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IBKR vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

IBKR vs. BRK-B

Last updated Apr 3, 2026

Compare and contrast key facts about Interactive Brokers Group, Inc. (IBKR) and Berkshire Hathaway Inc. (BRK-B).

Performance

IBKR vs. BRK-B - Performance Comparison

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

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IBKR vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IBKR
Interactive Brokers Group, Inc.		5.45%46.37%114.43%15.14%-8.35%31.12%31.71%-14.01%-7.13%63.75%
BRK-B
Berkshire Hathaway Inc.		-5.03%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Fundamentals

Market Cap

IBKR:

$30.34B

BRK-B:

$1.03T

EPS

IBKR:

$3.63

BRK-B:

$31.03

PE Ratio

IBKR:

18.65

BRK-B:

15.38

PEG Ratio

IBKR:

0.64

BRK-B:

0.60

PS Ratio

IBKR:

3.66

BRK-B:

2.77

PB Ratio

IBKR:

1.48

BRK-B:

1.44

Total Revenue (TTM)

IBKR:

$8.25B

BRK-B:

$371.37B

Gross Profit (TTM)

IBKR:

$7.25B

BRK-B:

$116.89B

EBITDA (TTM)

IBKR:

$6.30B

BRK-B:

$87.30B

Returns By Period

In the year-to-date period, IBKR achieves a 5.45% return, which is significantly higher than BRK-B's -5.03% return. Over the past 10 years, IBKR has outperformed BRK-B with an annualized return of 22.15%, while BRK-B has yielded a comparatively lower 12.79% annualized return.

IBKR

1D
-0.25%
1M
-2.39%
YTD
5.45%
6M
-4.30%
1Y
56.24%
3Y*
49.49%
5Y*
30.48%
10Y*
22.15%

BRK-B

1D
-0.24%
1M
-0.83%
YTD
-5.03%
6M
-3.74%
1Y
-11.23%
3Y*
15.44%
5Y*
13.08%
10Y*
12.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Interactive Brokers Group, Inc.

Berkshire Hathaway Inc.

Often compared with IBKR:
IBKR vs. VOOIBKR vs. SCHWIBKR vs. SPYIBKR vs. QQQIBKR vs. SCHDIBKR vs. QQQMIBKR vs. MS
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

IBKR vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBKR
IBKR Risk / Return Rank: 7979
Overall Rank
IBKR Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IBKR Sortino Ratio Rank: 7575
Sortino Ratio Rank
IBKR Omega Ratio Rank: 7474
Omega Ratio Rank
IBKR Calmar Ratio Rank: 8484
Calmar Ratio Rank
IBKR Martin Ratio Rank: 8383
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1515
Overall Rank
BRK-B Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1515
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1414
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1515
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1717
Martin Ratio Rank
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.

IBKR vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Berkshire Hathaway Inc. (BRK-B). 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.

IBKRBRK-BDifference

Sharpe ratio

Return per unit of total volatility

1.32

-0.62

+1.94

Sortino ratio

Return per unit of downside risk

1.91

-0.73

+2.64

Omega ratio

Gain probability vs. loss probability

1.25

0.90

+0.35

Calmar ratio

Return relative to maximum drawdown

3.07

-0.70

+3.77

Martin ratio

Return relative to average drawdown

7.70

-1.19

+8.89

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IBKR vs. BRK-B - Sharpe Ratio Comparison

The current IBKR Sharpe Ratio is 1.32, which is higher than the BRK-B Sharpe Ratio of -0.62. The chart below compares the historical Sharpe Ratios of IBKR and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IBKRBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

-0.62

+1.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.76

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.66

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.48

-0.08

Correlation

The correlation between IBKR and BRK-B is 0.42, 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.

Dividends

IBKR vs. BRK-B - Dividend Comparison

IBKR's dividend yield for the trailing twelve months is around 0.47%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
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%
BRK-B
Berkshire Hathaway 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%

Drawdowns

IBKR vs. BRK-B - Drawdown Comparison

The maximum IBKR drawdown since its inception was -63.66%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IBKR and BRK-B.

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Drawdown Indicators

IBKRBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-63.66%

-53.86%

-9.80%

Max Drawdown (1Y)

Largest decline over 1 year

-18.70%

-14.95%

-3.75%

Max Drawdown (5Y)

Largest decline over 5 years

-38.66%

-26.58%

-12.08%

Max Drawdown (10Y)

Largest decline over 10 years

-55.09%

-29.57%

-25.52%

Current Drawdown

Current decline from peak

-13.53%

-11.57%

-1.96%

Average Drawdown

Average peak-to-trough decline

-24.92%

-11.07%

-13.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.45%

8.75%

-1.30%

Volatility

IBKR vs. BRK-B - Volatility Comparison

Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 11.41% compared to Berkshire Hathaway Inc. (BRK-B) at 4.12%. This indicates that IBKR's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IBKRBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.41%

4.12%

+7.29%

Volatility (6M)

Calculated over the trailing 6-month period

28.24%

11.11%

+17.13%

Volatility (1Y)

Calculated over the trailing 1-year period

42.72%

18.30%

+24.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.05%

17.20%

+16.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.18%

19.44%

+13.74%

Financials

IBKR vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Interactive Brokers Group, Inc. and Berkshire Hathaway 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0020.00B40.00B60.00B80.00B100.00B120.00B140.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
677.00M
94.23B
(IBKR) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items