Interactive Brokers Group, Inc. (IBKR) vs State Street SPDR S&P 500 ETF (SPY)
Over the past 10 years, IBKR outperformed SPY — 26.53% vs 15.28% annualized total return (price plus dividends).
A side-by-side comparison of Interactive Brokers Group, Inc. and State Street SPDR S&P 500 ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 6, 2026. Differences are shown without an overall score or investment verdict.
Total return — IBKR vs SPY
growth of $100 · dividends reinvested · last 19yMetrics side by side
Did IBKR beat SPY?
Over the past 10 years, IBKR outperformed SPY — 26.53% vs 15.28% annualized total return (price plus dividends).
Total return (annualized)
| Metric | IBKR | SPY |
|---|---|---|
| Total return (1Y) | 39.97% | 23.96% |
| Total return CAGR (3Y) | 59.15% | 21.35% |
| Total return CAGR (5Y) | 42.34% | 13.27% |
| Total return CAGR (10Y) | 26.53% | 15.28% |
SPY is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has IBKR beaten SPY?
- Over the past 10 years, IBKR outperformed SPY — 26.53% vs 15.28% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 6, 2026.