BAC vs. PG
BAC (Bank of America Corporation) and PG (The Procter & Gamble Company) are both stocks. BAC operates in Banks - Diversified (Financial Services), while PG operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, BAC returned 17.09%/yr vs 8.64%/yr for PG. At a 0.28 correlation, their price movements are largely independent.
Performance
BAC vs. PG - Performance Comparison
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Returns By Period
In the year-to-date period, BAC achieves a -1.43% return, which is significantly lower than PG's 2.74% return. Over the past 10 years, BAC has outperformed PG with an annualized return of 17.09%, while PG has yielded a comparatively lower 8.64% annualized return.
BAC
- 1D
- -0.37%
- 1M
- 5.06%
- YTD
- -1.43%
- 6M
- 0.58%
- 1Y
- 21.86%
- 3Y*
- 25.47%
- 5Y*
- 7.45%
- 10Y*
- 17.09%
PG
- 1D
- -0.98%
- 1M
- -0.90%
- YTD
- 2.74%
- 6M
- 6.43%
- 1Y
- -8.99%
- 3Y*
- 2.29%
- 5Y*
- 4.10%
- 10Y*
- 8.64%
BAC vs. PG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | -1.43% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
PG The Procter & Gamble Company | 2.74% | -12.26% | 17.25% | -0.86% | -5.05% | 20.52% | 14.15% | 39.70% | 3.57% | 12.69% |
Correlation
The correlation between BAC and PG is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since May 29, 1986 | 0.28 |
The correlation between BAC and PG shifts across timeframes, from 0.12 (3 years) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BAC:
$397.80B
PG:
$350.63B
BAC:
$4.19
PG:
$5.23
BAC:
12.79
PG:
27.76
BAC:
5.14
PG:
6.79
BAC:
2.32
PG:
4.07
BAC:
1.44
PG:
6.50
BAC:
$174.85B
PG:
$86.72B
BAC:
$110.47B
PG:
$43.64B
BAC:
$41.74B
PG:
$22.63B
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Return for Risk
BAC vs. PG — Risk / Return Rank
BAC
PG
BAC vs. PG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) and The Procter & Gamble Company (PG). 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.
| BAC | PG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.51 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.94 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.58 | +1.81 |
| Martin ratioReturn relative to average drawdown | 3.15 | -1.04 | +4.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAC | PG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.48 | +1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.23 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.46 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.46 | -0.26 |
Drawdowns
BAC vs. PG - Drawdown Comparison
The maximum BAC drawdown since its inception was -93.10%, which is greater than PG's maximum drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for BAC and PG.
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Drawdown Indicators
| BAC | PG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.10% | -54.25% | -38.85% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -15.52% | -2.41% |
Max Drawdown (3Y)Largest decline over 3 years | -27.51% | -21.15% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | -46.64% | -23.77% | -22.87% |
Max Drawdown (10Y)Largest decline over 10 years | -48.95% | -23.77% | -25.18% |
Current DrawdownCurrent decline from peak | -5.30% | -15.91% | +10.61% |
Average DrawdownAverage peak-to-trough decline | -28.31% | -12.16% | -16.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.95% | 8.93% | -1.98% |
Volatility
BAC vs. PG - Volatility Comparison
The current volatility for Bank of America Corporation (BAC) is 6.59%, while The Procter & Gamble Company (PG) has a volatility of 7.01%. This indicates that BAC experiences smaller price fluctuations and is considered to be less risky than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAC | PG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 7.01% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 16.36% | 15.32% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 18.65% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.89% | 17.79% | +9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.70% | 19.05% | +11.65% |
Dividends
BAC vs. PG - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.09%, less than PG's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.09% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
PG The Procter & Gamble Company | 2.94% | 2.91% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% |
Financials
BAC vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Bank of America Corporation and The Procter & Gamble Company. 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
BAC vs. PG - Profitability Comparison
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a gross profit of 28.94B and revenue of 30.27B. Therefore, the gross margin over that period was 95.6%.
PG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported an operating income of 10.40B and revenue of 30.27B, resulting in an operating margin of 34.4%.
PG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank of America Corporation reported a net income of 8.58B and revenue of 30.27B, resulting in a net margin of 28.4%.
PG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.
Frequently Asked Questions
BAC and PG have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PG has higher volatility (7.01%) compared to BAC (6.59%). In terms of maximum drawdown, BAC dropped -93.10% vs PG's -54.25%.
BAC currently has the higher Sharpe Ratio (1.02 vs -0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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