IVZ vs IONS
Comparison between Invesco Ltd (IVZ, Company) and Ionis Pharmaceuticals Inc (IONS, Company).
IVZ is from the Financial Services sector, while IONS is from the Healthcare sector.
5-Year PerformanceIONS has outperformed IVZ, delivering a return of +14.1% compared to +4.4%
IVZ vs IONS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs IONS - Historical Returns
Returns include dividend reinvestment.
IVZ vs IONS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | IONS |
|---|---|---|
| 2026 | +9.10% | -8.03% |
| 2025 | +55.41% | +128.05% |
| 2024 | +3.44% | -33.88% |
| 2023 | +4.77% | +34.62% |
| 2022 | -19.64% | +15.86% |
| 2021 | +39.42% | -46.41% |
| 2020 | +2.96% | -7.14% |
| 2019 | +14.30% | +12.35% |
| 2018 | -51.78% | +9.77% |
| 2017 | +22.29% | +6.25% |
| 2016 | -5.04% | -22.45% |
| 2015 | -11.97% | +0.58% |
| 2014 | +13.09% | +54.85% |
| 2013 | +38.64% | +268.21% |
| 2012 | +30.41% | +44.00% |
| 2011 | -15.98% | -29.93% |
| 2010 | +5.40% | -10.20% |
| 2009 | +60.61% | -23.22% |
| 2008 | -51.27% | -7.80% |
| 2007 | +36.10% | +44.10% |
| 2006 | +58.16% | +111.81% |
| 2005 | +26.72% | -9.66% |
| 2004 | -13.14% | -13.36% |
| 2003 | +14.58% | -4.97% |
| 2002 | -56.35% | -68.69% |
| 2001 | -28.04% | +130.55% |
| 2000 | +96.90% | +77.49% |
| 1999 | +23.34% | -44.34% |
IVZ vs IONS Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for IONS was -91.43%, occurring on Mar 18, 2003. Recovery took 3357 trading sessions.
The current IVZ drawdown is -0.17%. The current IONS drawdown is -15.29%.
| Rank | IVZ | IONS |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -91.43% Mar 6, 2000 - Jul 11, 2013 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -73.25% Mar 19, 2015 - Mar 14, 2019 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -70.39% Apr 8, 2019 - Feb 6, 2026 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -68.14% Dec 2, 1999 - Mar 1, 2000 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -61.05% Feb 21, 2014 - Dec 10, 2014 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -28.35% Jul 12, 2013 - Sep 19, 2013 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -20.89% Sep 23, 2013 - Nov 27, 2013 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -19.78% Jan 12, 2015 - Mar 19, 2015 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -19.45% Feb 6, 2026 - Mar 24, 2026 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -11.84% Dec 12, 2014 - Dec 19, 2014 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -11.49% Dec 19, 2014 - Jan 5, 2015 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -8.95% Jan 31, 2014 - Feb 13, 2014 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -8.58% Nov 11, 1999 - Nov 17, 1999 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -7.67% Jan 22, 2014 - Jan 31, 2014 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -7.49% Dec 23, 2013 - Jan 8, 2014 |
Correlation
Correlation between IVZ and IONS is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
IVZ vs IONS dividend yield comparison.
| Year | IVZ | IONS |
|---|---|---|
| 2026 | 1.47% | 0.00% |
| 2025 | 3.18% | 0.00% |
| 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% | 0.00% |
| 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% | 4.85% |
| 1999 | 0.00% | 3.52% |
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