2.57% | 1.54% |
| 2003 | 2.54% | 0.00% |
| 2002 | 2.75% | 0.00% |
| 2001 | 1.05% | 0.00% |
| 2000 | 0.69% | 0.00% |
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