Brokers & Exchanges vs IAI
3 of 5 brokers & exchanges headliners beat IAI over the last year (3 of 5 over six months, 2 of 5 over three). Every line is measured against the benchmark itself, so the zero line is IAI.
Weekly closes through 2026-10-29. The zero line is the benchmark: a name "beats" when its total return over the window is higher than IAI's. Rebuilt every morning.
Total return
| Name | 6M | vs bench | 1Y | vs bench | 3Y | vs bench | Since |
|---|---|---|---|---|---|---|---|
| IAI benchmark | +1.4% | 0 | +3.1% | 0 | +95.2% | 0 | — |
| SCHW | +0.8% | -0.6 | -6.2% | -9.3 | +60.0% | -35.2 | 2021-10 |
| IBKR | -3.5% | -4.9 | +15.5% | +12.4 | +310.0% | +214.8 | 2021-10 |
| HOOD | +17.7% | +16.3 | -30.4% | -33.5 | +835.7% | +740.5 | 2021-10 |
| CME | +5.1% | +3.7 | +6.9% | +3.8 | +41.7% | -53.5 | 2021-10 |
| ICE | +6.1% | +4.7 | +11.0% | +7.9 | +53.2% | -42.0 | 2021-10 |
A name whose history starts inside a window is measured from its first bar, not the window start — the "Since" column says where. Its "vs bench" (marked *) compares it with IAI over that same shorter span.
Headliners
Benchmarks available on the dashboard: IAI.
The wider brokers & exchanges universe
The dashboard's Sleepers view screens these 19 lesser-covered names for the ones beating IAI on a trailing basis, with liquidity, price and coverage floors so nothing untradeable or already crowded gets through.
Other baskets
Interactive chart with 6M–5Y windows, relative / indexed / drawdown modes and the sleeper screen: Baskets tab.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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