JHX vs IVZ
Comparison between James Hardie Industries plc (JHX, Company) and Invesco Ltd (IVZ, Company).
JHX is from the Basic Materials sector, while IVZ is from the Financial Services sector.
5-Year PerformanceIVZ has outperformed JHX, delivering a return of +5.2% compared to -7.8%
JHX vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JHX vs IVZ - Historical Returns
Returns include dividend reinvestment.
JHX vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JHX | IVZ |
|---|---|---|
| 2026 | +3.22% | +4.42% |
| 2025 | -32.32% | +55.41% |
| 2024 | -19.51% | +3.44% |
| 2023 | +115.43% | +4.77% |
| 2022 | -55.18% | -19.64% |
| 2021 | +41.63% | +39.42% |
| 2020 | +49.72% | +2.96% |
| 2019 | +87.91% | +14.30% |
| 2018 | -32.11% | -51.78% |
| 2017 | +11.50% | +22.29% |
| 2016 | +31.34% | -5.04% |
| 2015 | +23.66% | -11.97% |
| 2014 | +2.89% | +13.09% |
| 2013 | +22.69% | +38.64% |
| 2012 | +44.92% | +30.41% |
| 2011 | -0.48% | -15.98% |
| 2010 | -10.05% | +5.40% |
| 2009 | +131.34% | +60.61% |
| 2008 | -41.31% | -51.27% |
| 2007 | -23.57% | +36.10% |
| 2006 | +16.30% | +58.16% |
| 2005 | +26.70% | +26.72% |
| 2004 | +1.74% | -13.14% |
| 2003 | +40.59% | +14.58% |
| 2002 | +29.99% | -56.35% |
| 2001 | +35.64% | -28.04% |
| 2000 | -24.54% | +96.90% |
| 1999 | N/A | +23.34% |
JHX vs IVZ Drawdown Comparison
The maximum drawdown for JHX was -75.87%, occurring on Mar 6, 2009. Recovery took 622 trading sessions.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current JHX drawdown is -48.86%. The current IVZ drawdown is -4.45%.
| Rank | JHX | IVZ |
|---|---|---|
| #1 | -75.87% Jun 18, 2007 - Dec 3, 2009 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -60.26% Sep 20, 2024 - Nov 14, 2025 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -57.38% Jan 4, 2022 - Mar 6, 2024 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -56.76% Feb 11, 2020 - Aug 6, 2020 | -22.04% Jan 16, 2026 - Apr 7, 2026 |
| #5 | -44.25% Jan 14, 2010 - Feb 7, 2012 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -43.56% Feb 2, 2018 - Oct 24, 2019 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -39.40% Jul 24, 2001 - Jun 19, 2002 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -38.24% Aug 8, 2000 - May 18, 2001 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -33.89% Feb 17, 2004 - Jun 14, 2005 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -31.68% May 10, 2006 - Dec 20, 2006 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -27.74% Aug 4, 2015 - Apr 13, 2016 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -27.15% Mar 7, 2024 - Sep 20, 2024 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #13 | -26.46% Jun 23, 2014 - May 21, 2015 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #14 | -23.66% Jan 4, 2000 - Jun 30, 2000 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
| #15 | -21.93% May 10, 2013 - Oct 17, 2013 | -7.41% Jul 17, 2000 - Aug 8, 2000 |
Correlation
Correlation between JHX and IVZ is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2000 - 2026)
JHX vs IVZ dividend yield comparison.
| Year | JHX | IVZ |
|---|---|---|
| 2026 | 0.00% | 1.53% |
| 2025 | 0.00% | 3.18% |
| 2024 | 0.00% | 4.66% |
| 2023 | 0.00% | 6.15% |
| 2022 | 1.67% | 4.07% |
| 2021 | 2.70% | 2.89% |
| 2020 | 0.00% | 4.45% |
| 2019 | 1.83% | 6.84% |
| 2018 | 3.41% | 7.11% |
| 2017 | 1.61% | 3.15% |
| 2016 | 1.90% | 3.66% |
| 2015 | 4.58% | 3.17% |
| 2014 | 8.09% | 2.47% |
| 2013 | 3.92% | 2.33% |
| 2012 | 4.41% | 2.45% |
| 2011 | 1.03% | 2.38% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.73% |
| 2008 | 1.96% | 3.60% |
| 2007 | 3.93% | 1.19% |
| 2006 | 0.96% | 1.44% |
| 2005 | 1.15% | 2.14% |
| 2004 | 0.43% | 2.57% |
| 2003 | 4.01% | 2.54% |
| 2002 | 6.83% | 2.75% |
| 2001 | 1.62% | 1.05% |
| 2000 | 0.00% | 0.69% |
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