IBKR vs. SMNEY

Last updated Jun 13, 2026

IBKR (Interactive Brokers Group, Inc.) and SMNEY (Siemens Energy AG) are both stocks. IBKR operates in Capital Markets (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.29 correlation, their price movements are largely independent.

Performance

IBKR vs. SMNEY - Performance Comparison

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

Returns By Period

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%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

IBKR vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
IBKR Interactive Brokers Group, Inc.	41.50%	46.37%	114.43%	15.14%	-8.35%	31.12%	10.58%
SMNEY Siemens Energy AG	25.32%	167.97%	298.17%	-29.76%	-27.66%	-31.90%	21.11%

Correlation

The correlation between IBKR and SMNEY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.26
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.29

Fundamentals

Market Cap IBKR : $40.72B SMNEY : $152.45B
EPS IBKR : $3.76 SMNEY : €2.16
PE Ratio IBKR : 24.18 SMNEY : 81.35
PEG Ratio IBKR : 0.83 SMNEY : 0.76
PS Ratio IBKR : 4.66 SMNEY : 3.93
PB Ratio IBKR : 1.92 SMNEY : 13.51
Total Revenue (TTM) IBKR : $8.69B SMNEY : €39.81B
Gross Profit (TTM) IBKR : $7.75B SMNEY : €7.27B
EBITDA (TTM) IBKR : $7.07B SMNEY : €4.73B

Return for Risk

IBKR vs. SMNEY — 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

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Siemens Energy AG (SMNEY). 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	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	2.08	—	—
Sortino ratio: Return per unit of downside risk	2.67	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	4.20	—	—
Martin ratio: Return relative to average drawdown	10.65	—	—

Drawdowns

Drawdown Indicators

	IBKR	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-63.66%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-18.70%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-38.66%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.66%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-55.09%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-24.85%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.35%	—	—

Volatility

Volatility by Period

	IBKR	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.31%	—	—
Volatility (6M) Calculated over the trailing 6-month period	27.82%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	37.67%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.50%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.37%	—	—

Dividends

IBKR vs. SMNEY - Dividend Comparison

IBKR's dividend yield for the trailing twelve months is around 0.36%, while SMNEY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both IBKR and SMNEY in my portfolio?

IBKR and SMNEY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.