BULL vs. IBKR

Last updated Jun 4, 2026

BULL (Webull Corp) and IBKR (Interactive Brokers Group, Inc.) are both stocks. BULL operates in Software - Application (Technology), while IBKR operates in Capital Markets (Financial Services). Over the past year, BULL returned -46.12% vs 68.44% for IBKR. A 0.50 correlation means they provide meaningful diversification when combined.

Performance

BULL vs. IBKR - Performance Comparison

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

Returns By Period

In the year-to-date period, BULL achieves a -24.07% return, which is significantly lower than IBKR's 35.80% return.

BULL

• 1D: -4.99%
• 1M: -17.71%
• YTD: -24.07%
• 6M: -36.29%
• 1Y: -46.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBKR

• 1D: -1.77%
• 1M: 6.75%
• YTD: 35.80%
• 6M: 34.44%
• 1Y: 68.44%
• 3Y*: 63.87%
• 5Y*: 39.33%
• 10Y*: 25.27%

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

BULL vs. IBKR - Yearly Performance Comparison

	2026 (YTD)	2025
BULL Webull Corp	-24.07%	-35.36%
IBKR Interactive Brokers Group, Inc.	35.80%	57.19%

Correlation

The correlation between BULL and IBKR is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.59
Correlation (All Time) Calculated using the full available price history since Apr 11, 2025	0.50

The correlation between BULL and IBKR has been stable across timeframes, ranging from 0.50 to 0.59 - a consistent structural relationship.

Fundamentals

Market Cap BULL : $3.10B IBKR : $39.08B
EPS BULL : -$0.02 IBKR : $3.76
PS Ratio BULL : 4.78 IBKR : 4.47
PB Ratio BULL : 3.05 IBKR : 1.84
Total Revenue (TTM) BULL : $613.56M IBKR : $8.69B
Gross Profit (TTM) BULL : $469.66M IBKR : $7.75B
EBITDA (TTM) BULL : $16.01M IBKR : $7.07B

Return for Risk

BULL vs. IBKR — Risk / Return Rank

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

BULL

BULL Risk / Return Rank: 16
BULL Sharpe Ratio Rank: 12
BULL Sortino Ratio Rank: 14
BULL Omega Ratio Rank: 15
BULL Calmar Ratio Rank: 18
BULL Martin Ratio Rank: 21

IBKR

IBKR Risk / Return Rank: 83
IBKR Sharpe Ratio Rank: 86
IBKR Sortino Ratio Rank: 81
IBKR Omega Ratio Rank: 79
IBKR Calmar Ratio Rank: 86
IBKR Martin Ratio Rank: 85

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.

BULL vs. IBKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Webull Corp (BULL) 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.

	BULL	IBKR	Difference
Sharpe ratio Return per unit of total volatility	-0.67	1.84	-2.52
Sortino ratio Return per unit of downside risk	-0.81	2.44	-3.25
Omega ratio Gain probability vs. loss probability	0.91	1.30	-0.39
Calmar ratio Return relative to maximum drawdown	-0.63	3.68	-4.31
Martin ratio Return relative to average drawdown	-0.97	9.33	-10.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BULL vs. IBKR - Sharpe Ratio Comparison

The current BULL Sharpe Ratio is -0.67, which is lower than the IBKR Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of BULL 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.

Sharpe Ratios by Period

	BULL	IBKR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.67	1.84	-2.52
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.15	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.13	0.44	-0.57

Drawdowns

BULL vs. IBKR - Drawdown Comparison

The maximum BULL drawdown since its inception was -92.64%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for BULL and IBKR.

Drawdown Indicators

	BULL	IBKR	Difference
Max Drawdown Largest peak-to-trough decline	-92.64%	-63.66%	-28.98%
Max Drawdown (1Y) Largest decline over 1 year	-73.90%	-18.70%	-55.20%
Max Drawdown (3Y) Largest decline over 3 years	—	-38.66%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.66%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-55.09%	—
Current Drawdown Current decline from peak	-90.62%	-1.77%	-88.85%
Average Drawdown Average peak-to-trough decline	-82.71%	-24.74%	-57.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	47.70%	7.36%	+40.34%

Volatility

BULL vs. IBKR - Volatility Comparison

Webull Corp (BULL) has a higher volatility of 13.51% compared to Interactive Brokers Group, Inc. (IBKR) at 10.98%. This indicates that BULL's price experiences larger fluctuations and is considered to be riskier than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BULL	IBKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.51%	10.98%	+2.53%
Volatility (6M) Calculated over the trailing 6-month period	40.73%	27.35%	+13.38%
Volatility (1Y) Calculated over the trailing 1-year period	68.75%	37.35%	+31.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	362.35%	34.42%	+327.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	362.35%	33.34%	+329.01%

Dividends

BULL vs. IBKR - Dividend Comparison

BULL has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.38%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BULL Webull Corp	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.	0.38%	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 BULL and IBKR in my portfolio?

BULL and IBKR have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BULL or IBKR?

BULL has higher volatility (13.51%) compared to IBKR (10.98%). In terms of maximum drawdown, BULL dropped -92.64% vs IBKR's -63.66%.

Which has better risk-adjusted returns?

IBKR currently has the higher Sharpe Ratio (1.84 vs -0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.