BAC-P-N vs IBKR

Comparison between Bank Of America Corp. PRF PERPETUAL USD Ser LL DpSh11000th (BAC-P-N, Company) and Interactive Brokers Group Inc - Class A (IBKR, Company).

5-Year PerformanceIBKR has outperformed BAC-P-N, delivering a return of +38.4% compared to -0.9%

BAC-P-N vs IBKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-N(COMPANY)	IBKR(COMPANY)
Market Cap	$143B	$144B
Max Drawdown	30.20%	63.66%
Sharpe Ratio	0.27	1.42
5Y Beta	0.22	1.62
Industry	Other	Capital Markets
P/E Ratio	4.60	33.02
Forward P/E	N/A	33.78
PEG Ratio	0.22	1.05
Dividend Yield	N/A	0.37%
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	39.47%	11.67%
P/S Ratio	N/A	22.94
P/B Ratio	N/A	6.94

Market Cap

BAC-P-N

$143B

Winner

IBKR

$144B

Max Drawdown

Winner

BAC-P-N

30.20%

IBKR

63.66%

Sharpe Ratio

BAC-P-N

0.27

Winner

IBKR

1.42

5Y Beta

Winner

BAC-P-N

0.22

IBKR

1.62

Industry

BAC-P-N

Other

IBKR

Capital Markets

P/E Ratio

Winner

BAC-P-N

4.60

IBKR

33.02

Forward P/E

BAC-P-N

N/A

IBKR

33.78

PEG Ratio

Winner

BAC-P-N

0.22

IBKR

1.05

Dividend Yield

BAC-P-N

N/A

IBKR

0.37%

5Y Dividends CAGR

BAC-P-N

0.00%

Winner

IBKR

26.78%

5Y EPS CAGR

BAC-P-N

11.43%

Winner

IBKR

22.71%

Debt to Equity

BAC-P-N

108.41%

Winner

IBKR

0.00%

Free Cash Flow Yield

Winner

BAC-P-N

39.47%

IBKR

11.67%

P/S Ratio

BAC-P-N

N/A

IBKR

22.94

P/B Ratio

BAC-P-N

N/A

IBKR

6.94

BAC-P-N vs IBKR - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-N	IBKR
1 month	-2.15%	+0.68%
3 months	-5.40%	+24.15%
6 months	-0.13%	+31.13%
1 year	+5.31%	+63.99%
5 years(CAGR)	-0.86%	+38.42%
10 years(CAGR)	N/A	+24.57%
Max(CAGR)	+1.94%	+15.28%

BAC-P-N

-2.15%

Winner

IBKR

+0.68%

BAC-P-N

-5.40%

Winner

IBKR

+24.15%

BAC-P-N

-0.13%

Winner

IBKR

+31.13%

BAC-P-N

+5.31%

Winner

IBKR

+63.99%

5Y(CAGR)

BAC-P-N

-0.86%

Winner

IBKR

+38.42%

10Y(CAGR)

BAC-P-N

N/A

IBKR

+24.57%

Max(CAGR)

BAC-P-N

+1.94%

Winner

IBKR

+15.28%

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

Returns include dividend reinvestment.

Year	BAC-P-N	IBKR
2026	-3.23%	+25.80%
2025	+1.21%	+41.70%
2024	+6.36%	+110.24%
2023	+15.60%	+16.70%
2022	-22.54%	-7.02%
2021	+3.02%	+30.46%
2020	+9.12%	+28.48%
2019	+6.12%	-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-N vs IBKR Drawdown Comparison

The maximum drawdown for BAC-P-N was -28.12%, 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-N drawdown is -8.83%. The current IBKR drawdown is -4.87%.

Rank	BAC-P-N	IBKR
#1	-28.12% Feb 11, 2020 - Jul 21, 2020	-63.66% Feb 1, 2008 - Dec 3, 2014
#2	-24.99% Jun 23, 2021 - Sep 13, 2024	-55.08% May 11, 2018 - Mar 9, 2021
#3	-14.88% Sep 26, 2024 - May 21, 2025	-38.66% Feb 18, 2025 - Jul 10, 2025
#4	-5.50% Dec 21, 2020 - Apr 15, 2021	-35.29% Dec 28, 2021 - Feb 1, 2023
#5	-4.27% Aug 20, 2020 - Nov 24, 2020	-33.31% Jul 6, 2015 - Sep 27, 2017
#6	-2.42% Oct 25, 2019 - Dec 11, 2019	-30.35% May 4, 2007 - Dec 10, 2007
#7	-2.34% May 5, 2021 - Jun 1, 2021	-24.48% Mar 9, 2021 - Dec 16, 2021
#8	-2.02% Jan 2, 2020 - Feb 3, 2020	-19.97% Mar 3, 2023 - Aug 3, 2023
#9	-1.17% Nov 25, 2020 - Dec 4, 2020	-19.12% Sep 11, 2023 - Feb 2, 2024
#10	-0.62% Apr 27, 2021 - May 5, 2021	-18.69% Feb 9, 2026 - Apr 15, 2026
#11	-0.59% Dec 9, 2020 - Dec 15, 2020	-16.46% Nov 3, 2025 - Jan 15, 2026
#12	-0.56% Sep 12, 2019 - Sep 19, 2019	-15.35% May 28, 2024 - Aug 30, 2024
#13	-0.55% Jun 14, 2021 - Jun 22, 2021	-12.16% Mar 9, 2018 - Apr 17, 2018
#14	-0.44% Apr 16, 2021 - Apr 23, 2021	-10.93% Aug 12, 2025 - Sep 29, 2025
#15	-0.44% Jun 4, 2021 - Jun 14, 2021	-10.81% Oct 9, 2025 - Nov 3, 2025

Correlation

Correlation between BAC-P-N and IBKR is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2010 - 2026)

BAC-P-N vs IBKR dividend yield comparison.

Year	BAC-P-N	IBKR
2026	3.18%	0.20%
2025	6.02%	0.47%
2024	5.79%	0.48%
2023	5.81%	0.48%
2022	6.43%	0.55%
2021	4.70%	0.50%
2020	4.58%	0.66%
2019	1.19%	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%