IVZ vs SNN
Comparison between Invesco Ltd (IVZ, Company) and Smith & Nephew plc (SNN, Company).
IVZ is from the Financial Services sector, while SNN is from the Healthcare sector.
5-Year PerformanceIVZ has outperformed SNN, delivering a return of +8.8% compared to -3.0%
IVZ vs SNN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs SNN - Historical Returns
Returns include dividend reinvestment.
IVZ vs SNN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | SNN |
|---|---|---|
| 2026 | +14.30% | -3.02% |
| 2025 | +55.41% | +37.81% |
| 2024 | +3.44% | -5.84% |
| 2023 | +4.77% | +2.89% |
| 2022 | -19.64% | -21.35% |
| 2021 | +39.42% | -17.77% |
| 2020 | +2.96% | -10.81% |
| 2019 | +14.30% | +34.36% |
| 2018 | -51.78% | +9.24% |
| 2017 | +22.29% | +18.93% |
| 2016 | -5.04% | -11.93% |
| 2015 | -11.97% | +0.75% |
| 2014 | +13.09% | +33.39% |
| 2013 | +38.64% | +31.66% |
| 2012 | +30.41% | +15.57% |
| 2011 | -15.98% | -7.03% |
| 2010 | +5.40% | +3.28% |
| 2009 | +60.61% | +60.04% |
| 2008 | -51.27% | -43.32% |
| 2007 | +36.10% | +10.63% |
| 2006 | +58.16% | +11.73% |
| 2005 | +26.72% | -7.87% |
| 2004 | -13.14% | +24.84% |
| 2003 | +14.58% | +37.14% |
| 2002 | -56.35% | +3.06% |
| 2001 | -28.04% | +33.90% |
| 2000 | +96.90% | +40.39% |
| 1999 | +23.34% | -0.18% |
IVZ vs SNN Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for SNN was -55.18%, occurring on Dec 24, 2008. Recovery took 1374 trading sessions.
The current SNN drawdown is -28.28%.
| Rank | IVZ | SNN |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -55.18% Apr 2, 2008 - Sep 16, 2013 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -55.07% Feb 20, 2020 - Sep 27, 2022 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -34.94% Jul 8, 2004 - Jan 24, 2007 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -28.00% Jan 11, 2000 - Jun 29, 2000 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -27.04% Dec 26, 2014 - Sep 8, 2017 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -24.46% Jun 4, 2014 - Dec 26, 2014 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -20.54% Jan 7, 2002 - Oct 2, 2002 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -17.21% Apr 23, 2018 - Feb 7, 2019 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -17.08% May 16, 2003 - Oct 2, 2003 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -16.91% Nov 5, 2001 - Dec 21, 2001 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -15.76% Oct 31, 2007 - Apr 1, 2008 |
| #12 | -11.40% Jun 16, 2026 - Jul 15, 2026 | -15.74% Oct 3, 2002 - Apr 7, 2003 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -14.95% Aug 21, 2001 - Oct 3, 2001 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -13.79% Jul 16, 2007 - Oct 23, 2007 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -13.71% Feb 23, 2001 - Jun 18, 2001 |
Correlation
Correlation between IVZ and SNN is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs SNN dividend yield comparison.
| Year | IVZ | SNN |
|---|---|---|
| 2026 | 1.40% | 1.53% |
| 2025 | 3.18% | 2.32% |
| 2024 | 4.66% | 3.05% |
| 2023 | 6.15% | 2.75% |
| 2022 | 4.07% | 2.79% |
| 2021 | 2.89% | 2.17% |
| 2020 | 4.45% | 1.78% |
| 2019 | 6.84% | 1.51% |
| 2018 | 7.11% | 1.96% |
| 2017 | 3.15% | 1.76% |
| 2016 | 3.66% | 2.08% |
| 2015 | 3.17% | 1.68% |
| 2014 | 2.47% | 2.37% |
| 2013 | 2.33% | 1.81% |
| 2012 | 2.45% | 1.81% |
| 2011 | 2.38% | 1.64% |
| 2010 | 1.80% | 1.36% |
| 2009 | 1.73% | 1.32% |
| 2008 | 3.60% | 1.91% |
| 2007 | 1.19% | 0.98% |
| 2006 | 1.44% | 0.98% |
| 2005 | 2.14% | 1.03% |
| 2004 | 2.57% | 0.86% |
| 2003 | 2.54% | 0.93% |
| 2002 | 2.75% | 1.15% |
| 2001 | 1.05% | 1.07% |
| 2000 | 0.69% | 1.65% |
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