IBKR vs BAC-P-N

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

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

IBKR vs BAC-P-N - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

IBKR

$144B

BAC-P-N

$143B

Max Drawdown

IBKR

63.66%

Winner

BAC-P-N

30.20%

Sharpe Ratio

Winner

IBKR

1.42

BAC-P-N

0.27

5Y Beta

IBKR

1.62

Winner

BAC-P-N

0.22

Industry

IBKR

Capital Markets

BAC-P-N

Other

P/E Ratio

IBKR

33.02

Winner

BAC-P-N

4.60

Forward P/E

IBKR

33.78

BAC-P-N

N/A

PEG Ratio

IBKR

1.05

Winner

BAC-P-N

0.22

Dividend Yield

IBKR

0.37%

BAC-P-N

N/A

5Y Dividends CAGR

Winner

IBKR

26.78%

BAC-P-N

0.00%

5Y EPS CAGR

Winner

IBKR

22.71%

BAC-P-N

11.43%

Debt to Equity

Winner

IBKR

0.00%

BAC-P-N

108.41%

Free Cash Flow Yield

IBKR

11.67%

Winner

BAC-P-N

39.47%

P/S Ratio

IBKR

22.94

BAC-P-N

N/A

P/B Ratio

IBKR

6.94

BAC-P-N

N/A

IBKR vs BAC-P-N - Historical Returns

Returns include dividend reinvestment.

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

Winner

IBKR

+0.68%

BAC-P-N

-2.15%

Winner

IBKR

+24.15%

BAC-P-N

-5.40%

Winner

IBKR

+31.13%

BAC-P-N

-0.13%

Winner

IBKR

+63.99%

BAC-P-N

+5.31%

5Y(CAGR)

Winner

IBKR

+38.42%

BAC-P-N

-0.86%

10Y(CAGR)

IBKR

+24.57%

BAC-P-N

N/A

Max(CAGR)

Winner

IBKR

+15.28%

BAC-P-N

+1.94%

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

Returns include dividend reinvestment.

Year	IBKR	BAC-P-N
2026	+25.80%	-3.23%
2025	+41.70%	+1.21%
2024	+110.24%	+6.36%
2023	+16.70%	+15.60%
2022	-7.02%	-22.54%
2021	+30.46%	+3.02%
2020	+28.48%	+9.12%
2019	-11.62%	+6.12%
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-N 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-N was -28.12%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The current IBKR drawdown is -4.87%. The current BAC-P-N drawdown is -8.83%.

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

Correlation

Correlation between IBKR and BAC-P-N 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)

IBKR vs BAC-P-N dividend yield comparison.

Year	IBKR	BAC-P-N
2026	0.20%	3.18%
2025	0.47%	6.02%
2024	0.48%	5.79%
2023	0.48%	5.81%
2022	0.55%	6.43%
2021	0.50%	4.70%
2020	0.66%	4.58%
2019	0.86%	1.19%
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%