IBKR vs. MS
Compare and contrast key facts about Interactive Brokers Group, Inc. (IBKR) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBKR or MS.
Correlation
The correlation between IBKR and MS is 0.51, 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.
Performance
IBKR vs. MS - Performance Comparison
Key characteristics
IBKR:
4.48
MS:
2.37
IBKR:
5.18
MS:
3.22
IBKR:
1.72
MS:
1.46
IBKR:
8.54
MS:
3.77
IBKR:
32.55
MS:
14.98
IBKR:
4.03%
MS:
4.21%
IBKR:
29.28%
MS:
26.65%
IBKR:
-63.66%
MS:
-88.12%
IBKR:
-5.13%
MS:
0.00%
Fundamentals
IBKR:
$86.14B
MS:
$219.60B
IBKR:
$6.92
MS:
$7.95
IBKR:
29.46
MS:
17.19
IBKR:
15.37
MS:
3.69
IBKR:
$4.38B
MS:
$59.38B
IBKR:
$4.75B
MS:
$36.09B
IBKR:
$5.68B
MS:
$20.33B
Returns By Period
In the year-to-date period, IBKR achieves a 17.59% return, which is significantly higher than MS's 10.20% return. Over the past 10 years, IBKR has outperformed MS with an annualized return of 22.09%, while MS has yielded a comparatively lower 18.33% annualized return.
IBKR
17.59%
16.06%
75.21%
131.36%
34.71%
22.09%
MS
10.20%
9.29%
35.79%
63.87%
24.73%
18.33%
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Risk-Adjusted Performance
IBKR vs. MS — Risk-Adjusted Performance Rank
IBKR
MS
IBKR vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Morgan Stanley (MS). 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.
Dividends
IBKR vs. MS - Dividend Comparison
IBKR's dividend yield for the trailing twelve months is around 0.41%, less than MS's 2.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.41% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
MS Morgan Stanley | 1.95% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
Drawdowns
IBKR vs. MS - Drawdown Comparison
The maximum IBKR drawdown since its inception was -63.66%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for IBKR and MS. For additional features, visit the drawdowns tool.
Volatility
IBKR vs. MS - Volatility Comparison
Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 13.92% compared to Morgan Stanley (MS) at 8.24%. This indicates that IBKR's price experiences larger fluctuations and is considered to be riskier than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IBKR vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Interactive Brokers Group, Inc. and Morgan Stanley. 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