IBKR vs BAC-P-M

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

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

IBKR vs BAC-P-M - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IBKR

$152B

Winner

BAC-P-M

$154B

Max Drawdown

IBKR

63.66%

Winner

BAC-P-M

27.04%

Sharpe Ratio

Winner

IBKR

1.63

BAC-P-M

0.31

5Y Beta

IBKR

1.62

Winner

BAC-P-M

0.22

Industry

IBKR

Capital Markets

BAC-P-M

Other

P/E Ratio

IBKR

34.84

Winner

BAC-P-M

4.95

Forward P/E

IBKR

35.59

BAC-P-M

N/A

PEG Ratio

IBKR

1.11

Winner

BAC-P-M

0.24

Dividend Yield

IBKR

0.36%

BAC-P-M

N/A

5Y Dividends CAGR

Winner

IBKR

26.78%

BAC-P-M

0.00%

5Y EPS CAGR

Winner

IBKR

22.71%

BAC-P-M

11.43%

Debt to Equity

Winner

IBKR

0.00%

BAC-P-M

108.41%

Free Cash Flow Yield

IBKR

11.06%

Winner

BAC-P-M

36.73%

P/S Ratio

IBKR

22.72

BAC-P-M

N/A

P/B Ratio

IBKR

6.73

BAC-P-M

N/A

IBKR vs BAC-P-M - Historical Returns

Returns include dividend reinvestment.

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

Winner

IBKR

+7.46%

BAC-P-M

-1.76%

Winner

IBKR

+35.83%

BAC-P-M

-2.73%

Winner

IBKR

+41.86%

BAC-P-M

-1.52%

Winner

IBKR

+78.03%

BAC-P-M

+6.26%

5Y(CAGR)

Winner

IBKR

+41.62%

BAC-P-M

+0.46%

10Y(CAGR)

IBKR

+26.25%

BAC-P-M

N/A

Max(CAGR)

Winner

IBKR

+15.71%

BAC-P-M

+3.33%

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

Returns include dividend reinvestment.

Year	IBKR	BAC-P-M
2026	+35.36%	-1.25%
2025	+41.70%	+0.90%
2024	+110.24%	+3.98%
2023	+16.70%	+15.55%
2022	-7.02%	-17.32%
2021	+30.46%	+3.98%
2020	+28.48%	+7.59%
2019	-11.62%	+9.25%
2018	-7.64%	N/A
2017	+61.19%	N/A
2016	-13.04%	N/A
2015	+51.79%	N/A
2014	+20.93%	N/A
2013	+79.34%	N/A
2012	-0.76%	N/A
2011	-15.36%	N/A
2010	+10.71%	N/A
2009	-2.37%	N/A
2008	-43.94%	N/A
2007	+3.26%	N/A

IBKR vs BAC-P-M Drawdown Comparison

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

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

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

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

Correlation

Correlation between IBKR and BAC-P-M 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)

IBKR vs BAC-P-M dividend yield comparison.

Year	IBKR	BAC-P-M
2026	0.18%	3.16%
2025	0.47%	6.11%
2024	0.48%	5.93%
2023	0.48%	5.84%
2022	0.55%	6.42%
2021	0.50%	5.01%
2020	0.66%	4.92%
2019	0.86%	2.53%
2018	0.73%	0.00%
2017	0.68%	0.00%
2016	1.10%	0.00%
2015	0.92%	0.00%
2014	1.37%	0.00%
2013	1.64%	0.00%
2012	10.23%	0.00%
2011	2.01%	0.00%
2010	10.04%	0.00%