RELY vs. IBKR

Last updated Aug 1, 2026

RELY (Remitly Global, Inc.) and IBKR (Interactive Brokers Group, Inc.) are both stocks. RELY operates in Software - Infrastructure (Technology), while IBKR operates in Capital Markets (Financial Services). Over the past 3 years, RELY returned 5.00%/yr vs 59.10%/yr for IBKR. Their 0.29 correlation means their historical movements had little consistent relationship.

Performance

RELY vs. IBKR - Performance Comparison

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

Returns By Period

In the year-to-date period, RELY achieves a 65.00% return, which is significantly higher than IBKR's 37.11% return.

RELY

• 1D: -2.90%
• 1M: -4.13%
• 6M: 72.24%
• YTD: 65.00%
• 1Y: 44.21%
• 3Y*: 5.00%
• 5Y*: —
• 10Y*: —
• ALL TIME*: -15.95%

IBKR

• 1D: -2.75%
• 1M: -3.66%
• 6M: 17.75%
• YTD: 37.11%
• 1Y: 38.96%
• 3Y*: 59.10%
• 5Y*: 42.36%
• 10Y*: 27.09%
• ALL TIME*: 15.09%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IBKR Interactive Brokers Group, Inc.	$447.49M	$404.33M	$434.13M
RELY Remitly Global, Inc.	$53.79M	$61.54M	$101.04M

RELY vs. IBKR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
RELY Remitly Global, Inc.	65.00%	-38.86%	16.22%	69.61%	-44.47%	-61.02%
IBKR Interactive Brokers Group, Inc.	37.11%	46.37%	114.43%	15.14%	-8.35%	31.99%

Correlation

The correlation between RELY and IBKR is 0.32, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.32
Correlation (3Y) Balances recent behavior with more history.	0.27
Correlation (All Time) Calculated using the full available price history since Sep 23, 2021	0.29

Fundamentals

Market Cap RELY : $4.79B IBKR : $152.05B
EPS RELY : $0.49 IBKR : $4.11
PE Ratio RELY : 46.69 IBKR : 21.43
PEG Ratio RELY : 0.25 IBKR : 0.73
PS Ratio RELY : 2.86 IBKR : 4.39
PB Ratio RELY : 5.45 IBKR : 1.78
Total Revenue (TTM) RELY : $1.73B IBKR : $8.99B
Gross Profit (TTM) RELY : $753.03M IBKR : $8.21B
EBITDA (TTM) RELY : $142.85M IBKR : $7.25B

Return for Risk

RELY vs. IBKR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RELY

RELY Risk / Return Rank: 66
RELY Sharpe Ratio Rank: 68
RELY Sortino Ratio Rank: 65
RELY Omega Ratio Rank: 69
RELY Calmar Ratio Rank: 65
RELY Martin Ratio Rank: 63

IBKR

IBKR Risk / Return Rank: 73
IBKR Sharpe Ratio Rank: 73
IBKR Sortino Ratio Rank: 69
IBKR Omega Ratio Rank: 66
IBKR Calmar Ratio Rank: 78
IBKR Martin Ratio Rank: 78

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RELY vs. IBKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Remitly Global, Inc. (RELY) 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.

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.

	RELY	IBKR	Difference
Sharpe ratio: Return per unit of total volatility	0.68	0.90	-0.22
Sortino ratio: Return per unit of downside risk	1.27	1.45	-0.18
Omega ratio: Gain probability vs. loss probability	1.19	1.17	+0.02
Calmar ratio: Return relative to maximum drawdown	0.96	1.87	-0.91
Martin ratio: Return relative to average drawdown	1.76	4.62	-2.86

RELY vs. IBKR - Sharpe Ratio Comparison

The current RELY Sharpe Ratio is 0.68, which is comparable to the IBKR Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of RELY and IBKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RELY vs. IBKR - Drawdown Comparison

The maximum RELY drawdown since its inception was -86.99%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for RELY and IBKR.

Drawdown Indicators

	RELY	IBKR	Difference
Max Drawdown Largest peak-to-trough decline	-86.99%	-63.66%	-23.33%
Max Drawdown (1Y) Largest decline over 1 year	-39.75%	-18.70%	-21.05%
Max Drawdown (3Y) Largest decline over 3 years	-57.92%	-38.66%	-19.26%
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	-56.96%	-9.67%	-47.29%
Average Drawdown Average peak-to-trough decline	-67.14%	-24.71%	-42.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.71%	7.57%	+14.14%

Volatility

RELY vs. IBKR - Volatility Comparison

The current volatility for Remitly Global, Inc. (RELY) is 11.62%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 12.73%. This indicates that RELY 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.

Volatility by Period

	RELY	IBKR	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.62%	12.73%	-1.11%
Volatility (6M) Calculated over the trailing 6-month period	38.88%	29.21%	+9.67%
Volatility (1Y) Calculated over the trailing 1-year period	56.25%	38.87%	+17.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	58.70%	35.01%	+23.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	58.70%	33.49%	+25.21%

Dividends

RELY vs. IBKR - Dividend Comparison

RELY has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.37%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IBKR Interactive Brokers Group, Inc.	0.37%	0.47%	0.48%	0.48%	0.55%	0.50%	0.66%	0.86%	0.73%	0.68%	1.10%	0.92%
RELY Remitly Global, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both RELY and IBKR in my portfolio?

RELY and IBKR have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RELY or IBKR?

IBKR has higher volatility (12.73%) compared to RELY (11.62%). In terms of maximum drawdown, RELY dropped -86.99% vs IBKR's -63.66%.

Which has better risk-adjusted returns?

IBKR currently has the higher Sharpe Ratio (0.90 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.