BAC-P-B vs IBKR

Comparison between Bank Of America Corp (BAC-P-B, Company) and Interactive Brokers Group Inc - Class A (IBKR, Company).

5-Year PerformanceIBKR has outperformed BAC-P-B, delivering a return of +43.8% compared to +5.7%

BAC-P-B vs IBKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-B(COMPANY)	IBKR(COMPANY)
Market Cap	$176B	$174B
Max Drawdown	20.32%	63.66%
Sharpe Ratio	0.34	1.12
5Y Beta	N/A	1.62
Industry	Other	Capital Markets
P/E Ratio	5.67	39.73
Forward P/E	N/A	36.23
PEG Ratio	0.27	1.27
Dividend Yield	N/A	0.35%
5Y Dividends CAGR	4.56%	26.78%
5Y EPS CAGR	11.43%	22.71%
Debt to Equity	108.41%	0.00%
Free Cash Flow Yield	32.08%	9.70%
P/S Ratio	N/A	25.16
P/B Ratio	N/A	7.46

Market Cap

Winner

BAC-P-B

$176B

IBKR

$174B

Max Drawdown

Winner

BAC-P-B

20.32%

IBKR

63.66%

Sharpe Ratio

BAC-P-B

0.34

Winner

IBKR

1.12

5Y Beta

BAC-P-B

N/A

IBKR

1.62

Industry

BAC-P-B

Other

IBKR

Capital Markets

P/E Ratio

Winner

BAC-P-B

5.67

IBKR

39.73

Forward P/E

BAC-P-B

N/A

IBKR

36.23

PEG Ratio

Winner

BAC-P-B

0.27

IBKR

1.27

Dividend Yield

BAC-P-B

N/A

IBKR

0.35%

5Y Dividends CAGR

BAC-P-B

4.56%

Winner

IBKR

26.78%

5Y EPS CAGR

BAC-P-B

11.43%

Winner

IBKR

22.71%

Debt to Equity

BAC-P-B

108.41%

Winner

IBKR

0.00%

Free Cash Flow Yield

Winner

BAC-P-B

32.08%

IBKR

9.70%

P/S Ratio

BAC-P-B

N/A

IBKR

25.16

P/B Ratio

BAC-P-B

N/A

IBKR

7.46

BAC-P-B vs IBKR - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-B	IBKR
1 month	-0.40%	-2.48%
3 months	+0.14%	+18.71%
6 months	+0.87%	+24.83%
1 year	+5.18%	+53.00%
5 years(CAGR)	+5.71%	+43.80%
10 years(CAGR)	+6.64%	+27.89%
Max(CAGR)	+6.64%	+15.85%

Winner

BAC-P-B

-0.40%

IBKR

-2.48%

BAC-P-B

+0.14%

Winner

IBKR

+18.71%

BAC-P-B

+0.87%

Winner

IBKR

+24.83%

BAC-P-B

+5.18%

Winner

IBKR

+53.00%

5Y(CAGR)

BAC-P-B

+5.71%

Winner

IBKR

+43.80%

10Y(CAGR)

BAC-P-B

+6.64%

Winner

IBKR

+27.89%

Max(CAGR)

BAC-P-B

+6.64%

Winner

IBKR

+15.85%

BAC-P-B vs IBKR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BAC-P-B	IBKR
2026	+1.75%	+40.74%
2025	+5.23%	+41.70%
2024	+7.32%	+110.24%
2023	+16.93%	+16.70%
2022	-4.25%	-7.02%
2021	+2.04%	+30.46%
2020	+5.85%	+28.48%
2019	+14.89%	-11.62%
2018	+2.84%	-7.64%
2017	N/A	+61.19%
2016	N/A	-13.04%
2015	N/A	+51.79%
2014	N/A	+20.93%
2013	N/A	+79.34%
2012	N/A	-0.76%
2011	N/A	-15.36%
2010	N/A	+10.71%
2009	N/A	-2.37%
2008	N/A	-43.94%
2007	N/A	+3.26%

BAC-P-B vs IBKR Drawdown Comparison

The maximum drawdown for BAC-P-B was -19.49%, occurring on Mar 23, 2020. Recovery took 85 trading sessions.

The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.

The current BAC-P-B drawdown is -0.95%. The current IBKR drawdown is -3.07%.

Rank	BAC-P-B	IBKR
#1	-19.49% Feb 3, 2020 - Jun 4, 2020	-63.66% Feb 1, 2008 - Dec 3, 2014
#2	-9.06% Jun 4, 2021 - Feb 1, 2023	-55.08% May 11, 2018 - Mar 9, 2021
#3	-8.62% Aug 7, 2023 - Nov 20, 2023	-38.66% Feb 18, 2025 - Jul 10, 2025
#4	-4.62% Feb 28, 2025 - Jul 1, 2025	-35.29% Dec 28, 2021 - Feb 1, 2023
#5	-4.41% Aug 30, 2018 - Jan 28, 2019	-33.31% Jul 6, 2015 - Sep 27, 2017
#6	-4.16% Feb 1, 2023 - Apr 19, 2023	-30.35% May 4, 2007 - Dec 10, 2007
#7	-3.92% Dec 16, 2020 - Apr 6, 2021	-24.48% Mar 9, 2021 - Dec 16, 2021
#8	-2.90% Oct 8, 2020 - Nov 16, 2020	-19.97% Mar 3, 2023 - Aug 3, 2023
#9	-2.78% Aug 31, 2020 - Oct 2, 2020	-19.12% Sep 11, 2023 - Feb 2, 2024
#10	-2.68% Oct 29, 2019 - Dec 17, 2019	-18.69% Feb 9, 2026 - Apr 15, 2026
#11	-2.65% Mar 2, 2026 - Apr 14, 2026	-16.46% Nov 3, 2025 - Jan 15, 2026
#12	-2.51% Jun 8, 2020 - Jul 9, 2020	-15.35% May 28, 2024 - Aug 30, 2024
#13	-2.41% Jul 10, 2018 - Aug 27, 2018	-12.16% Mar 9, 2018 - Apr 17, 2018
#14	-2.25% Apr 26, 2021 - Jun 1, 2021	-10.93% Aug 12, 2025 - Sep 29, 2025
#15	-2.13% Apr 19, 2023 - Jun 26, 2023	-10.81% Oct 9, 2025 - Nov 3, 2025

Correlation

Correlation between BAC-P-B and IBKR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2010 - 2026)

BAC-P-B vs IBKR dividend yield comparison.

Year	BAC-P-B	IBKR
2026	3.00%	0.18%
2025	5.98%	0.47%
2024	5.96%	0.48%
2023	13.09%	0.48%
2022	6.27%	0.55%
2021	5.65%	0.50%
2020	5.40%	0.66%
2019	5.46%	0.86%
2018	2.99%	0.73%
2017	0.00%	0.68%
2016	0.00%	1.10%
2015	0.00%	0.92%
2014	0.00%	1.37%
2013	0.00%	1.64%
2012	0.00%	10.23%
2011	0.00%	2.01%
2010	0.00%	10.04%