IBKR vs SCHW
Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and Charles Schwab Corp (SCHW, Company).
Both IBKR and SCHW are from the Financial Services sector.
5-Year PerformanceIBKR has outperformed SCHW, delivering a return of +41.6% compared to +5.3%
IBKR vs SCHW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBKR vs SCHW - Historical Returns
Returns include dividend reinvestment.
IBKR vs SCHW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBKR | SCHW |
|---|---|---|
| 2026 | +37.37% | -11.32% |
| 2025 | +41.70% | +36.96% |
| 2024 | +110.24% | +8.69% |
| 2023 | +16.70% | -14.61% |
| 2022 | -7.02% | -1.84% |
| 2021 | +30.46% | +61.06% |
| 2020 | +28.48% | +12.01% |
| 2019 | -11.62% | +16.22% |
| 2018 | -7.64% | -18.54% |
| 2017 | +61.19% | +28.78% |
| 2016 | -13.04% | +24.61% |
| 2015 | +51.79% | +9.81% |
| 2014 | +20.93% | +17.99% |
| 2013 | +79.34% | +74.54% |
| 2012 | -0.76% | +24.91% |
| 2011 | -15.36% | -34.61% |
| 2010 | +10.71% | -12.24% |
| 2009 | -2.37% | +17.99% |
| 2008 | -43.94% | -33.48% |
| 2007 | +3.26% | +37.09% |
| 2006 | N/A | +30.30% |
| 2005 | N/A | +26.74% |
| 2004 | N/A | +3.17% |
| 2003 | N/A | +3.64% |
| 2002 | N/A | -29.96% |
| 2001 | N/A | -40.49% |
| 2000 | N/A | +15.20% |
| 1999 | N/A | -1.58% |
IBKR vs SCHW Drawdown Comparison
The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.
The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.
The current IBKR drawdown is -4.81%. The current SCHW drawdown is -15.99%.
| Rank | IBKR | SCHW |
|---|---|---|
| #1 | -63.66% Feb 1, 2008 - Dec 3, 2014 | -84.72% Mar 24, 2000 - Nov 10, 2016 |
| #2 | -55.08% May 11, 2018 - Mar 9, 2021 | -51.08% May 22, 2018 - Jan 6, 2021 |
| #3 | -38.66% Feb 18, 2025 - Jul 10, 2025 | -49.70% Jan 14, 2022 - Jun 30, 2025 |
| #4 | -35.29% Dec 28, 2021 - Feb 1, 2023 | -28.26% Nov 16, 1999 - Mar 1, 2000 |
| #5 | -33.31% Jul 6, 2015 - Sep 27, 2017 | -19.83% Feb 9, 2026 - May 28, 2026 |
| #6 | -30.35% May 4, 2007 - Dec 10, 2007 | -15.78% Jan 12, 2021 - Feb 17, 2021 |
| #7 | -24.48% Mar 9, 2021 - Dec 16, 2021 | -13.78% Mar 16, 2017 - Jul 3, 2017 |
| #8 | -19.97% Mar 3, 2023 - Aug 3, 2023 | -13.24% Mar 12, 2018 - May 9, 2018 |
| #9 | -19.12% Sep 11, 2023 - Feb 2, 2024 | -12.64% Jan 17, 2018 - Mar 9, 2018 |
| #10 | -18.69% Feb 9, 2026 - Apr 15, 2026 | -12.59% Jul 5, 2017 - Sep 27, 2017 |
| #11 | -16.46% Nov 3, 2025 - Jan 15, 2026 | -12.27% Jun 3, 2021 - Aug 27, 2021 |
| #12 | -15.35% May 28, 2024 - Aug 30, 2024 | -12.02% Nov 4, 1999 - Nov 12, 1999 |
| #13 | -12.16% Mar 9, 2018 - Apr 17, 2018 | -9.76% Aug 27, 2021 - Sep 27, 2021 |
| #14 | -10.93% Aug 12, 2025 - Sep 29, 2025 | -8.49% Mar 10, 2000 - Mar 17, 2000 |
| #15 | -10.81% Oct 9, 2025 - Nov 3, 2025 | -8.20% Oct 22, 2021 - Dec 16, 2021 |
Correlation
Correlation between IBKR and SCHW is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
IBKR vs SCHW dividend yield comparison.
| Year | IBKR | SCHW |
|---|---|---|
| 2026 | 0.18% | 0.72% |
| 2025 | 0.47% | 1.08% |
| 2024 | 0.48% | 1.35% |
| 2023 | 0.48% | 1.45% |
| 2022 | 0.55% | 1.01% |
| 2021 | 0.50% | 0.86% |
| 2020 | 0.66% | 1.36% |
| 2019 | 0.86% | 1.43% |
| 2018 | 0.73% | 1.11% |
| 2017 | 0.68% | 0.62% |
| 2016 | 1.10% | 0.68% |
| 2015 | 0.92% | 0.73% |
| 2014 | 1.37% | 0.79% |
| 2013 | 1.64% | 0.92% |
| 2012 | 10.23% | 1.67% |
| 2011 | 2.01% | 2.13% |
| 2010 | 10.04% | 1.40% |
| 2009 | 0.00% | 1.28% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 4.70% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.61% |
| 2004 | 0.00% | 0.62% |
| 2003 | 0.00% | 0.42% |
| 2002 | 0.00% | 0.41% |
| 2001 | 0.00% | 0.28% |
| 2000 | 0.00% | 0.14% |
| 1999 | 0.00% | 0.04% |
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