VIRT vs. IBKR
Compare and contrast key facts about Virtu Financial, Inc. (VIRT) and Interactive Brokers Group, Inc. (IBKR).
Performance
VIRT vs. IBKR - Performance Comparison
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VIRT vs. IBKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIRT Virtu Financial, Inc. | 33.99% | -4.24% | 83.03% | 4.61% | -26.51% | 18.58% | 64.42% | -34.86% | 45.96% | 21.52% |
IBKR Interactive Brokers Group, Inc. | 5.71% | 46.37% | 114.43% | 15.14% | -8.35% | 31.12% | 31.71% | -14.01% | -7.13% | 63.75% |
Fundamentals
VIRT:
$3.77B
IBKR:
$30.41B
VIRT:
$5.49
IBKR:
$3.63
VIRT:
8.08
IBKR:
18.70
VIRT:
0.28
IBKR:
0.64
VIRT:
1.04
IBKR:
3.67
VIRT:
1.91
IBKR:
1.49
VIRT:
$3.63B
IBKR:
$8.25B
VIRT:
$2.14B
IBKR:
$7.25B
VIRT:
$1.80B
IBKR:
$6.30B
Returns By Period
In the year-to-date period, VIRT achieves a 33.99% return, which is significantly higher than IBKR's 5.71% return. Over the past 10 years, VIRT has underperformed IBKR with an annualized return of 11.85%, while IBKR has yielded a comparatively higher 21.95% annualized return.
VIRT
- 1D
- 0.93%
- 1M
- 3.88%
- YTD
- 33.99%
- 6M
- 31.74%
- 1Y
- 17.96%
- 3Y*
- 37.85%
- 5Y*
- 11.15%
- 10Y*
- 11.85%
IBKR
- 1D
- 1.25%
- 1M
- -5.25%
- YTD
- 5.71%
- 6M
- -1.04%
- 1Y
- 57.75%
- 3Y*
- 49.54%
- 5Y*
- 30.54%
- 10Y*
- 21.95%
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Return for Risk
VIRT vs. IBKR — Risk / Return Rank
VIRT
IBKR
VIRT vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtu Financial, Inc. (VIRT) 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.
| VIRT | IBKR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.36 | -0.77 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.95 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.26 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 3.47 | -2.78 |
Martin ratioReturn relative to average drawdown | 1.28 | 8.77 | -7.49 |
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
| VIRT | IBKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.36 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.90 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.66 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.40 | -0.09 |
Correlation
The correlation between VIRT and IBKR 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
VIRT vs. IBKR - Dividend Comparison
VIRT's dividend yield for the trailing twelve months is around 2.16%, more than IBKR's 0.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIRT Virtu Financial, Inc. | 2.16% | 2.88% | 2.69% | 4.74% | 4.70% | 3.33% | 3.81% | 6.00% | 3.73% | 5.25% | 6.02% | 2.12% |
IBKR Interactive Brokers Group, Inc. | 0.47% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
Drawdowns
VIRT vs. IBKR - Drawdown Comparison
The maximum VIRT drawdown since its inception was -56.17%, smaller than the maximum IBKR drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for VIRT and IBKR.
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Drawdown Indicators
| VIRT | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.17% | -63.66% | +7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -27.83% | -18.70% | -9.13% |
Max Drawdown (5Y)Largest decline over 5 years | -54.52% | -38.66% | -15.86% |
Max Drawdown (10Y)Largest decline over 10 years | -56.17% | -55.09% | -1.08% |
Current DrawdownCurrent decline from peak | 0.00% | -13.31% | +13.31% |
Average DrawdownAverage peak-to-trough decline | -26.08% | -24.93% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.11% | 7.40% | +7.71% |
Volatility
VIRT vs. IBKR - Volatility Comparison
The current volatility for Virtu Financial, Inc. (VIRT) is 8.86%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 11.41%. This indicates that VIRT 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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Volatility by Period
| VIRT | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.86% | 11.41% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 20.64% | 28.24% | -7.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.87% | 42.93% | -12.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.88% | 34.07% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.58% | 33.19% | +2.39% |
Financials
VIRT vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Virtu Financial, Inc. 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