Key Takeaways
- • Interactive Brokers reported that its individual clients averaged a 19.20% return in 2025, versus 17.9% for the S&P 500 Index, per the company's Business Wire release.
- • Interactive Brokers' hedge fund clients averaged a 28.91% return in 2025, outperforming the S&P 500 by approximately 11 percentage points.
- • IBKR attributes the outperformance to lower trading and financing costs, efficient execution, and global market access, though the figures are company-reported aggregate data.
- • The results cover accounts meeting minimum thresholds as of January 1, 2025 ($50,000 for individual accounts and $1,000,000 for hedge fund accounts), and the company notes results may vary significantly among clients.
Summary
Interactive Brokers (Nasdaq: IBKR) announced that its clients outperformed the S&P 500 Index in 2025, according to a Business Wire release. The company reported that individual clients achieved an average return of 19.20%, compared with the S&P 500's 17.9% return over the same period. Hedge fund clients fared better, with an average return of 28.91%, which the company said outperformed the index by approximately 11 percentage points.
The brokerage attributes these results to cost efficiency, execution quality, and broad access to global markets. IBKR cited interest of up to 3.14% on uninvested cash balances, margin rates as low as 4.14% (which it says are up to 55% lower than industry averages), access to stocks, options, futures, currencies, bonds, and funds across more than 160 global markets, and institutional-quality execution tools including smart routing and advanced order types.
Founder and Chairman Thomas Peterffy framed the results around cost and execution, stating that "when investors pay less in fees and trade with efficient execution, those advantages add up and compound over time." The release describes IBKR as a Nasdaq-listed S&P 500 member serving more than 4 million clients with over $750 billion in client assets.
The figures are company-reported aggregate data for accounts meeting minimum thresholds and are not independently verified in the release. IBKR notes that results may vary significantly among clients and that the S&P 500 comparisons are for informational purposes only.
The brokerage attributes these results to cost efficiency, execution quality, and broad access to global markets. IBKR cited interest of up to 3.14% on uninvested cash balances, margin rates as low as 4.14% (which it says are up to 55% lower than industry averages), access to stocks, options, futures, currencies, bonds, and funds across more than 160 global markets, and institutional-quality execution tools including smart routing and advanced order types.
Founder and Chairman Thomas Peterffy framed the results around cost and execution, stating that "when investors pay less in fees and trade with efficient execution, those advantages add up and compound over time." The release describes IBKR as a Nasdaq-listed S&P 500 member serving more than 4 million clients with over $750 billion in client assets.
The figures are company-reported aggregate data for accounts meeting minimum thresholds and are not independently verified in the release. IBKR notes that results may vary significantly among clients and that the S&P 500 comparisons are for informational purposes only.
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