IVZ vs SWK
Comparison between Invesco Ltd (IVZ, Company) and Stanley Black & Decker Inc (SWK, Company).
IVZ is from the Financial Services sector, while SWK is from the Industrials sector.
5-Year PerformanceIVZ has outperformed SWK, delivering a return of +8.8% compared to -11.7%
IVZ vs SWK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs SWK - Historical Returns
Returns include dividend reinvestment.
IVZ vs SWK - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | SWK |
|---|---|---|
| 2026 | +14.30% | +22.02% |
| 2025 | +55.41% | -2.64% |
| 2024 | +3.44% | -15.25% |
| 2023 | +4.77% | +33.56% |
| 2022 | -19.64% | -58.34% |
| 2021 | +39.42% | +13.14% |
| 2020 | +2.96% | +8.25% |
| 2019 | +14.30% | +39.99% |
| 2018 | -51.78% | -27.63% |
| 2017 | +22.29% | +49.10% |
| 2016 | -5.04% | +11.60% |
| 2015 | -11.97% | +13.49% |
| 2014 | +13.09% | +22.61% |
| 2013 | +38.64% | +9.61% |
| 2012 | +30.41% | +8.12% |
| 2011 | -15.98% | +1.70% |
| 2010 | +5.40% | +30.56% |
| 2009 | +60.61% | +50.60% |
| 2008 | -51.27% | -24.56% |
| 2007 | +36.10% | -2.39% |
| 2006 | +58.16% | +6.93% |
| 2005 | +26.72% | +2.75% |
| 2004 | -13.14% | +35.59% |
| 2003 | +14.58% | +8.89% |
| 2002 | -56.35% | -22.82% |
| 2001 | -28.04% | +55.14% |
| 2000 | +96.90% | +12.37% |
| 1999 | +23.34% | +10.34% |
IVZ vs SWK Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for SWK was -71.31%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SWK drawdown is -50.33%.
| Rank | IVZ | SWK |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -71.31% May 10, 2021 - Apr 8, 2025 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -62.43% Jul 19, 2007 - Mar 1, 2010 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -58.33% Mar 4, 2002 - Nov 17, 2004 |
| #4 | -22.04% Jan 16, 2026 - Jun 15, 2026 | -58.05% Jan 17, 2020 - Oct 7, 2020 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -39.60% Nov 16, 1999 - Jan 26, 2001 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -37.54% Jan 19, 2018 - Jan 16, 2020 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -37.36% Apr 26, 2011 - Feb 28, 2012 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -26.68% Mar 15, 2012 - Mar 11, 2013 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -26.14% Aug 7, 2001 - Dec 10, 2001 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -23.35% Apr 29, 2010 - Dec 9, 2010 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -22.32% Apr 19, 2006 - Jan 17, 2007 |
| #12 | -11.40% Jun 16, 2026 - Jul 15, 2026 | -19.48% Oct 1, 2013 - Jul 25, 2014 |
| #13 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -18.18% Dec 7, 2015 - Apr 21, 2016 |
| #14 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -16.58% Mar 8, 2001 - May 18, 2001 |
| #15 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -13.63% Dec 27, 2001 - Feb 15, 2002 |
Correlation
Correlation between IVZ and SWK is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
IVZ vs SWK dividend yield comparison.
| Year | IVZ | SWK |
|---|---|---|
| 2026 | 1.40% | 1.82% |
| 2025 | 3.18% | 4.44% |
| 2024 | 4.66% | 4.06% |
| 2023 | 6.15% | 3.28% |
| 2022 | 4.07% | 4.23% |
| 2021 | 2.89% | 1.58% |
| 2020 | 4.45% | 1.56% |
| 2019 | 6.84% | 1.63% |
| 2018 | 7.11% | 2.15% |
| 2017 | 3.15% | 1.43% |
| 2016 | 3.66% | 1.97% |
| 2015 | 3.17% | 2.01% |
| 2014 | 2.47% | 2.12% |
| 2013 | 2.33% | 2.45% |
| 2012 | 2.45% | 2.43% |
| 2011 | 2.38% | 2.43% |
| 2010 | 1.80% | 2.51% |
| 2009 | 1.73% | 2.52% |
| 2008 | 3.60% | 3.70% |
| 2007 | 1.19% | 2.52% |
| 2006 | 1.44% | 2.35% |
| 2005 | 2.14% | 2.37% |
| 2004 | 2.57% | 2.20% |
| 2003 | 2.54% | 2.72% |
| 2002 | 2.75% | 2.86% |
| 2001 | 1.05% | 2.02% |
| 2000 | 0.69% | 2.89% |
| 1999 | 0.00% | 0.73% |
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