DFIN vs. IBKR
Compare and contrast key facts about Donnelley Financial Solutions, Inc. (DFIN) and Interactive Brokers Group, Inc. (IBKR).
Performance
DFIN vs. IBKR - Performance Comparison
Loading graphics...
DFIN vs. IBKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFIN Donnelley Financial Solutions, Inc. | -1.35% | -25.57% | 0.58% | 61.37% | -18.01% | 177.78% | 62.08% | -25.37% | -28.01% | -15.19% |
IBKR Interactive Brokers Group, Inc. | 5.71% | 46.37% | 114.43% | 15.14% | -8.35% | 31.12% | 31.71% | -14.01% | -7.13% | 63.75% |
Fundamentals
DFIN:
$1.24B
IBKR:
$30.41B
DFIN:
$1.16
IBKR:
$3.63
DFIN:
39.66
IBKR:
18.70
DFIN:
1.68
IBKR:
3.67
DFIN:
3.28
IBKR:
1.49
DFIN:
$767.00M
IBKR:
$8.25B
DFIN:
$427.30M
IBKR:
$7.25B
DFIN:
$215.50M
IBKR:
$6.30B
Returns By Period
In the year-to-date period, DFIN achieves a -1.35% return, which is significantly lower than IBKR's 5.71% return.
DFIN
- 1D
- -2.29%
- 1M
- -9.33%
- YTD
- -1.35%
- 6M
- -11.32%
- 1Y
- 4.80%
- 3Y*
- 4.07%
- 5Y*
- 9.67%
- 10Y*
- —
IBKR
- 1D
- 1.25%
- 1M
- -5.25%
- YTD
- 5.71%
- 6M
- -1.04%
- 1Y
- 57.75%
- 3Y*
- 49.54%
- 5Y*
- 30.54%
- 10Y*
- 21.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DFIN vs. IBKR — Risk / Return Rank
DFIN
IBKR
DFIN vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Donnelley Financial Solutions, Inc. (DFIN) 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.
| DFIN | IBKR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 1.36 | -1.26 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.95 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.26 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 3.47 | -3.34 |
Martin ratioReturn relative to average drawdown | 0.27 | 8.77 | -8.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DFIN | IBKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 1.36 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.90 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.40 | -0.24 |
Correlation
The correlation between DFIN and IBKR is 0.33, 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.
Dividends
DFIN vs. IBKR - Dividend Comparison
DFIN has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIN Donnelley Financial Solutions, 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. | 0.47% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
Drawdowns
DFIN vs. IBKR - Drawdown Comparison
The maximum DFIN drawdown since its inception was -84.38%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for DFIN and IBKR.
Loading graphics...
Drawdown Indicators
| DFIN | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.38% | -63.66% | -20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -41.38% | -18.70% | -22.68% |
Max Drawdown (5Y)Largest decline over 5 years | -50.29% | -38.66% | -11.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.09% | — |
Current DrawdownCurrent decline from peak | -34.11% | -13.31% | -20.80% |
Average DrawdownAverage peak-to-trough decline | -26.47% | -24.93% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.10% | 7.40% | +12.70% |
Volatility
DFIN vs. IBKR - Volatility Comparison
Donnelley Financial Solutions, Inc. (DFIN) has a higher volatility of 12.43% compared to Interactive Brokers Group, Inc. (IBKR) at 11.41%. This indicates that DFIN'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.
Loading graphics...
Volatility by Period
| DFIN | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.43% | 11.41% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 36.05% | 28.24% | +7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.69% | 42.93% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.47% | 34.07% | +8.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.14% | 33.19% | +13.95% |
Financials
DFIN vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Donnelley Financial Solutions, Inc. 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