VST vs. IBKR
VST (Vistra Corp.) and IBKR (Interactive Brokers Group, Inc.) are both stocks. VST operates in Utilities - Independent Power Producers (Utilities), while IBKR operates in Capital Markets (Financial Services). Over the past 5 years, VST returned 54.40%/yr vs 41.64%/yr for IBKR. At a 0.32 correlation, their price movements are largely independent.
Performance
VST vs. IBKR - Performance Comparison
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Returns By Period
In the year-to-date period, VST achieves a -8.13% return, which is significantly lower than IBKR's 41.50% return.
VST
- 1D
- 1.12%
- 1M
- 5.97%
- YTD
- -8.13%
- 6M
- -12.74%
- 1Y
- -14.37%
- 3Y*
- 83.39%
- 5Y*
- 54.40%
- 10Y*
- —
IBKR
- 1D
- 2.23%
- 1M
- 4.48%
- YTD
- 41.50%
- 6M
- 41.85%
- 1Y
- 80.51%
- 3Y*
- 67.33%
- 5Y*
- 41.64%
- 10Y*
- 26.54%
VST vs. IBKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VST Vistra Corp. | -8.13% | 17.66% | 261.52% | 70.73% | 5.08% | 19.57% | -11.87% | 2.46% | 24.95% | 18.19% |
IBKR Interactive Brokers Group, Inc. | 41.50% | 46.37% | 114.43% | 15.14% | -8.35% | 31.12% | 31.71% | -14.01% | -7.13% | 63.75% |
Correlation
The correlation between VST and IBKR is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2016 | 0.32 |
Fundamentals
VST:
$8.60
IBKR:
$3.76
VST:
17.20
IBKR:
24.18
VST:
0.39
IBKR:
0.83
VST:
2.19
IBKR:
4.66
VST:
$17.20B
IBKR:
$8.69B
VST:
$1.12B
IBKR:
$7.75B
VST:
$4.34B
IBKR:
$7.07B
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Return for Risk
VST vs. IBKR — Risk / Return Rank
VST
IBKR
VST vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vistra Corp. (VST) 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.
| VST | IBKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -2.78 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.33 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 4.20 | -4.58 |
| Martin ratioReturn relative to average drawdown | -0.70 | 10.65 | -11.35 |
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Drawdowns
VST vs. IBKR - Drawdown Comparison
The maximum VST drawdown since its inception was -53.32%, smaller than the maximum IBKR drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for VST and IBKR.
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Drawdown Indicators
| VST | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.32% | -63.66% | +10.34% |
Max Drawdown (1Y)Largest decline over 1 year | -38.01% | -18.70% | -19.31% |
Max Drawdown (3Y)Largest decline over 3 years | -48.80% | -38.66% | -10.14% |
Max Drawdown (5Y)Largest decline over 5 years | -48.80% | -38.66% | -10.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.09% | — |
Current DrawdownCurrent decline from peak | -31.89% | 0.00% | -31.89% |
Average DrawdownAverage peak-to-trough decline | -13.72% | -24.85% | +11.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.73% | 7.35% | +13.38% |
Volatility
VST vs. IBKR - Volatility Comparison
Vistra Corp. (VST) has a higher volatility of 15.14% compared to Interactive Brokers Group, Inc. (IBKR) at 11.31%. This indicates that VST's price experiences larger fluctuations and is considered to be riskier 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
| VST | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.14% | 11.31% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 37.96% | 27.82% | +10.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.75% | 37.67% | +11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.97% | 34.50% | +13.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.22% | 33.37% | +8.85% |
Dividends
VST vs. IBKR - Dividend Comparison
VST's dividend yield for the trailing twelve months is around 0.61%, more than IBKR's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBKR Interactive Brokers Group, Inc. | 0.36% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
VST Vistra Corp. | 0.61% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% | 0.00% |
Financials
VST vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Vistra Corp. 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
Frequently Asked Questions
VST and IBKR have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (15.14%) compared to IBKR (11.31%). In terms of maximum drawdown, VST dropped -53.32% vs IBKR's -63.66%.
IBKR currently has the higher Sharpe Ratio (2.08 vs -0.30), 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.
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