IVZ vs ERJ
Comparison between Invesco Ltd (IVZ, Company) and Embraer S.A. (ERJ, Company).
IVZ is from the Financial Services sector, while ERJ is from the Industrials sector.
5-Year PerformanceERJ has outperformed IVZ, delivering a return of +73.3% compared to +5.1%
IVZ vs ERJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs ERJ - Historical Returns
Returns include dividend reinvestment.
IVZ vs ERJ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | ERJ |
|---|---|---|
| 2026 | +1.85% | N/A |
| 2025 | +55.41% | +70.35% |
| 2024 | +3.44% | +105.72% |
| 2023 | +4.77% | +73.08% |
| 2022 | -19.64% | -38.39% |
| 2021 | +39.42% | +180.85% |
| 2020 | +2.96% | -66.00% |
| 2019 | +14.30% | -14.59% |
| 2018 | -51.78% | -12.08% |
| 2017 | +22.29% | +21.54% |
| 2016 | -5.04% | -33.38% |
| 2015 | -11.97% | -19.80% |
| 2014 | +13.09% | +16.28% |
| 2013 | +38.64% | +12.12% |
| 2012 | +30.41% | +9.78% |
| 2011 | -15.98% | -13.13% |
| 2010 | +5.40% | +30.02% |
| 2009 | +60.61% | +29.15% |
| 2008 | -51.27% | -63.09% |
| 2007 | +36.10% | +14.06% |
| 2006 | +58.16% | +7.48% |
| 2005 | +26.72% | +20.59% |
| 2004 | -13.14% | -2.16% |
| 2003 | +14.58% | +118.01% |
| 2002 | -56.35% | -27.95% |
| 2001 | -28.04% | -39.28% |
| 2000 | +96.90% | +85.60% |
| 1999 | +23.34% | N/A |
IVZ vs ERJ Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for ERJ was -90.53%, occurring on Nov 2, 2020. Recovery took 4439 trading sessions.
The current IVZ drawdown is -7.50%. The current ERJ drawdown is -3.66%.
| Rank | IVZ | ERJ |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -90.53% Jun 15, 2007 - Feb 5, 2025 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -77.86% May 2, 2001 - Sep 28, 2005 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -28.33% Mar 19, 2025 - Jun 30, 2025 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -22.89% Dec 14, 2005 - Sep 8, 2006 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -22.34% Jul 3, 2025 - Oct 21, 2025 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -19.23% Oct 19, 2000 - Dec 11, 2000 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -16.30% Jan 3, 2001 - Apr 17, 2001 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -9.94% Oct 16, 2006 - Feb 7, 2007 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -9.88% Feb 5, 2025 - Feb 27, 2025 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -8.20% Aug 14, 2000 - Aug 23, 2000 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -7.58% Oct 17, 2005 - Dec 9, 2005 |
| #12 | -11.40% Jun 16, 2026 - Jun 25, 2026 | -6.55% Sep 27, 2000 - Oct 19, 2000 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -6.34% Sep 15, 2000 - Sep 25, 2000 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -5.76% Jul 25, 2000 - Aug 11, 2000 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -5.67% Sep 29, 2005 - Oct 17, 2005 |
Correlation
Correlation between IVZ and ERJ is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs ERJ dividend yield comparison.
| Year | IVZ | ERJ |
|---|---|---|
| 2026 | 1.57% | 0.00% |
| 2025 | 3.18% | 0.08% |
| 2024 | 4.66% | 0.00% |
| 2023 | 6.15% | 0.00% |
| 2022 | 4.07% | 0.00% |
| 2021 | 2.89% | 0.00% |
| 2020 | 4.45% | 0.00% |
| 2019 | 6.84% | 0.00% |
| 2018 | 7.11% | 0.25% |
| 2017 | 3.15% | 1.65% |
| 2016 | 3.66% | 0.45% |
| 2015 | 3.17% | 0.56% |
| 2014 | 2.47% | 1.29% |
| 2013 | 2.33% | 1.24% |
| 2012 | 2.45% | 1.21% |
| 2011 | 2.38% | 2.05% |
| 2010 | 1.80% | 2.46% |
| 2009 | 1.73% | 1.07% |
| 2008 | 3.60% | 6.00% |
| 2007 | 1.19% | 2.02% |
| 2006 | 1.44% | 1.71% |
| 2005 | 2.14% | 2.45% |
| 2004 | 2.57% | 2.98% |
| 2003 | 2.54% | 0.95% |
| 2002 | 2.75% | 3.32% |
| 2001 | 1.05% | 6.89% |
| 2000 | 0.69% | 0.57% |
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