IBKR vs. FINV

Last updated Jun 13, 2026

IBKR (Interactive Brokers Group, Inc.) and FINV (FinVolution Group) are both stocks. Both are in the Financial Services sector — IBKR in Capital Markets, FINV in Credit Services. Over the past 5 years, IBKR returned 41.64%/yr vs -4.69%/yr for FINV. At a 0.22 correlation, their price movements are largely independent.

Performance

IBKR vs. FINV - Performance Comparison

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

Returns By Period

In the year-to-date period, IBKR achieves a 41.50% return, which is significantly higher than FINV's 2.28% return.

IBKR

• 1D: 2.23%
• 1M: 6.79%
• YTD: 41.50%
• 6M: 41.85%
• 1Y: 78.02%
• 3Y*: 67.33%
• 5Y*: 41.64%
• 10Y*: 26.54%

FINV

• 1D: 1.62%
• 1M: -1.18%
• YTD: 2.28%
• 6M: 1.69%
• 1Y: -39.97%
• 3Y*: 8.84%
• 5Y*: -4.69%
• 10Y*: —

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

IBKR vs. FINV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IBKR Interactive Brokers Group, Inc.	41.50%	46.37%	114.43%	15.14%	-8.35%	31.12%	31.71%	-14.01%	-7.13%	10.47%
FINV FinVolution Group	2.28%	-20.07%	45.47%	4.39%	6.39%	89.23%	8.51%	-22.85%	-49.37%	-46.54%

Correlation

The correlation between IBKR and FINV is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.25
Correlation (All Time) Calculated using the full available price history since Nov 10, 2017	0.22

Fundamentals

Market Cap IBKR : $40.72B FINV : $1.29B
EPS IBKR : $3.76 FINV : CN¥8.34
PE Ratio IBKR : 24.18 FINV : 4.09
PEG Ratio IBKR : 0.83 FINV : 1.43
PS Ratio IBKR : 4.66 FINV : 0.68
PB Ratio IBKR : 1.92 FINV : 0.54
Total Revenue (TTM) IBKR : $8.69B FINV : CN¥13.24B
Gross Profit (TTM) IBKR : $7.75B FINV : CN¥10.21B
EBITDA (TTM) IBKR : $7.07B FINV : CN¥2.61B

Return for Risk

IBKR vs. FINV — Risk / Return Rank

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

IBKR

IBKR Risk / Return Rank: 88
IBKR Sharpe Ratio Rank: 90
IBKR Sortino Ratio Rank: 86
IBKR Omega Ratio Rank: 84
IBKR Calmar Ratio Rank: 90
IBKR Martin Ratio Rank: 89

FINV

FINV Risk / Return Rank: 14
FINV Sharpe Ratio Rank: 9
FINV Sortino Ratio Rank: 11
FINV Omega Ratio Rank: 12
FINV Calmar Ratio Rank: 16
FINV Martin Ratio Rank: 24

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. FINV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and FinVolution Group (FINV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IBKR	FINV	Difference
Sharpe ratio: Return per unit of total volatility	2.08	-0.82	+2.90
Sortino ratio: Return per unit of downside risk	2.67	-1.10	+3.77
Omega ratio: Gain probability vs. loss probability	1.33	0.87	+0.46
Calmar ratio: Return relative to maximum drawdown	4.20	-0.71	+4.91
Martin ratio: Return relative to average drawdown	10.65	-0.96	+11.61

IBKR vs. FINV - Sharpe Ratio Comparison

The current IBKR Sharpe Ratio is 2.08, which is higher than the FINV Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of IBKR and FINV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IBKR vs. FINV - Drawdown Comparison

The maximum IBKR drawdown since its inception was -63.66%, smaller than the maximum FINV drawdown of -89.76%. Use the drawdown chart below to compare losses from any high point for IBKR and FINV.

Drawdown Indicators

	IBKR	FINV	Difference
Max Drawdown Largest peak-to-trough decline	-63.66%	-89.76%	+26.10%
Max Drawdown (1Y) Largest decline over 1 year	-18.70%	-56.42%	+37.72%
Max Drawdown (3Y) Largest decline over 3 years	-38.66%	-56.42%	+17.76%
Max Drawdown (5Y) Largest decline over 5 years	-38.66%	-70.54%	+31.88%
Max Drawdown (10Y) Largest decline over 10 years	-55.09%	—	—
Current Drawdown Current decline from peak	0.00%	-49.54%	+49.54%
Average Drawdown Average peak-to-trough decline	-24.85%	-54.09%	+29.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.35%	41.69%	-34.34%

Volatility

IBKR vs. FINV - Volatility Comparison

The current volatility for Interactive Brokers Group, Inc. (IBKR) is 11.31%, while FinVolution Group (FINV) has a volatility of 19.10%. This indicates that IBKR experiences smaller price fluctuations and is considered to be less risky than FINV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IBKR	FINV	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.31%	19.10%	-7.79%
Volatility (6M) Calculated over the trailing 6-month period	27.82%	33.29%	-5.47%
Volatility (1Y) Calculated over the trailing 1-year period	37.67%	48.91%	-11.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.50%	49.99%	-15.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.37%	71.75%	-38.38%

Dividends

IBKR vs. FINV - Dividend Comparison

IBKR's dividend yield for the trailing twelve months is around 0.36%, less than FINV's 6.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FINV FinVolution Group	6.08%	5.30%	3.49%	4.39%	4.13%	3.45%	4.49%	7.17%	0.00%	0.00%	0.00%	0.00%
IBKR Interactive Brokers Group, Inc.	0.36%	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 IBKR and FINV in my portfolio?

IBKR and FINV have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IBKR or FINV?

FINV has higher volatility (19.10%) compared to IBKR (11.31%). In terms of maximum drawdown, IBKR dropped -63.66% vs FINV's -89.76%.

Which has better risk-adjusted returns?

IBKR currently has the higher Sharpe Ratio (2.08 vs -0.82), 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.