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IBKR vs ETN

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

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

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

IBKR vs ETN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

IBKR vs ETN - Historical Returns

Returns include dividend reinvestment.

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

IBKR vs ETN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

IBKR vs ETN Drawdown Comparison

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

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

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

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

Correlation

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

0.93
-101

Dividend Comparison (1999 - 2026)

IBKR vs ETN dividend yield comparison.

YearIBKRETN
20260.10%0.58%
20250.47%1.31%
20240.48%1.13%
20230.48%1.43%
20220.55%2.06%
20210.50%1.76%
20200.66%1.88%
20190.86%3.00%
20180.73%3.85%
20170.68%3.04%
20161.10%3.40%
20150.92%4.23%
20141.37%2.88%
20131.64%2.21%
201210.23%2.81%
20112.01%3.12%
201010.04%2.13%
20090.00%3.14%
20080.00%4.02%
20070.00%1.77%
20060.00%1.97%
20050.00%1.85%
20040.00%1.31%
20030.00%1.70%
20020.00%2.25%
20010.00%2.37%
20000.00%2.34%
19990.00%0.61%

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