IVZ vs ERIE
Comparison between Invesco Ltd (IVZ, Company) and Erie Indemnity Co. - Class A (ERIE, Company).
Both IVZ and ERIE are from the Financial Services sector.
5-Year PerformanceERIE has outperformed IVZ, delivering a return of +5.6% compared to +4.4%
IVZ vs ERIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs ERIE - Historical Returns
Returns include dividend reinvestment.
IVZ vs ERIE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | ERIE |
|---|---|---|
| 2026 | +9.10% | -17.51% |
| 2025 | +55.41% | -28.92% |
| 2024 | +3.44% | +24.67% |
| 2023 | +4.77% | +39.75% |
| 2022 | -19.64% | +31.76% |
| 2021 | +39.42% | -18.76% |
| 2020 | +2.96% | +53.13% |
| 2019 | +14.30% | +30.09% |
| 2018 | -51.78% | +14.91% |
| 2017 | +22.29% | +10.96% |
| 2016 | -5.04% | +21.90% |
| 2015 | -11.97% | +10.52% |
| 2014 | +13.09% | +29.89% |
| 2013 | +38.64% | +8.06% |
| 2012 | +30.41% | -4.19% |
| 2011 | -15.98% | +21.00% |
| 2010 | +5.40% | +71.55% |
| 2009 | +60.61% | +8.54% |
| 2008 | -51.27% | -23.30% |
| 2007 | +36.10% | -7.83% |
| 2006 | +58.16% | +11.45% |
| 2005 | +26.72% | +4.58% |
| 2004 | -13.14% | +27.59% |
| 2003 | +14.58% | +18.16% |
| 2002 | -56.35% | -2.49% |
| 2001 | -28.04% | +30.77% |
| 2000 | +96.90% | -1.93% |
| 1999 | +23.34% | +1.57% |
IVZ vs ERIE Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.
The current IVZ drawdown is -0.17%. The current ERIE drawdown is -57.19%.
| Rank | IVZ | ERIE |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -60.86% Sep 24, 2024 - Jun 3, 2026 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -50.77% Sep 18, 2007 - Sep 1, 2010 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -49.12% Jul 25, 2019 - Jan 8, 2021 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -36.75% Feb 9, 2021 - Oct 31, 2022 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -27.64% Nov 30, 2022 - Aug 9, 2023 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -27.08% Nov 30, 1999 - May 16, 2001 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -24.03% May 6, 2002 - Feb 9, 2004 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -20.26% Oct 27, 2011 - Mar 15, 2013 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -17.94% Jul 22, 2013 - Oct 17, 2014 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -17.64% May 31, 2001 - Jul 30, 2001 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -15.91% Mar 7, 2024 - Jul 26, 2024 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -15.67% Jul 21, 2011 - Oct 10, 2011 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -13.29% Feb 23, 2015 - Nov 18, 2015 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -12.66% Jul 28, 2017 - Aug 1, 2018 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -12.36% Oct 17, 2023 - Dec 11, 2023 |
Correlation
Correlation between IVZ and ERIE is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs ERIE dividend yield comparison.
| Year | IVZ | ERIE |
|---|---|---|
| 2026 | 1.47% | 1.29% |
| 2025 | 3.18% | 1.90% |
| 2024 | 4.66% | 1.24% |
| 2023 | 6.15% | 1.42% |
| 2022 | 4.07% | 1.79% |
| 2021 | 2.89% | 2.15% |
| 2020 | 4.45% | 2.39% |
| 2019 | 6.84% | 2.17% |
| 2018 | 7.11% | 2.52% |
| 2017 | 3.15% | 2.57% |
| 2016 | 3.66% | 1.95% |
| 2015 | 3.17% | 3.61% |
| 2014 | 2.47% | 2.80% |
| 2013 | 2.33% | 2.43% |
| 2012 | 2.45% | 6.94% |
| 2011 | 2.38% | 2.64% |
| 2010 | 1.80% | 2.20% |
| 2009 | 1.73% | 4.69% |
| 2008 | 3.60% | 5.87% |
| 2007 | 1.19% | 3.08% |
| 2006 | 1.44% | 2.48% |
| 2005 | 2.14% | 2.44% |
| 2004 | 2.57% | 1.23% |
| 2003 | 2.54% | 2.30% |
| 2002 | 2.75% | 1.88% |
| 2001 | 1.05% | 1.58% |
| 2000 | 0.69% | 1.81% |
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