SCHW vs IBKR: which was the better investment?
The Charles Schwab Corporation against Interactive Brokers Group, Inc. on real daily total-return data — every dividend reinvested, from May 4, 2007 to Jul 15, 2026.
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Frequently asked questions
Did SCHW beat IBKR?
No — measured from May 4, 2007 to Jul 15, 2026 with dividends reinvested, IBKR came out ahead: $161,541 versus $69,735 from a $10,000 start. That gap compounds from a 15.6% annual return against 10.6%.
What would $10,000 in SCHW be worth today?
$10,000 invested in The Charles Schwab Corporation (SCHW) on May 4, 2007 would be worth about $69,735 as of Jul 15, 2026, a total return of 597.4% (10.6% per year). The same $10,000 in IBKR would be worth $161,541.
Which was riskier — SCHW or IBKR?
SCHW swung with an annualized volatility of 37.1% and a worst peak-to-trough drop of -56.6%; IBKR ran at 35.1% volatility with a -63.7% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.23 for SCHW vs 0.39 for IBKR.
What data is this comparison based on?
Daily adjusted closing prices covering May 4, 2007 through Jul 15, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.
Can I change the dates, amounts, or add monthly investing?
Yes — the interactive tool on this page is pre-loaded with SCHW vs IBKR. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.