LPLA vs. CBOE
Compare and contrast key facts about LPL Financial Holdings Inc. (LPLA) and Cboe Global Markets, Inc. (CBOE).
Performance
LPLA vs. CBOE - Performance Comparison
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LPLA vs. CBOE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | -15.69% | 9.76% | 44.12% | 5.88% | 35.69% | 54.63% | 14.58% | 52.95% | 8.53% | 66.03% |
CBOE Cboe Global Markets, Inc. | 12.26% | 29.96% | 10.74% | 44.37% | -2.16% | 42.23% | -21.17% | 24.16% | -20.60% | 70.49% |
Fundamentals
LPLA:
$24.19B
CBOE:
$29.51B
LPLA:
$10.85
CBOE:
$10.48
LPLA:
27.71
CBOE:
26.82
LPLA:
1.17
CBOE:
0.50
LPLA:
1.41
CBOE:
6.26
LPLA:
4.53
CBOE:
5.74
LPLA:
$16.99B
CBOE:
$4.71B
LPLA:
$7.34B
CBOE:
$4.48B
LPLA:
$2.10B
CBOE:
$1.71B
Returns By Period
In the year-to-date period, LPLA achieves a -15.69% return, which is significantly lower than CBOE's 12.26% return. Over the past 10 years, LPLA has outperformed CBOE with an annualized return of 29.76%, while CBOE has yielded a comparatively lower 16.99% annualized return.
LPLA
- 1D
- 0.22%
- 1M
- 0.25%
- YTD
- -15.69%
- 6M
- -9.42%
- 1Y
- -7.73%
- 3Y*
- 14.63%
- 5Y*
- 16.53%
- 10Y*
- 29.76%
CBOE
- 1D
- -0.44%
- 1M
- -5.52%
- YTD
- 12.26%
- 6M
- 16.96%
- 1Y
- 26.29%
- 3Y*
- 29.50%
- 5Y*
- 24.44%
- 10Y*
- 16.99%
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Return for Risk
LPLA vs. CBOE — Risk / Return Rank
LPLA
CBOE
LPLA vs. CBOE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LPL Financial Holdings Inc. (LPLA) and Cboe Global Markets, Inc. (CBOE). 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.
| LPLA | CBOE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | 1.17 | -1.37 |
Sortino ratioReturn per unit of downside risk | -0.02 | 1.64 | -1.65 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.20 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 2.68 | -3.04 |
Martin ratioReturn relative to average drawdown | -0.85 | 6.82 | -7.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPLA | CBOE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 1.17 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 1.13 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.69 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between LPLA and CBOE is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LPLA vs. CBOE - Dividend Comparison
LPLA's dividend yield for the trailing twelve months is around 0.40%, less than CBOE's 0.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPLA LPL Financial Holdings Inc. | 0.40% | 0.34% | 0.37% | 0.53% | 0.46% | 0.62% | 0.96% | 1.08% | 1.64% | 1.75% | 2.84% | 2.34% |
CBOE Cboe Global Markets, Inc. | 0.99% | 1.08% | 1.21% | 1.18% | 1.56% | 1.38% | 1.68% | 1.12% | 1.19% | 0.83% | 1.30% | 1.36% |
Drawdowns
LPLA vs. CBOE - Drawdown Comparison
The maximum LPLA drawdown since its inception was -69.32%, which is greater than CBOE's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for LPLA and CBOE.
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Drawdown Indicators
| LPLA | CBOE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.32% | -43.23% | -26.09% |
Max Drawdown (1Y)Largest decline over 1 year | -28.62% | -10.32% | -18.30% |
Max Drawdown (5Y)Largest decline over 5 years | -33.18% | -21.77% | -11.41% |
Max Drawdown (10Y)Largest decline over 10 years | -60.34% | -43.23% | -17.11% |
Current DrawdownCurrent decline from peak | -24.41% | -7.67% | -16.74% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -11.48% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.25% | 4.05% | +8.20% |
Volatility
LPLA vs. CBOE - Volatility Comparison
LPL Financial Holdings Inc. (LPLA) and Cboe Global Markets, Inc. (CBOE) have volatilities of 8.69% and 8.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPLA | CBOE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.69% | 8.34% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 27.00% | 15.45% | +11.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.90% | 22.07% | +16.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.56% | 21.75% | +13.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.27% | 24.63% | +13.64% |
Financials
LPLA vs. CBOE - Financials Comparison
This section allows you to compare key financial metrics between LPL Financial Holdings Inc. and Cboe Global Markets, 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.
Total Revenue: Total amount of money received from sales and other business activities