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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 +13.2% compared to +4.9%

IVZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
IVZ
$12B
Winner
SPY
$784B
Expense Ratio
IVZ
N/A
SPY
0.09%
Max Drawdown
IVZ
86.76%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IVZ
1.86
SPY
1.54
5Y Beta
IVZ
1.50
Winner
SPY
1.00
Industry
IVZ
Asset Management
SPY
N/A
P/E Ratio
Winner
IVZ
-97.44
SPY
27.62
Forward P/E
Winner
IVZ
11.07
SPY
21.11
PEG Ratio
IVZ
0.38
SPY
N/A
Dividend Yield
IVZ
3.00%
SPY
N/A
5Y Dividends CAGR
IVZ
5.88%
Winner
SPY
6.00%
5Y EPS CAGR
IVZ
N/A
SPY
25.30%
Debt to Equity
Winner
IVZ
16.05%
SPY
31.11%
Free Cash Flow Yield
IVZ
14.01%
SPY
N/A
P/S Ratio
Winner
IVZ
1.89
SPY
3.49
P/B Ratio
Winner
IVZ
1.28
SPY
5.30

IVZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVZ
-0.11%
SPY
-1.37%
3M
Winner
IVZ
+14.57%
SPY
+12.22%
6M
IVZ
+1.33%
Winner
SPY
+7.20%
1Y
Winner
IVZ
+87.32%
SPY
+23.58%
5Y(CAGR)
IVZ
+4.95%
Winner
SPY
+13.19%
10Y(CAGR)
IVZ
+3.85%
Winner
SPY
+15.12%
Max(CAGR)
IVZ
+4.73%
Winner
SPY
+8.44%

IVZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIVZSPY
2026+1.89%+7.95%
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 -7.47%. The current SPY drawdown is -3.18%.

RankIVZSPY
#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 - Jun 15, 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
#15-7.47%
Jun 16, 2026 - Jun 23, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IVZ and SPY is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50
-101

Dividend Comparison (1999 - 2026)

IVZ vs SPY dividend yield comparison.

YearIVZSPY
20261.57%0.50%
20253.18%1.07%
20244.66%1.21%
20236.15%1.40%
20224.07%1.65%
20212.89%1.20%
20204.45%1.52%
20196.84%1.75%
20187.11%2.04%
20173.15%1.80%
20163.66%2.03%
20153.17%2.06%
20142.47%1.87%
20132.33%1.81%
20122.45%2.18%
20112.38%2.05%
20101.80%1.80%
20091.73%1.95%
20083.60%3.02%
20071.19%1.85%
20061.44%1.73%
20052.14%1.73%
20042.57%1.82%
20032.54%1.47%
20022.75%1.70%
20011.05%1.25%
20000.69%1.15%
19990.00%0.24%

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