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YB vs IVR

Comparison between Yuanbao Inc (YB, Company) and Invesco Mortgage Capital Inc (IVR, Company).

YB is from the Technology sector, while IVR is from the Real Estate sector.

YB vs IVR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
YB
$649M
IVR
$648M
Max Drawdown
Winner
YB
59.90%
IVR
97.36%
Sharpe Ratio
YB
-0.87
Winner
IVR
0.63
5Y Beta
Winner
YB
0.71
IVR
0.71
Industry
YB
Software - Application
IVR
Reit - Mortgage
P/E Ratio
Winner
YB
3.52
IVR
8.31
Forward P/E
YB
N/A
IVR
3.32
PEG Ratio
YB
N/A
IVR
0.48
Dividend Yield
YB
9.46%
Winner
IVR
18.60%
5Y Dividends CAGR
YB
N/A
IVR
-13.06%
Debt to Equity
YB
0.11%
Winner
IVR
0.00%
Free Cash Flow Yield
Winner
YB
32.97%
IVR
25.36%
P/S Ratio
Winner
YB
0.13
IVR
6.68
P/B Ratio
YB
1.11
Winner
IVR
1.08

YB vs IVR - Historical Returns

Returns include dividend reinvestment.

1M
YB
-5.76%
Winner
IVR
-4.56%
3M
YB
-12.96%
Winner
IVR
-4.41%
6M
YB
-26.05%
Winner
IVR
-5.47%
1Y
YB
-47.41%
Winner
IVR
+17.63%
5Y(CAGR)
YB
N/A
IVR
-11.86%
10Y(CAGR)
YB
N/A
IVR
-12.25%
Max(CAGR)
YB
-8.11%
Winner
IVR
-3.49%

YB vs IVR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearYBIVR
2026-28.19%-2.94%
2025+26.94%+23.51%
2024N/A+11.81%
2023N/A-17.05%
2022N/A-46.98%
2021N/A-7.07%
2020N/A-73.26%
2019N/A+27.18%
2018N/A-5.81%
2017N/A+32.84%
2016N/A+30.45%
2015N/A-10.92%
2014N/A+17.09%
2013N/A-19.77%
2012N/A+61.09%
2011N/A-22.83%
2010N/A+11.69%
2009N/A+25.69%

YB vs IVR Drawdown Comparison

The maximum drawdown for YB was -59.90%, occurring on May 26, 2026. This drawdown has not yet recovered.

The maximum drawdown for IVR was -92.63%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current YB drawdown is -53.45%. The current IVR drawdown is -85.70%.

RankYBIVR
#1-59.90%
Jul 9, 2025 - May 26, 2026
-92.63%
Feb 20, 2020 - Oct 25, 2023
#2-10.90%
Apr 30, 2025 - Jun 9, 2025
-36.84%
Jul 7, 2011 - Jul 16, 2012
#3-6.14%
Jun 9, 2025 - Jun 12, 2025
-36.19%
Mar 26, 2013 - Aug 1, 2016
#4-5.99%
Jun 18, 2025 - Jun 27, 2025
-18.39%
Apr 14, 2010 - Sep 21, 2010
#5-4.88%
Jun 27, 2025 - Jul 3, 2025
-15.81%
Dec 15, 2017 - Jan 24, 2019
#6-1.48%
Jun 12, 2025 - Jun 16, 2025
-15.31%
Nov 1, 2012 - Jan 2, 2013
#7N/A-10.17%
Aug 8, 2019 - Nov 8, 2019
#8N/A-9.59%
Mar 7, 2011 - May 12, 2011
#9N/A-9.41%
Sep 7, 2016 - Feb 13, 2017
#10N/A-8.79%
Sep 18, 2009 - Nov 12, 2009
#11N/A-7.05%
Jan 30, 2013 - Mar 22, 2013
#12N/A-6.91%
Oct 19, 2017 - Nov 20, 2017
#13N/A-6.82%
Dec 23, 2009 - Feb 2, 2010
#14N/A-6.16%
Apr 24, 2019 - Jun 19, 2019
#15N/A-6.12%
Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between YB and IVR is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31
-101

Dividend Comparison (2009 - 2026)

YB vs IVR dividend yield comparison.

YearYBIVR
20269.51%11.32%
20250.00%16.41%
20240.00%19.88%
20230.00%25.40%
20220.00%26.32%
20210.00%12.59%
20200.00%31.66%
20190.00%11.11%
20180.00%14.95%
20170.00%9.14%
20160.00%10.96%
20150.00%13.72%
20140.00%12.61%
20130.00%15.67%
20120.00%15.62%
20110.00%24.34%
20100.00%15.98%
20090.00%7.29%

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