IVZ vs EQH
Comparison between Invesco Ltd (IVZ, Company) and Equitable Holdings Inc (EQH, Company).
Both IVZ and EQH are from the Financial Services sector.
5-Year PerformanceEQH has outperformed IVZ, delivering a return of +8.4% compared to +5.2%
IVZ vs EQH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs EQH - Historical Returns
Returns include dividend reinvestment.
IVZ vs EQH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | EQH |
|---|---|---|
| 2026 | +4.42% | -11.33% |
| 2025 | +55.41% | +2.13% |
| 2024 | +3.44% | +45.79% |
| 2023 | +4.77% | +19.98% |
| 2022 | -19.64% | -11.54% |
| 2021 | +39.42% | +35.63% |
| 2020 | +2.96% | +6.06% |
| 2019 | +14.30% | +55.18% |
| 2018 | -51.78% | -17.22% |
| 2017 | +22.29% | N/A |
| 2016 | -5.04% | N/A |
| 2015 | -11.97% | N/A |
| 2014 | +13.09% | N/A |
| 2013 | +38.64% | N/A |
| 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 EQH Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current IVZ drawdown is -4.45%. The current EQH drawdown is -23.33%.
| Rank | IVZ | EQH |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -61.31% Feb 20, 2020 - Nov 24, 2020 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -35.87% Jun 30, 2025 - Mar 27, 2026 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -35.10% Feb 10, 2022 - Dec 14, 2023 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -34.83% Sep 4, 2018 - May 3, 2019 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -20.65% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -19.60% May 5, 2021 - Nov 4, 2021 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -15.04% Jul 31, 2024 - Oct 11, 2024 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -13.18% Nov 4, 2021 - Jan 7, 2022 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -13.03% Jul 24, 2019 - Sep 27, 2019 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -12.24% May 3, 2019 - Jul 23, 2019 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -11.55% Nov 6, 2024 - Jan 15, 2025 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -11.29% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -11.09% Jan 14, 2022 - Feb 9, 2022 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -10.91% Sep 27, 2019 - Oct 28, 2019 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -8.85% Dec 4, 2020 - Jan 12, 2021 |
Correlation
Correlation between IVZ and EQH is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs EQH dividend yield comparison.
| Year | IVZ | EQH |
|---|---|---|
| 2026 | 1.53% | 0.64% |
| 2025 | 3.18% | 2.20% |
| 2024 | 4.66% | 1.99% |
| 2023 | 6.15% | 2.58% |
| 2022 | 4.07% | 2.72% |
| 2021 | 2.89% | 2.17% |
| 2020 | 4.45% | 2.58% |
| 2019 | 6.84% | 2.34% |
| 2018 | 7.11% | 1.56% |
| 2017 | 3.15% | 0.00% |
| 2016 | 3.66% | 0.00% |
| 2015 | 3.17% | 0.00% |
| 2014 | 2.47% | 0.00% |
| 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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