IBKR vs UNP
Comparison between Interactive Brokers Group Inc - Class A (IBKR, Company) and Union Pacific Corp (UNP, Company).
IBKR is from the Financial Services sector, while UNP is from the Industrials sector.
5-Year PerformanceIBKR has outperformed UNP, delivering a return of +43.8% compared to +8.6%
IBKR vs UNP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBKR vs UNP - Historical Returns
Returns include dividend reinvestment.
IBKR vs UNP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IBKR | UNP |
|---|---|---|
| 2026 | +40.74% | +27.72% |
| 2025 | +41.70% | +3.36% |
| 2024 | +110.24% | -4.28% |
| 2023 | +16.70% | +21.22% |
| 2022 | -7.02% | -14.52% |
| 2021 | +30.46% | +26.49% |
| 2020 | +28.48% | +16.71% |
| 2019 | -11.62% | +34.11% |
| 2018 | -7.64% | +3.97% |
| 2017 | +61.19% | +33.74% |
| 2016 | -13.04% | +34.65% |
| 2015 | +51.79% | -32.56% |
| 2014 | +20.93% | +45.26% |
| 2013 | +79.34% | +33.36% |
| 2012 | -0.76% | +18.89% |
| 2011 | -15.36% | +15.35% |
| 2010 | +10.71% | +44.19% |
| 2009 | -2.37% | +30.24% |
| 2008 | -43.94% | -21.89% |
| 2007 | +3.26% | +37.64% |
| 2006 | N/A | +16.39% |
| 2005 | N/A | +21.48% |
| 2004 | N/A | -0.72% |
| 2003 | N/A | +15.44% |
| 2002 | N/A | +7.23% |
| 2001 | N/A | +14.23% |
| 2000 | N/A | +20.22% |
| 1999 | N/A | -18.94% |
IBKR vs UNP Drawdown Comparison
The maximum drawdown for IBKR was -63.66%, occurring on Mar 9, 2009. Recovery took 1722 trading sessions.
The maximum drawdown for UNP was -59.43%, occurring on Mar 9, 2009. Recovery took 517 trading sessions.
The current IBKR drawdown is -3.07%. The current UNP drawdown is -2.86%.
| Rank | IBKR | UNP |
|---|---|---|
| #1 | -63.66% Feb 1, 2008 - Dec 3, 2014 | -59.43% Aug 29, 2008 - Sep 20, 2010 |
| #2 | -55.08% May 11, 2018 - Mar 9, 2021 | -43.17% Feb 12, 2015 - Sep 27, 2017 |
| #3 | -38.66% Feb 18, 2025 - Jul 10, 2025 | -38.71% Jan 23, 2020 - Aug 10, 2020 |
| #4 | -35.29% Dec 28, 2021 - Feb 1, 2023 | -34.95% Nov 1, 1999 - Jan 8, 2001 |
| #5 | -33.31% Jul 6, 2015 - Sep 27, 2017 | -31.83% Mar 30, 2022 - Feb 9, 2026 |
| #6 | -30.35% May 4, 2007 - Dec 10, 2007 | -25.57% May 16, 2001 - Jan 4, 2002 |
| #7 | -24.48% Mar 9, 2021 - Dec 16, 2021 | -24.83% Jul 1, 2011 - Dec 27, 2011 |
| #8 | -19.97% Mar 3, 2023 - Aug 3, 2023 | -21.88% Sep 21, 2018 - Feb 11, 2019 |
| #9 | -19.12% Sep 11, 2023 - Feb 2, 2024 | -19.94% Dec 29, 2003 - Mar 22, 2005 |
| #10 | -18.69% Feb 9, 2026 - Apr 15, 2026 | -19.64% Mar 4, 2002 - Nov 3, 2003 |
| #11 | -16.46% Nov 3, 2025 - Jan 15, 2026 | -19.38% Dec 10, 2007 - Apr 16, 2008 |
| #12 | -15.35% May 28, 2024 - Aug 30, 2024 | -18.60% Apr 24, 2006 - Jan 18, 2007 |
| #13 | -12.16% Mar 9, 2018 - Apr 17, 2018 | -17.53% Jul 23, 2007 - Oct 23, 2007 |
| #14 | -10.93% Aug 12, 2025 - Sep 29, 2025 | -17.38% Oct 16, 2020 - Jan 6, 2021 |
| #15 | -10.81% Oct 9, 2025 - Nov 3, 2025 | -15.32% Jul 31, 2019 - Nov 25, 2019 |
Correlation
Correlation between IBKR and UNP is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
IBKR vs UNP dividend yield comparison.
| Year | IBKR | UNP |
|---|---|---|
| 2026 | 0.18% | 0.94% |
| 2025 | 0.47% | 2.35% |
| 2024 | 0.48% | 2.32% |
| 2023 | 0.48% | 2.12% |
| 2022 | 0.55% | 2.45% |
| 2021 | 0.50% | 1.70% |
| 2020 | 0.66% | 1.86% |
| 2019 | 0.86% | 2.05% |
| 2018 | 0.73% | 2.21% |
| 2017 | 0.68% | 1.85% |
| 2016 | 1.10% | 2.17% |
| 2015 | 0.92% | 2.81% |
| 2014 | 1.37% | 1.60% |
| 2013 | 1.64% | 1.76% |
| 2012 | 10.23% | 1.98% |
| 2011 | 2.01% | 1.82% |
| 2010 | 10.04% | 1.41% |
| 2009 | 0.00% | 1.69% |
| 2008 | 0.00% | 2.05% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 1.30% |
| 2005 | 0.00% | 1.49% |
| 2004 | 0.00% | 1.78% |
| 2003 | 0.00% | 1.42% |
| 2002 | 0.00% | 1.39% |
| 2001 | 0.00% | 1.40% |
| 2000 | 0.00% | 1.58% |
| 1999 | 0.00% | 0.46% |
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