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ETN vs IBKR

Comparison between Eaton Corporation plc (ETN, Company) and Interactive Brokers Group Inc - Class A (IBKR, Company).

ETN is from the Industrials sector, while IBKR is from the Financial Services sector.

5-Year PerformanceIBKR has outperformed ETN, delivering a return of +38.9% compared to +23.4%

ETN vs IBKR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ETN
$147B
Winner
IBKR
$149B
Max Drawdown
ETN
70.48%
Winner
IBKR
63.66%
Sharpe Ratio
ETN
0.53
Winner
IBKR
1.40
5Y Beta
Winner
ETN
1.45
IBKR
1.61
Industry
ETN
Specialty Industrial Machinery
IBKR
Capital Markets
P/E Ratio
ETN
36.98
Winner
IBKR
34.18
Forward P/E
Winner
ETN
30.03
IBKR
34.84
PEG Ratio
ETN
12.89
Winner
IBKR
1.09
Dividend Yield
Winner
ETN
1.11%
IBKR
0.37%
5Y Dividends CAGR
ETN
13.29%
Winner
IBKR
25.07%
5Y EPS CAGR
Winner
ETN
23.40%
IBKR
22.71%
Debt to Equity
ETN
107.14%
Winner
IBKR
0.00%
Free Cash Flow Yield
ETN
2.56%
Winner
IBKR
11.28%

ETN vs IBKR - Historical Returns

Returns include dividend reinvestment.

1M
ETN
-6.57%
Winner
IBKR
+3.13%
3M
ETN
+2.29%
Winner
IBKR
+12.76%
6M
ETN
+16.38%
Winner
IBKR
+36.44%
1Y
ETN
+17.01%
Winner
IBKR
+60.17%
5Y(CAGR)
ETN
+23.41%
Winner
IBKR
+38.86%
10Y(CAGR)
ETN
+23.14%
Winner
IBKR
+25.31%
Max(CAGR)
ETN
+14.97%
Winner
IBKR
+15.27%

ETN vs IBKR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearETNIBKR
2026+16.69%+24.77%
2025-2.81%+41.70%
2024+40.64%+110.24%
2023+55.40%+16.70%
2022-4.90%-7.02%
2021+48.41%+30.46%
2020+28.40%+28.48%
2019+42.90%-11.62%
2018-9.93%-7.64%
2017+19.01%+61.19%
2016+33.38%-13.04%
2015-20.71%+51.79%
2014-7.46%+20.93%
2013+38.36%+79.34%
2012+23.06%-0.76%
2011-13.62%-15.36%
2010+62.38%+10.71%
2009+27.80%-2.37%
2008-45.34%-43.94%
2007+31.45%+3.26%
2006+14.15%N/A
2005-3.81%N/A
2004+37.99%N/A
2003+38.00%N/A
2002+7.39%N/A
2001+13.34%N/A
2000+7.94%N/A
1999-0.58%N/A

ETN vs IBKR Drawdown Comparison

The maximum drawdown for ETN was -68.97%, occurring on Mar 9, 2009. Recovery took 830 trading sessions.

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

The current ETN drawdown is -12.06%. The current IBKR drawdown is -5.09%.

RankETNIBKR
#1-68.97%
Jul 23, 2007 - Nov 4, 2010
-63.66%
Feb 1, 2008 - Dec 3, 2014
#2-44.50%
Feb 20, 2020 - Aug 28, 2020
-55.08%
May 11, 2018 - Mar 9, 2021
#3-38.34%
Feb 11, 2011 - Dec 18, 2012
-38.66%
Feb 18, 2025 - Jul 10, 2025
#4-37.52%
Jul 16, 2014 - Mar 1, 2017
-35.29%
Dec 28, 2021 - Feb 1, 2023
#5-34.46%
Dec 4, 2024 - Jul 17, 2025
-33.31%
Jul 6, 2015 - Sep 27, 2017
#6-31.65%
Apr 16, 2002 - Jul 23, 2003
-30.35%
May 4, 2007 - Dec 10, 2007
#7-29.63%
Apr 26, 2000 - Feb 25, 2002
-24.48%
Mar 9, 2021 - Dec 16, 2021
#8-27.29%
Nov 9, 2021 - Feb 10, 2023
-19.97%
Mar 3, 2023 - Aug 3, 2023
#9-26.06%
Sep 21, 2018 - Sep 10, 2019
-19.12%
Sep 11, 2023 - Feb 2, 2024
#10-22.62%
Nov 16, 1999 - Mar 16, 2000
-18.69%
Feb 9, 2026 - Apr 15, 2026
#11-20.53%
Dec 31, 2004 - Feb 24, 2006
-16.46%
Nov 3, 2025 - Jan 15, 2026
#12-19.78%
May 24, 2024 - Oct 11, 2024
-15.35%
May 28, 2024 - Aug 30, 2024
#13-19.66%
May 11, 2006 - Dec 4, 2006
-12.16%
Mar 9, 2018 - Apr 17, 2018
#14-19.14%
Jul 28, 2025 - Feb 11, 2026
-10.93%
Aug 12, 2025 - Sep 29, 2025
#15-18.51%
Sep 11, 2023 - Dec 14, 2023
-10.81%
Oct 9, 2025 - Nov 3, 2025

Correlation

Correlation between ETN and IBKR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

ETN vs IBKR dividend yield comparison.

YearETNIBKR
20260.58%0.10%
20251.31%0.47%
20241.13%0.48%
20231.43%0.48%
20222.06%0.55%
20211.76%0.50%
20201.88%0.66%
20193.00%0.86%
20183.85%0.73%
20173.04%0.68%
20163.40%1.10%
20154.23%0.92%
20142.88%1.37%
20132.21%1.64%
20122.81%10.23%
20113.12%2.01%
20102.13%10.04%
20093.14%0.00%
20084.02%0.00%
20071.77%0.00%
20061.97%0.00%
20051.85%0.00%
20041.31%0.00%
20031.70%0.00%
20022.25%0.00%
20012.37%0.00%
20002.34%0.00%
19990.61%0.00%

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