IVZ vs SPY
Comparison between Invesco Ltd (IVZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IVZ, delivering a return of +13.3% compared to +4.0%
IVZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
IVZ
$12B
Winner
SPY
$652B
Expense Ratio
IVZ
N/A
SPY
0.09%
Max Drawdown
IVZ
86.76%
Winner
SPY
56.47%
Sharpe Ratio
IVZ
2.06
Winner
SPY
2.07
5Y Beta
IVZ
1.50
Winner
SPY
1.00
Industry
IVZ
Asset Management
SPY
N/A
P/E Ratio
Winner
IVZ
-94.71
SPY
28.24
Forward P/E
Winner
IVZ
10.09
SPY
21.85
PEG Ratio
IVZ
0.38
SPY
N/A
Dividend Yield
IVZ
3.15%
SPY
N/A
5Y Dividends CAGR
Winner
IVZ
11.01%
SPY
5.43%
5Y EPS CAGR
IVZ
N/A
SPY
25.79%
Debt to Equity
Winner
IVZ
16.05%
SPY
22.35%
Free Cash Flow Yield
IVZ
14.41%
SPY
N/A
P/S Ratio
Winner
IVZ
1.84
SPY
3.55
P/B Ratio
Winner
IVZ
1.22
SPY
5.29
IVZ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVZ
+13.94%
SPY
+9.11%
3M
IVZ
+3.40%
Winner
SPY
+6.59%
6M
Winner
IVZ
+20.03%
SPY
+10.56%
1Y
Winner
IVZ
+94.66%
SPY
+32.04%
5Y(CAGR)
IVZ
+4.05%
Winner
SPY
+13.35%
10Y(CAGR)
IVZ
+4.11%
Winner
SPY
+15.49%
Max(CAGR)
IVZ
+4.81%
Winner
SPY
+8.50%
IVZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | SPY |
|---|---|---|
| 2026 | +3.21% | +8.27% |
| 2025 | +55.41% | +18.00% |
| 2024 | +3.44% | +25.59% |
| 2023 | +4.77% | +26.72% |
| 2022 | -19.64% | -18.64% |
| 2021 | +39.42% | +30.52% |
| 2020 | +2.96% | +17.28% |
| 2019 | +14.30% | +31.09% |
| 2018 | -51.78% | -5.24% |
| 2017 | +22.29% | +20.78% |
| 2016 | -5.04% | +13.59% |
| 2015 | -11.97% | +1.31% |
| 2014 | +13.09% | +14.56% |
| 2013 | +38.64% | +29.00% |
| 2012 | +30.41% | +14.17% |
| 2011 | -15.98% | +0.85% |
| 2010 | +5.40% | +13.14% |
| 2009 | +60.61% | +22.67% |
| 2008 | -51.27% | -36.25% |
| 2007 | +36.10% | +5.32% |
| 2006 | +58.16% | +13.85% |
| 2005 | +26.72% | +5.32% |
| 2004 | -13.14% | +10.75% |
| 2003 | +14.58% | +24.18% |
| 2002 | -56.35% | -22.42% |
| 2001 | -28.04% | -10.13% |
| 2000 | +96.90% | -8.84% |
| 1999 | +23.34% | +8.61% |
IVZ vs SPY Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IVZ drawdown is -5.56%.
| Rank | IVZ | SPY |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IVZ and SPY is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (1999 - 2026)
IVZ vs SPY dividend yield comparison.
| Year | IVZ | SPY |
|---|---|---|
| 2026 | 0.76% | 0.24% |
| 2025 | 3.18% | 1.07% |
| 2024 | 4.66% | 1.21% |
| 2023 | 6.15% | 1.40% |
| 2022 | 4.07% | 1.65% |
| 2021 | 2.89% | 1.20% |
| 2020 | 4.45% | 1.52% |
| 2019 | 6.84% | 1.75% |
| 2018 | 7.11% | 2.04% |
| 2017 | 3.15% | 1.80% |
| 2016 | 3.66% | 2.03% |
| 2015 | 3.17% | 2.06% |
| 2014 | 2.47% | 1.87% |
| 2013 | 2.33% | 1.81% |
| 2012 | 2.45% | 2.18% |
| 2011 | 2.38% | 2.05% |
| 2010 | 1.80% | 1.80% |
| 2009 | 1.73% | 1.95% |
| 2008 | 3.60% | 3.02% |
| 2007 | 1.19% | 1.85% |
| 2006 | 1.44% | 1.73% |
| 2005 | 2.14% | 1.73% |
| 2004 | 2.57% | 1.82% |
| 2003 | 2.54% | 1.47% |
| 2002 | 2.75% | 1.70% |
| 2001 | 1.05% | 1.25% |
| 2000 | 0.69% | 1.15% |
| 1999 | 0.00% | 0.24% |
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