IVR vs. DLR
Compare and contrast key facts about Invesco Mortgage Capital Inc. (IVR) and Digital Realty Trust, Inc. (DLR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVR or DLR.
Correlation
The correlation between IVR and DLR is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IVR vs. DLR - Performance Comparison
Loading data...
Key characteristics
IVR:
-0.07
DLR:
0.69
IVR:
0.16
DLR:
1.06
IVR:
1.02
DLR:
1.14
IVR:
-0.00
DLR:
0.64
IVR:
-0.03
DLR:
1.61
IVR:
10.26%
DLR:
11.63%
IVR:
27.14%
DLR:
28.79%
IVR:
-94.21%
DLR:
-56.80%
IVR:
-91.03%
DLR:
-13.60%
Fundamentals
IVR:
$478.45M
DLR:
$56.46B
IVR:
$0.65
DLR:
$1.05
IVR:
11.28
DLR:
156.71
IVR:
-6.09
DLR:
3.00
IVR:
6.03
DLR:
10.36
IVR:
0.86
DLR:
2.70
IVR:
$45.54M
DLR:
$5.63B
IVR:
$45.54M
DLR:
$2.67B
IVR:
$153.12M
DLR:
$2.70B
Returns By Period
In the year-to-date period, IVR achieves a -1.75% return, which is significantly higher than DLR's -5.28% return. Over the past 10 years, IVR has underperformed DLR with an annualized return of -16.11%, while DLR has yielded a comparatively higher 14.21% annualized return.
IVR
-1.75%
11.05%
-0.44%
-1.76%
-10.04%
-16.11%
DLR
-5.28%
14.27%
-7.09%
19.67%
6.50%
14.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IVR vs. DLR — Risk-Adjusted Performance Rank
IVR
DLR
IVR vs. DLR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and Digital Realty Trust, Inc. (DLR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
IVR vs. DLR - Dividend Comparison
IVR's dividend yield for the trailing twelve months is around 20.42%, more than DLR's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVR Invesco Mortgage Capital Inc. | 20.42% | 19.88% | 25.40% | 26.32% | 12.59% | 5.03% | 11.11% | 11.94% | 9.14% | 10.96% | 13.72% | 12.61% |
DLR Digital Realty Trust, Inc. | 2.93% | 2.75% | 3.63% | 4.87% | 2.62% | 3.21% | 3.61% | 3.79% | 3.27% | 3.58% | 5.62% | 5.01% |
Drawdowns
IVR vs. DLR - Drawdown Comparison
The maximum IVR drawdown since its inception was -94.21%, which is greater than DLR's maximum drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for IVR and DLR. For additional features, visit the drawdowns tool.
Loading data...
Volatility
IVR vs. DLR - Volatility Comparison
Loading data...
Financials
IVR vs. DLR - Financials Comparison
This section allows you to compare key financial metrics between Invesco Mortgage Capital Inc. and Digital Realty Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities