IVZ vs BAX
Comparison between Invesco Ltd (IVZ, Company) and Baxter International Inc (BAX, Company).
IVZ is from the Financial Services sector, while BAX is from the Healthcare sector.
5-Year PerformanceIVZ has outperformed BAX, delivering a return of +9.9% compared to -16.8%
IVZ vs BAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs BAX - Historical Returns
Returns include dividend reinvestment.
IVZ vs BAX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | BAX |
|---|---|---|
| 2026 | +19.50% | +38.65% |
| 2025 | +55.41% | -33.51% |
| 2024 | +3.44% | -22.80% |
| 2023 | +4.77% | -22.01% |
| 2022 | -19.64% | -40.27% |
| 2021 | +39.42% | +8.61% |
| 2020 | +2.96% | -5.48% |
| 2019 | +14.30% | +29.42% |
| 2018 | -51.78% | -0.98% |
| 2017 | +22.29% | +46.96% |
| 2016 | -5.04% | +20.68% |
| 2015 | -11.97% | -3.13% |
| 2014 | +13.09% | +8.97% |
| 2013 | +38.64% | +5.71% |
| 2012 | +30.41% | +35.52% |
| 2011 | -15.98% | +0.19% |
| 2010 | +5.40% | -10.97% |
| 2009 | +60.61% | +8.74% |
| 2008 | -51.27% | -5.82% |
| 2007 | +36.10% | +26.49% |
| 2006 | +58.16% | +22.50% |
| 2005 | +26.72% | +10.38% |
| 2004 | -13.14% | +16.56% |
| 2003 | +14.58% | +8.47% |
| 2002 | -56.35% | -46.20% |
| 2001 | -28.04% | +21.04% |
| 2000 | +96.90% | +45.84% |
| 1999 | +23.34% | -1.31% |
IVZ vs BAX Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current IVZ drawdown is -1.00%. The current BAX drawdown is -67.76%.
| Rank | IVZ | BAX |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -81.15% Apr 20, 2020 - Mar 30, 2026 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -68.23% Mar 27, 2002 - Apr 17, 2007 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -40.89% Aug 8, 2008 - Nov 2, 2012 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -24.29% Nov 19, 1999 - May 24, 2000 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -23.17% Aug 5, 2015 - Apr 4, 2016 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -23.09% Feb 6, 2020 - Apr 20, 2020 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -20.87% Oct 1, 2018 - Mar 19, 2019 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -17.21% Oct 1, 2001 - Jan 23, 2002 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -14.77% Oct 18, 2000 - Dec 28, 2000 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -14.66% Jul 16, 2007 - Oct 18, 2007 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -14.57% Sep 6, 2019 - Jan 15, 2020 |
| #12 | -11.40% Jun 16, 2026 - Jul 15, 2026 | -14.31% Jan 16, 2008 - Jul 8, 2008 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -14.30% Jul 24, 2014 - Aug 5, 2015 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -13.56% Jul 22, 2013 - Mar 28, 2014 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -13.42% Jan 26, 2018 - May 21, 2018 |
Correlation
Correlation between IVZ and BAX is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
IVZ vs BAX dividend yield comparison.
| Year | IVZ | BAX |
|---|---|---|
| 2026 | 1.34% | 0.07% |
| 2025 | 3.18% | 2.72% |
| 2024 | 4.66% | 3.57% |
| 2023 | 6.15% | 3.00% |
| 2022 | 4.07% | 2.26% |
| 2021 | 2.89% | 1.26% |
| 2020 | 4.45% | 1.19% |
| 2019 | 6.84% | 1.02% |
| 2018 | 7.11% | 1.11% |
| 2017 | 3.15% | 0.94% |
| 2016 | 3.66% | 1.14% |
| 2015 | 3.17% | 87.05% |
| 2014 | 2.47% | 2.80% |
| 2013 | 2.33% | 2.76% |
| 2012 | 2.45% | 2.36% |
| 2011 | 2.38% | 2.56% |
| 2010 | 1.80% | 2.33% |
| 2009 | 1.73% | 1.82% |
| 2008 | 3.60% | 1.70% |
| 2007 | 1.19% | 1.24% |
| 2006 | 1.44% | 1.25% |
| 2005 | 2.14% | 1.55% |
| 2004 | 2.57% | 1.69% |
| 2003 | 2.54% | 1.91% |
| 2002 | 2.75% | 2.08% |
| 2001 | 1.05% | 1.09% |
| 2000 | 0.69% | 1.32% |
| 1999 | 0.00% | 0.46% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks