SCHW vs. IBKR
Compare and contrast key facts about The Charles Schwab Corporation (SCHW) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHW or IBKR.
Correlation
The correlation between SCHW 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
SCHW vs. IBKR - Performance Comparison
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Key characteristics
SCHW:
0.45
IBKR:
1.53
SCHW:
0.82
IBKR:
2.07
SCHW:
1.12
IBKR:
1.31
SCHW:
0.42
IBKR:
1.70
SCHW:
1.24
IBKR:
5.11
SCHW:
11.04%
IBKR:
12.88%
SCHW:
30.56%
IBKR:
43.11%
SCHW:
-86.79%
IBKR:
-63.66%
SCHW:
-6.14%
IBKR:
-16.15%
Fundamentals
SCHW:
$153.39B
IBKR:
$78.43B
SCHW:
$3.30
IBKR:
$7.26
SCHW:
25.60
IBKR:
25.56
SCHW:
1.05
IBKR:
3.72
SCHW:
7.50
IBKR:
14.52
SCHW:
3.89
IBKR:
4.35
SCHW:
$17.57B
IBKR:
$6.39B
SCHW:
$15.63B
IBKR:
$6.22B
SCHW:
$8.07B
IBKR:
$5.36B
Returns By Period
In the year-to-date period, SCHW achieves a 16.10% return, which is significantly higher than IBKR's 11.78% return. Over the past 10 years, SCHW has underperformed IBKR with an annualized return of 12.01%, while IBKR has yielded a comparatively higher 19.85% annualized return.
SCHW
16.10%
11.28%
10.38%
13.74%
22.62%
12.01%
IBKR
11.78%
15.11%
10.17%
65.28%
40.69%
19.85%
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Risk-Adjusted Performance
SCHW vs. IBKR — Risk-Adjusted Performance Rank
SCHW
IBKR
SCHW vs. IBKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) 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.
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Dividends
SCHW vs. IBKR - Dividend Comparison
SCHW's dividend yield for the trailing twelve months is around 1.22%, more than IBKR's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW The Charles Schwab Corporation | 1.22% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
IBKR Interactive Brokers Group, Inc. | 0.51% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Drawdowns
SCHW vs. IBKR - Drawdown Comparison
The maximum SCHW drawdown since its inception was -86.79%, which is greater than IBKR's maximum drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for SCHW and IBKR. For additional features, visit the drawdowns tool.
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Volatility
SCHW vs. IBKR - Volatility Comparison
The current volatility for The Charles Schwab Corporation (SCHW) is 6.04%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 14.73%. This indicates that SCHW 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.
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Financials
SCHW vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between The Charles Schwab Corporation 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
SCHW vs. IBKR - Profitability Comparison
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 765.00M and revenue of 2.71B. Therefore, the gross margin over that period was 28.3%.
IBKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a gross profit of 1.43B and revenue of 2.37B. Therefore, the gross margin over that period was 60.3%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of -765.00M and revenue of 2.71B, resulting in an operating margin of -28.3%.
IBKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported an operating income of 1.06B and revenue of 2.37B, resulting in an operating margin of 44.6%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 2.71B, resulting in a net margin of 70.6%.
IBKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a net income of 213.00M and revenue of 2.37B, resulting in a net margin of 9.0%.