IBKR correlations (Interactive Brokers)
Which assets move with IBKR and which ones diversify it, computed from weekly returns across 4756 stocks and ETFs.
Data as of 2026-08-27 · refreshed every trading day · Financials · Investment Banking & Brokerage
Volatility (ann.)
33.9%
3y weekly
Beta vs S&P 500
1.37
3y weekly
1-year return
+57.0%
price, adjusted
5-year return
+516.0%
price, adjusted
Market cap
$164.5B
latest
P/E ratio
38.5
trailing
Dividend yield
0.34%
trailing
Max drawdown
-38.7%
3y, daily closes
IBKR over the last 12 months, weekly closes indexed to 100 at the start.
Stocks and ETFs most correlated with IBKR
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| HOOD | Robinhood Markets | 0.62 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | 0.61 | |
| NBXG | Neuberger Next Generation Connectivity Fund Inc. | 0.59 | |
| IVV | iShares Core S&P 500 ETF | 0.59 | |
| SPY | SPDR S&P 500 ETF Trust | 0.58 | |
| VTI | Vanguard Total Stock Market ETF | 0.58 | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.58 | |
| VOO | Vanguard S&P 500 ETF | 0.58 | |
| VUG | Vanguard Growth ETF | 0.58 | |
| QQQ | Invesco QQQ Trust | 0.57 | |
| QQQM | Invesco Nasdaq 100 ETF | 0.57 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.56 | |
| VT | Vanguard Total World Stock ETF | 0.56 | |
| BTX | BlackRock Technology and Private Equity Term Trust | 0.56 | |
| XLK | Technology Select Sector SPDR Fund | 0.56 |
Best diversifiers for IBKR
These are the assets whose returns had the least to do with IBKR's, historically the most independent picks in our universe.
| Asset | Correlation (3Y) | ||
|---|---|---|---|
| FNGD | MicroSectors FANG Index -3X Inverse Leveraged ETNs due | -0.53 | |
| VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.46 | |
| VXZ | iPath Series B S&P 500 VIX Mid-Term Futures ETN | -0.43 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | -0.30 | |
| AWK | American Water Works | -0.28 | |
| WTRG | Essential Utilities, Inc. | -0.26 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | -0.25 | |
| ED | Consolidated Edison | -0.23 | |
| AWR | American States Water Company | -0.21 | |
| OMH | Ohmyhome Limited - Class A | -0.21 |
IBKR vs benchmarks
IBKR vs its peers
Get IBKR data as JSON
$ curl https://www.pairbook.io/api/v1/symbols/ibkr.jsonCorrelations, diversifiers, beta and volatility for IBKR, plus one endpoint per pair. API documentation.
IBKR inside major ETFs
| ETF | IBKR weight | |
|---|---|---|
| XLF | Financial Select Sector SPDR Fund | 0.53% |
| RSP | Invesco S&P 500 Equal Weight ETF | 0.21% |
| MTUM | iShares MSCI USA Momentum Factor ETF | 0.17% |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.12% |
| IVV | iShares Core S&P 500 ETF | 0.07% |
| SPY | SPDR S&P 500 ETF Trust | 0.07% |
| VTV | Vanguard Value ETF | 0.07% |
| VUG | Vanguard Growth ETF | 0.07% |
| VOO | Vanguard S&P 500 ETF | 0.06% |
| VTI | Vanguard Total Stock Market ETF | 0.05% |
