IBKR vs SPY
Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIBKR has outperformed SPY, delivering a return of +37.9% compared to +13.3%
IBKR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBKR vs SPY - Historical Returns
Returns include dividend reinvestment.
IBKR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBKR | SPY |
|---|---|---|
| 2026 | +25.71% | +8.27% |
| 2025 | +41.70% | +18.00% |
| 2024 | +110.24% | +25.59% |
| 2023 | +16.70% | +26.72% |
| 2022 | -7.02% | -18.64% |
| 2021 | +30.46% | +30.52% |
| 2020 | +28.48% | +17.28% |
| 2019 | -11.62% | +31.09% |
| 2018 | -7.64% | -5.24% |
| 2017 | +61.19% | +20.78% |
| 2016 | -13.04% | +13.59% |
| 2015 | +51.79% | +1.31% |
| 2014 | +20.93% | +14.56% |
| 2013 | +79.34% | +29.00% |
| 2012 | -0.76% | +14.17% |
| 2011 | -15.36% | +0.85% |
| 2010 | +10.71% | +13.14% |
| 2009 | -2.37% | +22.67% |
| 2008 | -43.94% | -36.25% |
| 2007 | +3.26% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IBKR vs SPY Drawdown Comparison
The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IBKR drawdown is -3.01%.
| Rank | IBKR | SPY |
|---|---|---|
| #1 | -63.66% Feb 1, 2008 - Dec 3, 2014 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -55.08% May 11, 2018 - Mar 9, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -38.66% Feb 18, 2025 - Jul 10, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.29% Dec 28, 2021 - Feb 1, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.31% Jul 6, 2015 - Sep 27, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -30.35% May 4, 2007 - Dec 10, 2007 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.48% Mar 9, 2021 - Dec 16, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.97% Mar 3, 2023 - Aug 3, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.12% Sep 11, 2023 - Feb 2, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.69% Feb 9, 2026 - Apr 15, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.46% Nov 3, 2025 - Jan 15, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.35% May 28, 2024 - Aug 30, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.16% Mar 9, 2018 - Apr 17, 2018 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.93% Aug 12, 2025 - Sep 29, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.81% Oct 9, 2025 - Nov 3, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IBKR and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
IBKR vs SPY dividend yield comparison.
| Year | IBKR | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 0.47% | 1.07% |
| 2024 | 0.48% | 1.21% |
| 2023 | 0.48% | 1.40% |
| 2022 | 0.55% | 1.65% |
| 2021 | 0.50% | 1.20% |
| 2020 | 0.66% | 1.52% |
| 2019 | 0.86% | 1.75% |
| 2018 | 0.73% | 2.04% |
| 2017 | 0.68% | 1.80% |
| 2016 | 1.10% | 2.03% |
| 2015 | 0.92% | 2.06% |
| 2014 | 1.37% | 1.87% |
| 2013 | 1.64% | 1.81% |
| 2012 | 10.23% | 2.18% |
| 2011 | 2.01% | 2.05% |
| 2010 | 10.04% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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