BAC vs. SHEL
Compare and contrast key facts about Bank of America Corporation (BAC) and Shell plc (SHEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAC or SHEL.
Key characteristics
| BAC | SHEL | |
|---|---|---|
| YTD Return | 3.73% | 9.18% |
| 1Y Return | 17.81% | 20.42% |
| 3Y Return (Ann) | -1.54% | 26.71% |
| 5Y Return (Ann) | 5.52% | 6.69% |
| 10Y Return (Ann) | 10.11% | 4.36% |
| Sharpe Ratio | 0.87 | 1.04 |
| Daily Std Dev | 24.36% | 18.64% |
| Max Drawdown | -93.45% | -67.46% |
| Current Drawdown | -25.37% | -2.20% |
Fundamentals
| BAC | SHEL | |
|---|---|---|
| Market Cap | $299.21B | $215.66B |
| EPS | $3.08 | $5.70 |
| PE Ratio | 12.31 | 11.76 |
| PEG Ratio | 9.00 | 2.99 |
| Revenue (TTM) | $94.19B | $316.62B |
| Gross Profit (TTM) | $92.41B | $97.31B |
Correlation
The correlation between BAC and SHEL is 0.33, 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
BAC vs. SHEL - Performance Comparison
In the year-to-date period, BAC achieves a 3.73% return, which is significantly lower than SHEL's 9.18% return. Over the past 10 years, BAC has outperformed SHEL with an annualized return of 10.11%, while SHEL has yielded a comparatively lower 4.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAC vs. SHEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) and Shell plc (SHEL). 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
BAC vs. SHEL - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.71%, less than SHEL's 3.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.71% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
SHEL Shell plc | 3.64% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
Drawdowns
BAC vs. SHEL - Drawdown Comparison
The maximum BAC drawdown since its inception was -93.45%, which is greater than SHEL's maximum drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for BAC and SHEL. For additional features, visit the drawdowns tool.
Volatility
BAC vs. SHEL - Volatility Comparison
Bank of America Corporation (BAC) has a higher volatility of 7.00% compared to Shell plc (SHEL) at 3.98%. This indicates that BAC's price experiences larger fluctuations and is considered to be riskier than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.