Correlation
The correlation between FHI and IBKR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FHI vs. IBKR
Compare and contrast key facts about Federated Hermes, Inc. (FHI) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHI or IBKR.
Performance
FHI vs. IBKR - Performance Comparison
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Key characteristics
FHI:
1.52
IBKR:
1.54
FHI:
2.04
IBKR:
2.04
FHI:
1.27
IBKR:
1.30
FHI:
1.44
IBKR:
1.66
FHI:
5.23
IBKR:
4.91
FHI:
6.23%
IBKR:
13.10%
FHI:
22.20%
IBKR:
43.16%
FHI:
-64.89%
IBKR:
-63.66%
FHI:
-2.63%
IBKR:
-10.73%
Fundamentals
FHI:
$3.36B
IBKR:
$89.09B
FHI:
$3.59
IBKR:
$7.20
FHI:
11.83
IBKR:
29.07
FHI:
0.92
IBKR:
4.36
FHI:
2.02
IBKR:
16.49
FHI:
3.12
IBKR:
5.10
FHI:
$1.66B
IBKR:
$6.39B
FHI:
$1.18B
IBKR:
$6.22B
FHI:
$430.87M
IBKR:
$5.36B
Returns By Period
In the year-to-date period, FHI achieves a 4.30% return, which is significantly lower than IBKR's 19.01% return. Over the past 10 years, FHI has underperformed IBKR with an annualized return of 6.89%, while IBKR has yielded a comparatively higher 19.94% annualized return.
FHI
4.30%
4.76%
0.30%
33.56%
12.21%
19.44%
6.89%
IBKR
19.01%
22.20%
10.03%
65.72%
51.31%
38.51%
19.94%
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Risk-Adjusted Performance
FHI vs. IBKR — Risk-Adjusted Performance Rank
FHI
IBKR
FHI vs. IBKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes, Inc. (FHI) 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.
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Dividends
FHI vs. IBKR - Dividend Comparison
FHI's dividend yield for the trailing twelve months is around 3.01%, more than IBKR's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHI Federated Hermes, Inc. | 3.01% | 5.38% | 3.38% | 2.97% | 2.87% | 7.20% | 3.31% | 3.99% | 2.77% | 7.07% | 3.49% | 3.04% |
IBKR Interactive Brokers Group, Inc. | 0.63% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Drawdowns
FHI vs. IBKR - Drawdown Comparison
The maximum FHI drawdown since its inception was -64.89%, roughly equal to the maximum IBKR drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for FHI and IBKR.
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Volatility
FHI vs. IBKR - Volatility Comparison
The current volatility for Federated Hermes, Inc. (FHI) is 4.51%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 8.86%. This indicates that FHI 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.
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Financials
FHI vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Federated Hermes, 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
FHI vs. IBKR - Profitability Comparison
FHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Federated Hermes, Inc. reported a gross profit of 320.57M and revenue of 423.54M. Therefore, the gross margin over that period was 75.7%.
IBKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a gross profit of 1.43B and revenue of 2.37B. Therefore, the gross margin over that period was 60.3%.
FHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Federated Hermes, Inc. reported an operating income of 131.77M and revenue of 423.54M, resulting in an operating margin of 31.1%.
IBKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported an operating income of 1.06B and revenue of 2.37B, resulting in an operating margin of 44.6%.
FHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Federated Hermes, Inc. reported a net income of 101.13M and revenue of 423.54M, resulting in a net margin of 23.9%.
IBKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a net income of 213.00M and revenue of 2.37B, resulting in a net margin of 9.0%.