IBKR vs DIS
Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and Walt Disney Co (The) (DIS, Company).
IBKR is from the Financial Services sector, while DIS is from the Communication Services sector.
5-Year PerformanceIBKR has outperformed DIS, delivering a return of +43.8% compared to -10.9%
IBKR vs DIS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBKR vs DIS - Historical Returns
Returns include dividend reinvestment.
IBKR vs DIS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBKR | DIS |
|---|---|---|
| 2026 | +40.74% | -13.38% |
| 2025 | +41.70% | +3.79% |
| 2024 | +110.24% | +23.87% |
| 2023 | +16.70% | +1.81% |
| 2022 | -7.02% | -44.58% |
| 2021 | +30.46% | -12.83% |
| 2020 | +28.48% | +22.25% |
| 2019 | -11.62% | +34.35% |
| 2018 | -7.64% | -0.36% |
| 2017 | +61.19% | +2.94% |
| 2016 | -13.04% | +2.70% |
| 2015 | +51.79% | +13.45% |
| 2014 | +20.93% | +25.04% |
| 2013 | +79.34% | +51.36% |
| 2012 | -0.76% | +31.95% |
| 2011 | -15.36% | +0.85% |
| 2010 | +10.71% | +18.24% |
| 2009 | -2.37% | +36.33% |
| 2008 | -43.94% | -27.64% |
| 2007 | +3.26% | -4.61% |
| 2006 | N/A | +41.71% |
| 2005 | N/A | -13.00% |
| 2004 | N/A | +19.67% |
| 2003 | N/A | +36.43% |
| 2002 | N/A | -23.02% |
| 2001 | N/A | -25.12% |
| 2000 | N/A | -2.50% |
| 1999 | N/A | +14.81% |
IBKR vs DIS Drawdown Comparison
The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.
The maximum drawdown for DIS was -67.92%, occurring on Aug 13, 2002. Recovery took 2687 trading sessions.
The current IBKR drawdown is -3.07%. The current DIS drawdown is -50.88%.
| Rank | IBKR | DIS |
|---|---|---|
| #1 | -63.66% Feb 1, 2008 - Dec 3, 2014 | -67.92% Apr 28, 2000 - Jan 4, 2011 |
| #2 | -55.08% May 11, 2018 - Mar 9, 2021 | -60.72% Mar 8, 2021 - Oct 4, 2023 |
| #3 | -38.66% Feb 18, 2025 - Jul 10, 2025 | -43.11% Nov 26, 2019 - Nov 24, 2020 |
| #4 | -35.29% Dec 28, 2021 - Feb 1, 2023 | -34.20% Mar 3, 2011 - Mar 13, 2012 |
| #5 | -33.31% Jul 6, 2015 - Sep 27, 2017 | -26.52% Aug 4, 2015 - Aug 7, 2018 |
| #6 | -30.35% May 4, 2007 - Dec 10, 2007 | -18.70% Feb 4, 2000 - Mar 20, 2000 |
| #7 | -24.48% Mar 9, 2021 - Dec 16, 2021 | -14.94% Oct 19, 2018 - Apr 12, 2019 |
| #8 | -19.97% Mar 3, 2023 - Aug 3, 2023 | -12.57% Nov 3, 1999 - Nov 18, 1999 |
| #9 | -19.12% Sep 11, 2023 - Feb 2, 2024 | -12.46% Jul 29, 2019 - Nov 13, 2019 |
| #10 | -18.69% Feb 9, 2026 - Apr 15, 2026 | -11.16% Oct 5, 2012 - Jan 4, 2013 |
| #11 | -16.46% Nov 3, 2025 - Jan 15, 2026 | -10.31% May 15, 2013 - Oct 22, 2013 |
| #12 | -15.35% May 28, 2024 - Aug 30, 2024 | -10.12% Aug 28, 2014 - Oct 31, 2014 |
| #13 | -12.16% Mar 9, 2018 - Apr 17, 2018 | -10.02% Dec 31, 2020 - Feb 8, 2021 |
| #14 | -10.93% Aug 12, 2025 - Sep 29, 2025 | -9.66% Jan 11, 2000 - Jan 25, 2000 |
| #15 | -10.81% Oct 9, 2025 - Nov 3, 2025 | -8.82% Apr 11, 2000 - Apr 28, 2000 |
Correlation
Correlation between IBKR and DIS is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
IBKR vs DIS dividend yield comparison.
| Year | IBKR | DIS |
|---|---|---|
| 2026 | 0.18% | 0.78% |
| 2025 | 0.47% | 1.10% |
| 2024 | 0.48% | 0.85% |
| 2023 | 0.48% | 0.33% |
| 2022 | 0.55% | 0.00% |
| 2021 | 0.50% | 0.00% |
| 2020 | 0.66% | 0.00% |
| 2019 | 0.86% | 1.22% |
| 2018 | 0.73% | 1.57% |
| 2017 | 0.68% | 1.51% |
| 2016 | 1.10% | 1.43% |
| 2015 | 0.92% | 1.30% |
| 2014 | 1.37% | 1.22% |
| 2013 | 1.64% | 1.13% |
| 2012 | 10.23% | 1.51% |
| 2011 | 2.01% | 1.60% |
| 2010 | 10.04% | 1.07% |
| 2009 | 0.00% | 1.09% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 1.08% |
| 2006 | 0.00% | 0.90% |
| 2005 | 0.00% | 1.13% |
| 2004 | 0.00% | 1.76% |
| 2003 | 0.00% | 0.90% |
| 2002 | 0.00% | 1.29% |
| 2001 | 0.00% | 1.01% |
| 2000 | 0.00% | 0.73% |
| 1999 | 0.00% | 0.72% |
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