ATZ.TO vs. IBKR

Last updated Jun 13, 2026

ATZ.TO (Aritzia Inc.) and IBKR (Interactive Brokers Group, Inc.) are both stocks. ATZ.TO operates in Apparel Retail (Consumer Cyclical), while IBKR operates in Capital Markets (Financial Services). Over the past 5 years, ATZ.TO returned 38.38%/yr vs 45.79%/yr for IBKR. At a 0.22 correlation, their price movements are largely independent.

Performance

ATZ.TO vs. IBKR - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Aritzia Inc. (ATZ.TO) and Interactive Brokers Group, Inc. (IBKR). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

ATZ.TO is traded in CAD, while IBKR is traded in USD. To make them comparable, the IBKR values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with ATZ.TO having a 43.60% return and IBKR slightly higher at 44.37%.

ATZ.TO

• 1D: 1.59%
• 1M: 20.72%
• YTD: 43.60%
• 6M: 48.06%
• 1Y: 158.47%
• 3Y*: 67.44%
• 5Y*: 38.38%
• 10Y*: —

IBKR

• 1D: 2.42%
• 1M: 6.38%
• YTD: 44.37%
• 6M: 43.88%
• 1Y: 85.50%
• 3Y*: 69.83%
• 5Y*: 45.79%
• 10Y*: 27.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ATZ.TO vs. IBKR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ATZ.TO Aritzia Inc.	43.60%	119.59%	94.33%	-41.92%	-9.55%	102.99%	35.38%	16.16%	29.24%	-27.49%
IBKR Interactive Brokers Group, Inc.	44.37%	39.69%	132.59%	12.40%	-2.55%	31.05%	28.59%	-17.56%	0.68%	52.66%

Correlation

The correlation between ATZ.TO and IBKR is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.41
Correlation (3Y) Calculated over the trailing 3-year period	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.25
Correlation (All Time) Calculated using the full available price history since Oct 3, 2016	0.22

The correlation between ATZ.TO and IBKR shifts across timeframes, from 0.20 (3 years) to 0.41 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap ATZ.TO : CA$20.25B IBKR : $40.72B
EPS ATZ.TO : CA$3.19 IBKR : $3.76
PE Ratio ATZ.TO : 52.81 IBKR : 24.18
PEG Ratio ATZ.TO : 1.05 IBKR : 0.83
PS Ratio ATZ.TO : 5.45 IBKR : 4.66
PB Ratio ATZ.TO : 14.88 IBKR : 1.92
Total Revenue (TTM) ATZ.TO : CA$3.70B IBKR : $8.69B
Gross Profit (TTM) ATZ.TO : CA$1.65B IBKR : $7.75B
EBITDA (TTM) ATZ.TO : CA$736.90M IBKR : $7.07B

Return for Risk

ATZ.TO vs. IBKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ATZ.TO

ATZ.TO Risk / Return Rank: 96
ATZ.TO Sharpe Ratio Rank: 98
ATZ.TO Sortino Ratio Rank: 96
ATZ.TO Omega Ratio Rank: 96
ATZ.TO Calmar Ratio Rank: 95
ATZ.TO Martin Ratio Rank: 95

IBKR

IBKR Risk / Return Rank: 88
IBKR Sharpe Ratio Rank: 90
IBKR Sortino Ratio Rank: 86
IBKR Omega Ratio Rank: 84
IBKR Calmar Ratio Rank: 90
IBKR Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ATZ.TO vs. IBKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aritzia Inc. (ATZ.TO) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ATZ.TO	IBKR	Difference
Sharpe ratio: Return per unit of total volatility	4.05	2.19	+1.86
Sortino ratio: Return per unit of downside risk	4.28	2.79	+1.49
Omega ratio: Gain probability vs. loss probability	1.57	1.34	+0.23
Calmar ratio: Return relative to maximum drawdown	6.47	4.78	+1.69
Martin ratio: Return relative to average drawdown	18.39	11.14	+7.25

ATZ.TO vs. IBKR - Sharpe Ratio Comparison

The current ATZ.TO Sharpe Ratio is 4.05, which is higher than the IBKR Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of ATZ.TO and IBKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ATZ.TO vs. IBKR - Drawdown Comparison

The maximum ATZ.TO drawdown since its inception was -64.82%, which is greater than IBKR's maximum drawdown of -60.80%. Use the drawdown chart below to compare losses from any high point for ATZ.TO and IBKR.

Drawdown Indicators

	ATZ.TO	IBKR	Difference
Max Drawdown Largest peak-to-trough decline	-64.82%	-60.80%	-4.02%
Max Drawdown (1Y) Largest decline over 1 year	-23.22%	-17.26%	-5.96%
Max Drawdown (3Y) Largest decline over 3 years	-46.84%	-38.74%	-8.10%
Max Drawdown (5Y) Largest decline over 5 years	-64.82%	-38.74%	-26.08%
Max Drawdown (10Y) Largest decline over 10 years	—	-49.54%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-20.12%	-24.70%	+4.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.15%	7.39%	+0.76%

Volatility

ATZ.TO vs. IBKR - Volatility Comparison

The current volatility for Aritzia Inc. (ATZ.TO) is 10.40%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 11.24%. This indicates that ATZ.TO 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.

Volatility by Period

	ATZ.TO	IBKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.40%	11.24%	-0.84%
Volatility (6M) Calculated over the trailing 6-month period	30.77%	27.89%	+2.88%
Volatility (1Y) Calculated over the trailing 1-year period	37.12%	37.68%	-0.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	46.69%	35.00%	+11.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.07%	33.89%	+9.18%

Dividends

ATZ.TO vs. IBKR - Dividend Comparison

ATZ.TO has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ATZ.TO Aritzia Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IBKR Interactive Brokers Group, Inc.	0.36%	0.47%	0.48%	0.48%	0.55%	0.50%	0.66%	0.86%	0.73%	0.68%	1.10%	0.92%

Financials

Frequently Asked Questions

Can I hold both ATZ.TO and IBKR in my portfolio?

ATZ.TO and IBKR have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.