Which ETFs hold Interactive Brokers Group, Inc., Class A?
IBKR is held by 64 of the 504 ETFs we cover. The heaviest allocation is SDVY at 0.9%; among the largest funds, VOO holds 0.1% and IVV 0.1%. The median weight across all funds holding it is 0.1%. Interactive Brokers Group, Inc., Class A is classified Financials.
- Covered ETFs Holding It
- 64
- Heaviest Allocation
- 0.92%in SDVY
- Median Weight
- 0.06%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 0.37%trailing 12 months
IBKR Share Performance
- 1M
- -7.1%
- YTD
- +36.9%
- 1Y
- +37.3%
- 3Y (ann.)
- +58.2%
- 5Y (ann.)
- +41.6%
- 10Y (ann.)
- +26.4%
A $10,000 investment 10 years ago would be worth $104,022 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding IBKR(64)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | 0.92% | 0.58% | $11.6B | 0.93% | +16.9% | +24.8% | +10.8% |
| IYFiShares U.S. Financials ETF | 0.55% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| XLFState Street® Financial Select Sector SPDR® ETF | 0.47% | 0.08% | $59.1B | 1.40% | +6.1% | +13.9% | +10.7% |
| VFHVanguard Financials Index Fund | 0.47% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| FNCLFidelity MSCI Financials Index ETF | 0.42% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| VOTVanguard Mid-cap Growth Index Fund | 0.37% | 0.05% | $19.9B | 0.59% | +10.1% | +7.1% | +5.4% |
| JGROJPMorgan Active Growth ETF | 0.31% | 0.44% | $9.6B | 0.15% | +3.4% | +8.3% | — |
| MGKVanguard Mega Cap Growth Index Fund | 0.28% | 0.07% | $33.7B | 0.32% | +10.2% | +19.4% | +14.0% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.27% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| RSPInvesco S&P 500 Equal Weight ETF | 0.22% | 0.20% | $97.5B | 1.46% | +15.8% | +22.4% | +9.2% |
| IXGiShares Global Financials ETF | 0.22% | — | $699M | 2.10% | +13.1% | +23.8% | +14.4% |
| VOVanguard Mid-cap Index Fund | 0.15% | 0.03% | $109.2B | 1.29% | +14.8% | +18.0% | +8.0% |
| SCHGSchwab U.S. Large-Cap Growth ETF | 0.13% | 0.04% | $62.4B | 0.37% | +9.9% | +19.1% | +14.0% |
| IWXiShares Russell Top 200 Value ETF | 0.13% | 0.20% | $4.0B | 1.36% | +23.5% | +36.3% | +12.9% |
| FNDASchwab Fundamental U.S. Small Company ETF | 0.13% | 0.25% | $9.4B | 1.09% | +21.8% | +32.0% | +9.0% |
| VOOGVanguard S&P 500 Growth Index Fund | 0.11% | 0.07% | $27.2B | 0.44% | +15.6% | +25.4% | +14.1% |
| SPYGState Street® SPDR® Portfolio S&P 500® Growth ETF | 0.11% | 0.04% | $54.7B | 0.47% | +15.6% | +25.4% | +14.2% |
| VONVVanguard Russell 1000 Value Index Fund | 0.10% | 0.06% | $21.9B | 1.52% | +23.4% | +34.7% | +12.1% |
| IVWiShares S&P 500 Growth ETF | 0.10% | 0.18% | $77.3B | 0.35% | +15.5% | +25.3% | +14.0% |
| IUSGiShares Core S&P U.S. Growth ETF | 0.10% | 0.04% | $33.6B | 0.48% | +15.9% | +25.6% | +13.9% |
| IWDiShares Russell 1000 Value ETF | 0.09% | 0.18% | $83.6B | 1.36% | +23.3% | +34.5% | +11.9% |
| MTUMiShares MSCI USA Momentum Factor ETF | 0.09% | 0.15% | $26.3B | 0.60% | +23.8% | +27.7% | +12.8% |
| ONEQFidelity Nasdaq Composite Index ETF | 0.08% | 0.21% | $10.8B | 0.51% | +15.4% | +26.6% | +13.6% |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | 0.07% | 0.29% | $5.3B | 8.02% | +13.0% | +22.3% | — |
| RWLInvesco S&P 500 Revenue ETF | 0.06% | 0.39% | $9.8B | 1.20% | +17.9% | +31.3% | +14.1% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most IBKR exposure?
SDVY has the heaviest IBKR allocation of the ETFs we cover, at 0.92% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold IBKR?
64 of the 504 ETFs we cover hold Interactive Brokers Group, Inc., Class A (IBKR). The median weight across those funds is 0.06%.
What is the cheapest ETF that holds IBKR?
BKLC has the lowest expense ratio among covered ETFs holding IBKR, at 0.00% per year.
What is the largest ETF that holds IBKR?
VOO (Vanguard 500 Index Fund) is the largest covered ETF holding IBKR, with $1.03T in assets and a 0.05% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond IBKR.