BAC-P-M vs IBKR

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

5-Year PerformanceIBKR has outperformed BAC-P-M, delivering a return of +41.6% compared to +0.5%

BAC-P-M vs IBKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-M(COMPANY)	IBKR(COMPANY)
Market Cap	$154B	$152B
Max Drawdown	27.04%	63.66%
Sharpe Ratio	0.31	1.63
5Y Beta	0.22	1.62
Industry	Other	Capital Markets
P/E Ratio	4.95	34.84
Forward P/E	N/A	35.59
PEG Ratio	0.24	1.11
Dividend Yield	N/A	0.36%
5Y Dividends CAGR	0.00%	26.78%
5Y EPS CAGR	11.43%	22.71%
Debt to Equity	108.41%	0.00%
Free Cash Flow Yield	36.73%	11.06%
P/S Ratio	N/A	22.72
P/B Ratio	N/A	6.73

Market Cap

Winner

BAC-P-M

$154B

IBKR

$152B

Max Drawdown

Winner

BAC-P-M

27.04%

IBKR

63.66%

Sharpe Ratio

BAC-P-M

0.31

Winner

IBKR

1.63

5Y Beta

Winner

BAC-P-M

0.22

IBKR

1.62

Industry

BAC-P-M

Other

IBKR

Capital Markets

P/E Ratio

Winner

BAC-P-M

4.95

IBKR

34.84

Forward P/E

BAC-P-M

N/A

IBKR

35.59

PEG Ratio

Winner

BAC-P-M

0.24

IBKR

1.11

Dividend Yield

BAC-P-M

N/A

IBKR

0.36%

5Y Dividends CAGR

BAC-P-M

0.00%

Winner

IBKR

26.78%

5Y EPS CAGR

BAC-P-M

11.43%

Winner

IBKR

22.71%

Debt to Equity

BAC-P-M

108.41%

Winner

IBKR

0.00%

Free Cash Flow Yield

Winner

BAC-P-M

36.73%

IBKR

11.06%

P/S Ratio

BAC-P-M

N/A

IBKR

22.72

P/B Ratio

BAC-P-M

N/A

IBKR

6.73

BAC-P-M vs IBKR - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-M	IBKR
1 month	-1.76%	+7.46%
3 months	-2.73%	+35.83%
6 months	-1.52%	+41.86%
1 year	+6.26%	+78.03%
5 years(CAGR)	+0.46%	+41.62%
10 years(CAGR)	N/A	+26.25%
Max(CAGR)	+3.33%	+15.71%

BAC-P-M

-1.76%

Winner

IBKR

+7.46%

BAC-P-M

-2.73%

Winner

IBKR

+35.83%

BAC-P-M

-1.52%

Winner

IBKR

+41.86%

BAC-P-M

+6.26%

Winner

IBKR

+78.03%

5Y(CAGR)

BAC-P-M

+0.46%

Winner

IBKR

+41.62%

10Y(CAGR)

BAC-P-M

N/A

IBKR

+26.25%

Max(CAGR)

BAC-P-M

+3.33%

Winner

IBKR

+15.71%

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

Returns include dividend reinvestment.

Year	BAC-P-M	IBKR
2026	-1.25%	+35.36%
2025	+0.90%	+41.70%
2024	+3.98%	+110.24%
2023	+15.55%	+16.70%
2022	-17.32%	-7.02%
2021	+3.98%	+30.46%
2020	+7.59%	+28.48%
2019	+9.25%	-11.62%
2018	N/A	-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-M vs IBKR Drawdown Comparison

The maximum drawdown for BAC-P-M was -26.10%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

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

The current BAC-P-M drawdown is -5.39%.

Rank	BAC-P-M	IBKR
#1	-26.10% Feb 11, 2020 - Jul 21, 2020	-63.66% Feb 1, 2008 - Dec 3, 2014
#2	-21.27% Jun 24, 2021 - Aug 14, 2024	-55.08% May 11, 2018 - Mar 9, 2021
#3	-11.78% Oct 16, 2024 - Sep 11, 2025	-38.66% Feb 18, 2025 - Jul 10, 2025
#4	-6.12% Sep 16, 2025 - Feb 20, 2026	-35.29% Dec 28, 2021 - Feb 1, 2023
#5	-6.01% Feb 20, 2026 - Mar 30, 2026	-33.31% Jul 6, 2015 - Sep 27, 2017
#6	-5.29% Dec 17, 2020 - Mar 16, 2021	-30.35% May 4, 2007 - Dec 10, 2007
#7	-4.44% Oct 6, 2020 - Dec 9, 2020	-24.48% Mar 9, 2021 - Dec 16, 2021
#8	-3.70% Sep 9, 2019 - Dec 16, 2019	-19.97% Mar 3, 2023 - Aug 3, 2023
#9	-2.90% Apr 26, 2021 - May 28, 2021	-19.12% Sep 11, 2023 - Feb 2, 2024
#10	-2.17% Sep 18, 2020 - Oct 2, 2020	-18.69% Feb 9, 2026 - Apr 15, 2026
#11	-1.98% Mar 16, 2021 - Apr 6, 2021	-16.46% Nov 3, 2025 - Jan 15, 2026
#12	-1.82% Aug 27, 2020 - Sep 16, 2020	-15.35% May 28, 2024 - Aug 30, 2024
#13	-1.34% Sep 20, 2024 - Oct 16, 2024	-12.16% Mar 9, 2018 - Apr 17, 2018
#14	-1.05% Jan 2, 2020 - Jan 30, 2020	-10.93% Aug 12, 2025 - Sep 29, 2025
#15	-0.97% Jul 29, 2019 - Aug 9, 2019	-10.81% Oct 9, 2025 - Nov 3, 2025

Correlation

Correlation between BAC-P-M and IBKR is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2010 - 2026)

BAC-P-M vs IBKR dividend yield comparison.

Year	BAC-P-M	IBKR
2026	3.16%	0.18%
2025	6.11%	0.47%
2024	5.93%	0.48%
2023	5.84%	0.48%
2022	6.42%	0.55%
2021	5.01%	0.50%
2020	4.92%	0.66%
2019	2.53%	0.86%
2018	0.00%	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%