IVZ vs UDR
Comparison between Invesco Ltd (IVZ, Company) and UDR Inc (UDR, Company).
IVZ is from the Financial Services sector, while UDR is from the Real Estate sector.
5-Year PerformanceIVZ has outperformed UDR, delivering a return of +4.0% compared to -0.6%
IVZ vs UDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVZ vs UDR - Historical Returns
Returns include dividend reinvestment.
IVZ vs UDR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IVZ | UDR |
|---|---|---|
| 2026 | +3.21% | +3.06% |
| 2025 | +55.41% | -9.88% |
| 2024 | +3.44% | +17.19% |
| 2023 | +4.77% | +3.43% |
| 2022 | -19.64% | -33.30% |
| 2021 | +39.42% | +68.00% |
| 2020 | +2.96% | -13.56% |
| 2019 | +14.30% | +25.37% |
| 2018 | -51.78% | +7.69% |
| 2017 | +22.29% | +10.72% |
| 2016 | -5.04% | +1.89% |
| 2015 | -11.97% | +23.76% |
| 2014 | +13.09% | +37.65% |
| 2013 | +38.64% | +1.38% |
| 2012 | +30.41% | -2.32% |
| 2011 | -15.98% | +8.62% |
| 2010 | +5.40% | +50.81% |
| 2009 | +60.61% | +32.03% |
| 2008 | -51.27% | -19.88% |
| 2007 | +36.10% | -34.66% |
| 2006 | +58.16% | +38.89% |
| 2005 | +26.72% | +0.76% |
| 2004 | -13.14% | +37.01% |
| 2003 | +14.58% | +27.20% |
| 2002 | -56.35% | +21.38% |
| 2001 | -28.04% | +44.92% |
| 2000 | +96.90% | +20.43% |
| 1999 | +23.34% | -10.67% |
IVZ vs UDR Drawdown Comparison
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The maximum drawdown for UDR was -74.83%, occurring on Mar 20, 2009. Recovery took 1054 trading sessions.
The current IVZ drawdown is -5.56%. The current UDR drawdown is -27.10%.
| Rank | IVZ | UDR |
|---|---|---|
| #1 | -83.90% Nov 3, 2000 - Apr 2, 2014 | -74.83% Feb 20, 2007 - Apr 26, 2011 |
| #2 | -79.73% Jan 26, 2018 - Dec 5, 2025 | -44.44% Jan 4, 2022 - Nov 1, 2023 |
| #3 | -42.28% Mar 20, 2015 - Jan 17, 2018 | -41.02% Feb 21, 2020 - Jun 1, 2021 |
| #4 | -22.04% Jan 16, 2026 - Apr 7, 2026 | -23.47% Jul 22, 2011 - Mar 30, 2012 |
| #5 | -17.73% Apr 3, 2000 - Apr 28, 2000 | -17.21% Aug 2, 2005 - Jan 27, 2006 |
| #6 | -16.79% May 2, 2000 - Jun 16, 2000 | -17.11% Nov 8, 2017 - Aug 3, 2018 |
| #7 | -16.22% Oct 2, 2000 - Oct 31, 2000 | -16.31% May 21, 2013 - Feb 11, 2014 |
| #8 | -13.79% Sep 18, 2014 - Nov 7, 2014 | -16.21% Jul 21, 2000 - Jan 4, 2001 |
| #9 | -13.19% Sep 1, 2000 - Oct 2, 2000 | -16.06% Jul 17, 2012 - May 15, 2013 |
| #10 | -12.69% Dec 5, 2014 - Mar 16, 2015 | -15.65% Nov 5, 1999 - May 3, 2000 |
| #11 | -11.57% Jan 18, 2000 - Mar 6, 2000 | -15.56% Dec 31, 2004 - Jul 1, 2005 |
| #12 | -10.16% Dec 29, 1999 - Jan 13, 2000 | -14.61% Apr 12, 2002 - Aug 28, 2002 |
| #13 | -9.53% Apr 2, 2014 - Jun 5, 2014 | -14.34% Aug 30, 2002 - Dec 31, 2002 |
| #14 | -8.03% Dec 13, 1999 - Dec 29, 1999 | -12.70% Aug 18, 2015 - Oct 9, 2015 |
| #15 | -7.41% Jul 17, 2000 - Aug 8, 2000 | -12.65% Apr 4, 2016 - Apr 25, 2017 |
Correlation
Correlation between IVZ and UDR is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
IVZ vs UDR dividend yield comparison.
| Year | IVZ | UDR |
|---|---|---|
| 2026 | 0.76% | 2.34% |
| 2025 | 3.18% | 4.68% |
| 2024 | 4.66% | 3.90% |
| 2023 | 6.15% | 4.28% |
| 2022 | 4.07% | 3.88% |
| 2021 | 2.89% | 2.41% |
| 2020 | 4.45% | 3.70% |
| 2019 | 6.84% | 2.89% |
| 2018 | 7.11% | 3.22% |
| 2017 | 3.15% | 3.18% |
| 2016 | 3.66% | 3.19% |
| 2015 | 3.17% | 2.91% |
| 2014 | 2.47% | 3.29% |
| 2013 | 2.33% | 3.96% |
| 2012 | 2.45% | 3.68% |
| 2011 | 2.38% | 3.07% |
| 2010 | 1.80% | 3.08% |
| 2009 | 1.73% | 4.05% |
| 2008 | 3.60% | 18.93% |
| 2007 | 1.19% | 6.56% |
| 2006 | 1.44% | 3.89% |
| 2005 | 2.14% | 5.09% |
| 2004 | 2.57% | 4.69% |
| 2003 | 2.54% | 5.90% |
| 2002 | 2.75% | 6.74% |
| 2001 | 1.05% | 7.48% |
| 2000 | 0.69% | 9.99% |
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