IBKR vs. VOO

In the year-to-date period, IBKR achieves a -17.21% return, which is significantly lower than VOO's -13.30% return. Over the past 10 years, IBKR has outperformed VOO with an annualized return of 16.71%, while VOO has yielded a comparatively lower 11.27% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Interactive Brokers Group, Inc. (IBKR) and Vanguard S&P 500 ETF (VOO). 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 current IBKR Sharpe Ratio is 0.75, which is higher than the VOO Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of IBKR and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IBKR's dividend yield for the trailing twelve months is around 0.68%, less than VOO's 1.50% yield.

The maximum IBKR drawdown since its inception was -63.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBKR and VOO. For additional features, visit the drawdowns tool.

Interactive Brokers Group, Inc. (IBKR) has a higher volatility of 22.11% compared to Vanguard S&P 500 ETF (VOO) at 9.12%. This indicates that IBKR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.