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

IBKR vs. BRK-B

Last updated Apr 30, 2025

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

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBKR or BRK-B.

Correlation

The correlation between IBKR and BRK-B 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.

-0.50.00.51.0
Correlation: 0.5

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.
500.00%600.00%700.00%800.00%900.00%NovemberDecember2025FebruaryMarchApril
664.55%
636.12%
IBKR
BRK-B

Key characteristics

Sharpe Ratio

IBKR:

1.12

BRK-B:

1.70

Sortino Ratio

IBKR:

1.65

BRK-B:

2.35

Omega Ratio

IBKR:

1.24

BRK-B:

1.34

Calmar Ratio

IBKR:

1.22

BRK-B:

3.64

Martin Ratio

IBKR:

3.91

BRK-B:

9.36

Ulcer Index

IBKR:

12.12%

BRK-B:

3.42%

Daily Std Dev

IBKR:

42.46%

BRK-B:

18.91%

Max Drawdown

IBKR:

-63.66%

BRK-B:

-53.86%

Current Drawdown

IBKR:

-26.98%

BRK-B:

-0.59%

Fundamentals

Market Cap

IBKR:

$71.47B

BRK-B:

$1.15T

EPS

IBKR:

$7.26

BRK-B:

$41.26

PE Ratio

IBKR:

23.33

BRK-B:

12.87

PEG Ratio

IBKR:

10.92

BRK-B:

10.06

PS Ratio

IBKR:

13.23

BRK-B:

3.09

PB Ratio

IBKR:

4.10

BRK-B:

1.76

Total Revenue (TTM)

IBKR:

$4.02B

BRK-B:

$311.97B

Gross Profit (TTM)

IBKR:

$4.79B

BRK-B:

$227.52B

EBITDA (TTM)

IBKR:

$4.28B

BRK-B:

$105.57B

Returns By Period

In the year-to-date period, IBKR achieves a -2.65% return, which is significantly lower than BRK-B's 17.93% return. Over the past 10 years, IBKR has outperformed BRK-B with an annualized return of 18.38%, while BRK-B has yielded a comparatively lower 14.11% annualized return.

IBKR

YTD

-2.65%

1M

4.29%

6M

12.68%

1Y

48.12%

5Y*

34.14%

10Y*

18.38%

BRK-B

YTD

17.93%

1M

1.57%

6M

17.59%

1Y

33.32%

5Y*

23.43%

10Y*

14.11%

*Annualized

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Risk-Adjusted Performance

IBKR vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBKR
The Risk-Adjusted Performance Rank of IBKR is 8484
Overall Rank
The Sharpe Ratio Rank of IBKR is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of IBKR is 8080
Sortino Ratio Rank
The Omega Ratio Rank of IBKR is 8383
Omega Ratio Rank
The Calmar Ratio Rank of IBKR is 8787
Calmar Ratio Rank
The Martin Ratio Rank of IBKR is 8383
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9393
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 9090
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBKR vs. BRK-B - Risk-Adjusted Performance 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.

The chart of Sharpe ratio for IBKR, currently valued at 1.12, compared to the broader market-2.00-1.000.001.002.003.00
IBKR: 1.12
BRK-B: 1.70
The chart of Sortino ratio for IBKR, currently valued at 1.65, compared to the broader market-6.00-4.00-2.000.002.004.00
IBKR: 1.65
BRK-B: 2.35
The chart of Omega ratio for IBKR, currently valued at 1.24, compared to the broader market0.501.001.502.00
IBKR: 1.24
BRK-B: 1.34
The chart of Calmar ratio for IBKR, currently valued at 1.22, compared to the broader market0.001.002.003.004.005.00
IBKR: 1.22
BRK-B: 3.64
The chart of Martin ratio for IBKR, currently valued at 3.91, compared to the broader market-5.000.005.0010.0015.0020.00
IBKR: 3.91
BRK-B: 9.36

The current IBKR Sharpe Ratio is 1.12, which is lower than the BRK-B Sharpe Ratio of 1.70. 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.

Rolling 12-month Sharpe Ratio1.002.003.004.005.006.00NovemberDecember2025FebruaryMarchApril
1.12
1.70
IBKR
BRK-B

Dividends

IBKR vs. BRK-B - Dividend Comparison

IBKR's dividend yield for the trailing twelve months is around 0.58%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
IBKR
Interactive Brokers Group, Inc.		0.58%0.48%0.48%0.55%0.50%0.66%0.86%0.73%0.68%1.10%0.92%1.37%
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. For additional features, visit the drawdowns tool.

-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.98%
-0.59%
IBKR
BRK-B

Volatility

IBKR vs. BRK-B - Volatility Comparison

Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 24.60% compared to Berkshire Hathaway Inc. (BRK-B) at 10.89%. 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.

5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
24.60%
10.89%
IBKR
BRK-B

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

0.0050.00B100.00B150.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
1.41B
101.47B
(IBKR) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items

IBKR vs. BRK-B - Profitability Comparison

The chart below illustrates the profitability comparison between Interactive Brokers Group, Inc. and Berkshire Hathaway Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
100.0%
100.0%
(IBKR) Gross Margin
(BRK-B) Gross Margin
IBKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, Interactive Brokers Group, Inc. reported a gross profit of 1.41B and revenue of 1.41B. Therefore, the gross margin over that period was 100.0%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2025, Berkshire Hathaway Inc. reported a gross profit of 101.47B and revenue of 101.47B. Therefore, the gross margin over that period was 100.0%.
IBKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, Interactive Brokers Group, Inc. reported an operating income of 1.18B and revenue of 1.41B, resulting in an operating margin of 84.2%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2025, Berkshire Hathaway Inc. reported an operating income of 24.03B and revenue of 101.47B, resulting in an operating margin of 23.7%.
IBKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, Interactive Brokers Group, Inc. reported a net income of 217.00M and revenue of 1.41B, resulting in a net margin of 15.4%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2025, Berkshire Hathaway Inc. reported a net income of 19.69B and revenue of 101.47B, resulting in a net margin of 19.4%.