MS vs. IBKR
Compare and contrast key facts about Morgan Stanley (MS) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or IBKR.
Correlation
The correlation between MS and IBKR is 0.54, 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
MS vs. IBKR - Performance Comparison
Key characteristics
MS:
0.88
IBKR:
1.15
MS:
1.37
IBKR:
1.69
MS:
1.20
IBKR:
1.25
MS:
1.01
IBKR:
1.27
MS:
3.31
IBKR:
4.00
MS:
8.92%
IBKR:
12.24%
MS:
33.73%
IBKR:
42.46%
MS:
-88.12%
IBKR:
-63.66%
MS:
-17.53%
IBKR:
-26.95%
Fundamentals
MS:
$186.14B
IBKR:
$71.47B
MS:
$8.53
IBKR:
$7.26
MS:
13.58
IBKR:
23.33
MS:
136.48
IBKR:
10.92
MS:
2.91
IBKR:
13.23
MS:
1.97
IBKR:
4.10
MS:
$44.24B
IBKR:
$4.02B
MS:
$28.72B
IBKR:
$4.79B
MS:
$4.92B
IBKR:
$4.28B
Returns By Period
In the year-to-date period, MS achieves a -6.84% return, which is significantly lower than IBKR's -2.61% return. Over the past 10 years, MS has underperformed IBKR with an annualized return of 15.10%, while IBKR has yielded a comparatively higher 18.38% annualized return.
MS
-6.84%
-0.28%
0.11%
31.12%
28.83%
15.10%
IBKR
-2.61%
3.78%
11.70%
50.25%
34.13%
18.38%
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Risk-Adjusted Performance
MS vs. IBKR — Risk-Adjusted Performance Rank
MS
IBKR
MS vs. IBKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and Interactive Brokers Group, Inc. (IBKR). 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
MS vs. IBKR - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 3.21%, more than IBKR's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 3.21% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% |
IBKR Interactive Brokers Group, Inc. | 0.58% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Drawdowns
MS vs. IBKR - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for MS and IBKR. For additional features, visit the drawdowns tool.
Volatility
MS vs. IBKR - Volatility Comparison
The current volatility for Morgan Stanley (MS) is 19.28%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 24.60%. This indicates that MS experiences smaller price fluctuations and is considered to be less risky than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MS vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and Interactive Brokers Group, 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