0005.HK vs. IBKR
Compare and contrast key facts about HSBC Holdings PLC (0005.HK) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0005.HK or IBKR.
Correlation
The correlation between 0005.HK and IBKR is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0005.HK vs. IBKR - Performance Comparison
Key characteristics
0005.HK:
1.35
IBKR:
1.30
0005.HK:
2.07
IBKR:
1.77
0005.HK:
1.40
IBKR:
1.26
0005.HK:
2.14
IBKR:
1.35
0005.HK:
10.38
IBKR:
4.09
0005.HK:
4.20%
IBKR:
12.77%
0005.HK:
24.64%
IBKR:
42.61%
0005.HK:
-76.72%
IBKR:
-63.66%
0005.HK:
-3.20%
IBKR:
-21.57%
Fundamentals
0005.HK:
HK$1.56T
IBKR:
$75.88B
0005.HK:
HK$5.99
IBKR:
$7.26
0005.HK:
10.31
IBKR:
24.73
0005.HK:
2.12
IBKR:
3.75
0005.HK:
26.86
IBKR:
14.05
0005.HK:
1.03
IBKR:
4.39
0005.HK:
HK$71.69B
IBKR:
$6.39B
0005.HK:
HK$16.19B
IBKR:
$6.22B
0005.HK:
-HK$683.00M
IBKR:
$5.36B
Returns By Period
In the year-to-date period, 0005.HK achieves a 18.46% return, which is significantly higher than IBKR's 4.55% return. Over the past 10 years, 0005.HK has underperformed IBKR with an annualized return of 7.27%, while IBKR has yielded a comparatively higher 19.12% annualized return.
0005.HK
18.46%
19.83%
24.11%
32.05%
23.95%
7.27%
IBKR
4.55%
25.49%
10.97%
55.10%
35.95%
19.12%
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Risk-Adjusted Performance
0005.HK vs. IBKR — Risk-Adjusted Performance Rank
0005.HK
IBKR
0005.HK vs. IBKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings PLC (0005.HK) and Interactive Brokers Group, Inc. (IBKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
0005.HK vs. IBKR - Dividend Comparison
0005.HK's dividend yield for the trailing twelve months is around 6.77%, more than IBKR's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0005.HK HSBC Holdings PLC | 6.77% | 6.35% | 6.59% | 4.35% | 3.64% | 0.52% | 6.57% | 6.17% | 4.97% | 6.35% | 6.26% | 5.14% |
IBKR Interactive Brokers Group, Inc. | 0.54% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Drawdowns
0005.HK vs. IBKR - Drawdown Comparison
The maximum 0005.HK drawdown since its inception was -76.72%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for 0005.HK and IBKR. For additional features, visit the drawdowns tool.
Volatility
0005.HK vs. IBKR - Volatility Comparison
The current volatility for HSBC Holdings PLC (0005.HK) is 8.59%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 20.46%. This indicates that 0005.HK experiences smaller price fluctuations and is considered to be less risky than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0005.HK vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between HSBC Holdings PLC and Interactive Brokers Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities