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