IVR vs. UBER

Last updated Jun 13, 2026

IVR (Invesco Mortgage Capital Inc.) and UBER (Uber Technologies, Inc.) are both stocks. IVR operates in REIT - Mortgage (Real Estate), while UBER operates in Software - Application (Technology). Over the past 5 years, IVR returned -14.67%/yr vs 6.60%/yr for UBER. At a 0.29 correlation, their price movements are largely independent.

Performance

IVR vs. UBER - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Mortgage Capital Inc. (IVR) and Uber Technologies, Inc. (UBER). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IVR achieves a 1.55% return, which is significantly higher than UBER's -15.74% return.

IVR

• 1D: -0.75%
• 1M: 1.04%
• YTD: 1.55%
• 6M: 10.30%
• 1Y: 26.54%
• 3Y*: 7.30%
• 5Y*: -14.67%
• 10Y*: -11.54%

UBER

• 1D: -1.01%
• 1M: -8.31%
• YTD: -15.74%
• 6M: -19.10%
• 1Y: -17.97%
• 3Y*: 18.47%
• 5Y*: 6.60%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IVR vs. UBER - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IVR Invesco Mortgage Capital Inc.	1.55%	24.87%	9.03%	-14.30%	-44.56%	-9.34%	-72.54%	12.68%
UBER Uber Technologies, Inc.	-15.74%	35.46%	-2.03%	148.97%	-41.02%	-17.78%	71.49%	-29.19%

Correlation

The correlation between IVR and UBER is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (All Time) Calculated using the full available price history since May 10, 2019	0.29

The correlation between IVR and UBER shifts across timeframes, from 0.12 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS IVR : $1.64 UBER : $4.05
PE Ratio IVR : 4.84 UBER : 16.98
PEG Ratio IVR : 0.32 UBER : 0.11
PS Ratio IVR : 1.83 UBER : 2.70
Total Revenue (TTM) IVR : $215.91M UBER : $53.69B
Gross Profit (TTM) IVR : $138.51M UBER : $22.03B
EBITDA (TTM) IVR : $246.65M UBER : $5.85B

Return for Risk

IVR vs. UBER — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVR

IVR Risk / Return Rank: 72
IVR Sharpe Ratio Rank: 76
IVR Sortino Ratio Rank: 72
IVR Omega Ratio Rank: 69
IVR Calmar Ratio Rank: 71
IVR Martin Ratio Rank: 74

UBER

UBER Risk / Return Rank: 18
UBER Sharpe Ratio Rank: 17
UBER Sortino Ratio Rank: 17
UBER Omega Ratio Rank: 18
UBER Calmar Ratio Rank: 20
UBER Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVR vs. UBER - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Mortgage Capital Inc. (IVR) and Uber Technologies, Inc. (UBER). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IVR	UBER	Difference
Sharpe ratio: Return per unit of total volatility	1.12	-0.60	+1.72
Sortino ratio: Return per unit of downside risk	1.71	-0.72	+2.43
Omega ratio: Gain probability vs. loss probability	1.21	0.92	+0.29
Calmar ratio: Return relative to maximum drawdown	1.52	-0.62	+2.15
Martin ratio: Return relative to average drawdown	4.11	-1.09	+5.21

IVR vs. UBER - Sharpe Ratio Comparison

The current IVR Sharpe Ratio is 1.12, which is higher than the UBER Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of IVR and UBER, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IVR vs. UBER - Drawdown Comparison

The maximum IVR drawdown since its inception was -92.55%, which is greater than UBER's maximum drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for IVR and UBER.

Drawdown Indicators

	IVR	UBER	Difference
Max Drawdown Largest peak-to-trough decline	-92.55%	-68.05%	-24.50%
Max Drawdown (1Y) Largest decline over 1 year	-16.54%	-31.46%	+14.92%
Max Drawdown (3Y) Largest decline over 3 years	-45.38%	-31.46%	-13.92%
Max Drawdown (5Y) Largest decline over 5 years	-76.67%	-60.45%	-16.22%
Max Drawdown (10Y) Largest decline over 10 years	-92.55%	—	—
Current Drawdown Current decline from peak	-85.09%	-31.22%	-53.87%
Average Drawdown Average peak-to-trough decline	-35.89%	-25.67%	-10.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.12%	17.93%	-11.81%

Volatility

IVR vs. UBER - Volatility Comparison

The current volatility for Invesco Mortgage Capital Inc. (IVR) is 4.65%, while Uber Technologies, Inc. (UBER) has a volatility of 7.96%. This indicates that IVR experiences smaller price fluctuations and is considered to be less risky than UBER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IVR	UBER	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.65%	7.96%	-3.31%
Volatility (6M) Calculated over the trailing 6-month period	17.33%	23.21%	-5.88%
Volatility (1Y) Calculated over the trailing 1-year period	22.57%	32.66%	-10.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.46%	44.82%	-9.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.14%	50.61%	+5.53%

Dividends

IVR vs. UBER - Dividend Comparison

IVR's dividend yield for the trailing twelve months is around 20.65%, while UBER has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IVR Invesco Mortgage Capital Inc.	20.65%	16.41%	19.88%	25.40%	26.32%	12.59%	31.66%	11.11%	14.95%	9.14%	10.96%	13.72%
UBER Uber Technologies, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both IVR and UBER in my portfolio?

IVR and UBER have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IVR or UBER?

UBER has higher volatility (7.96%) compared to IVR (4.65%). In terms of maximum drawdown, IVR dropped -92.55% vs UBER's -68.05%.

Which has better risk-adjusted returns?

IVR currently has the higher Sharpe Ratio (1.12 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.