0QMG.L vs. JPM
Compare and contrast key facts about Swiss Life Holding AG (0QMG.L) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0QMG.L or JPM.
Correlation
The correlation between 0QMG.L and JPM is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0QMG.L vs. JPM - Performance Comparison
Key characteristics
0QMG.L:
1.83
JPM:
2.33
0QMG.L:
2.26
JPM:
3.09
0QMG.L:
1.34
JPM:
1.47
0QMG.L:
3.28
JPM:
5.44
0QMG.L:
8.54
JPM:
15.56
0QMG.L:
3.41%
JPM:
3.54%
0QMG.L:
15.99%
JPM:
23.62%
0QMG.L:
-49.94%
JPM:
-74.02%
0QMG.L:
0.00%
JPM:
-0.35%
Fundamentals
0QMG.L:
CHF 16.24B
JPM:
$747.80B
0QMG.L:
CHF 39.93
JPM:
$19.74
0QMG.L:
0.12
JPM:
13.54
0QMG.L:
CHF 7.96B
JPM:
$177.39B
0QMG.L:
CHF 7.96B
JPM:
$177.39B
0QMG.L:
CHF 1.04B
JPM:
$118.91B
Returns By Period
In the year-to-date period, 0QMG.L achieves a 7.63% return, which is significantly lower than JPM's 12.09% return. Over the past 10 years, 0QMG.L has outperformed JPM with an annualized return of 24.55%, while JPM has yielded a comparatively lower 20.08% annualized return.
0QMG.L
7.63%
6.44%
16.53%
27.71%
14.45%
24.55%
JPM
12.09%
10.44%
35.75%
56.48%
18.00%
20.08%
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Risk-Adjusted Performance
0QMG.L vs. JPM — Risk-Adjusted Performance Rank
0QMG.L
JPM
0QMG.L vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Life Holding AG (0QMG.L) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
0QMG.L vs. JPM - Dividend Comparison
0QMG.L's dividend yield for the trailing twelve months is around 4.39%, more than JPM's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0QMG.L Swiss Life Holding AG | 4.39% | 4.73% | 5.14% | 5.22% | 3.73% | 4.83% | 0.51% | 3.57% | 3.19% | 2.95% | 2.70% | 0.00% |
JPM JPMorgan Chase & Co. | 1.80% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
0QMG.L vs. JPM - Drawdown Comparison
The maximum 0QMG.L drawdown since its inception was -49.94%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for 0QMG.L and JPM. For additional features, visit the drawdowns tool.
Volatility
0QMG.L vs. JPM - Volatility Comparison
The current volatility for Swiss Life Holding AG (0QMG.L) is 3.64%, while JPMorgan Chase & Co. (JPM) has a volatility of 4.15%. This indicates that 0QMG.L experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0QMG.L vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Swiss Life Holding AG and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities