IVZ vs JHX
Comparison between Invesco Ltd (IVZ, Company) and James Hardie Industries plc (JHX, Company).
IVZ is from the Financial Services sector, while JHX is from the Basic Materials sector.
5-Year PerformanceIVZ has outperformed JHX, delivering a return of +4.1% compared to -6.7%
IVZ vs JHX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs JHX - Historical Returns
Returns include dividend reinvestment.
IVZ vs JHX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | JHX |
|---|---|---|
| 2026 | +5.23% | +11.58% |
| 2025 | +55.41% | -32.32% |
| 2024 | +3.44% | -19.51% |
| 2023 | +4.77% | +115.43% |
| 2022 | -19.64% | -55.18% |
| 2021 | +39.42% | +41.63% |
| 2020 | +2.96% | +49.72% |
| 2019 | +14.30% | +87.91% |
| 2018 | -51.78% | -32.11% |
| 2017 | +22.29% | +11.50% |
| 2016 | -5.04% | +31.34% |
| 2015 | -11.97% | +23.66% |
| 2014 | +13.09% | +2.89% |
| 2013 | +38.64% | +22.69% |
| 2012 | +30.41% | +44.92% |
| 2011 | -15.98% | -0.48% |
| 2010 | +5.40% | -10.05% |
| 2009 | +60.61% | +131.34% |
| 2008 | -51.27% | -41.31% |
| 2007 | +36.10% | -23.57% |
| 2006 | +58.16% | +16.30% |
| 2005 | +26.72% | +26.70% |
| 2004 | -13.14% | +1.74% |
| 2003 | +14.58% | +40.59% |
| 2002 | -56.35% | +29.99% |
| 2001 | -28.04% | +35.64% |
| 2000 | +96.90% | -24.54% |
| 1999 | +23.34% | N/A |
IVZ vs JHX Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for JHX was -75.87%, occurring on Mar 6, 2009. Recovery took 622 trading sessions.
The current IVZ drawdown is -3.71%. The current JHX drawdown is -44.71%.
| Rank | IVZ | JHX |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -75.87% Jun 18, 2007 - Dec 3, 2009 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -60.26% Sep 20, 2024 - Nov 14, 2025 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -57.38% Jan 4, 2022 - Mar 6, 2024 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -56.76% Feb 11, 2020 - Aug 6, 2020 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -44.25% Jan 14, 2010 - Feb 7, 2012 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -43.56% Feb 2, 2018 - Oct 24, 2019 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -39.40% Jul 24, 2001 - Jun 19, 2002 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -38.24% Aug 8, 2000 - May 18, 2001 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -33.89% Feb 17, 2004 - Jun 14, 2005 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -31.68% May 10, 2006 - Dec 20, 2006 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -27.74% Aug 4, 2015 - Apr 13, 2016 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -27.15% Mar 7, 2024 - Sep 20, 2024 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -26.46% Jun 23, 2014 - May 21, 2015 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -23.66% Jan 4, 2000 - Jun 30, 2000 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -21.93% May 10, 2013 - Oct 17, 2013 |
Correlation
Correlation between IVZ and JHX is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs JHX dividend yield comparison.
| Year | IVZ | JHX |
|---|---|---|
| 2026 | 1.52% | 0.00% |
| 2025 | 3.18% | 0.00% |
| 2024 | 4.66% | 0.00% |
| 2023 | 6.15% | 0.00% |
| 2022 | 4.07% | 1.67% |
| 2021 | 2.89% | 2.70% |
| 2020 | 4.45% | 0.00% |
| 2019 | 6.84% | 1.83% |
| 2018 | 7.11% | 3.41% |
| 2017 | 3.15% | 1.61% |
| 2016 | 3.66% | 1.90% |
| 2015 | 3.17% | 4.58% |
| 2014 | 2.47% | 8.09% |
| 2013 | 2.33% | 3.92% |
| 2012 | 2.45% | 4.41% |
| 2011 | 2.38% | 1.03% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.73% | 0.00% |
| 2008 | 3.60% | 1.96% |
| 2007 | 1.19% | 3.93% |
| 2006 | 1.44% | 0.96% |
| 2005 | 2.14% | 1.15% |
| 2004 | 2.57% | 0.43% |
| 2003 | 2.54% | 4.01% |
| 2002 | 2.75% | 6.83% |
| 2001 | 1.05% | 1.62% |
| 2000 | 0.69% | 0.00% |
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