# Invesco Mortgage Capital Inc. (IVR) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Invesco Mortgage Capital Inc. (IVR) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: IVR -50.13%, SPY +91.57%. Regime IVR CRISIS · SPY BULL. As of Oct 9, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/IVR/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=IVR%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| IVR | -50.13% | -71.73% | -22.61% |
| SPY | +91.57% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| IVR | -8.56% | +3.92% | +23.43% | -50.13% |
| SPY | +17.26% | +38.01% | +86.77% | +91.57% |

## Annual

| Year | IVR | SPY |
|---|---:|---:|
| YTD | -22.61% | +14.86% |
| 2025 | +24.58% | +18.01% |
| 2024 | +19.47% | +25.59% |
| 2023 | -15.31% | +26.73% |
| 2022 | -45.82% | -18.64% |
| 2021 | -13.11% | +9.65% |

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Research context only. Not personalized investment advice.