BBVA vs. JPM
Compare and contrast key facts about Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVA or JPM.
Key characteristics
| BBVA | JPM | |
|---|---|---|
| YTD Return | 19.11% | 14.15% |
| 1Y Return | 56.54% | 41.77% |
| 3Y Return (Ann) | 31.39% | 10.72% |
| 5Y Return (Ann) | 18.29% | 13.92% |
| 10Y Return (Ann) | 3.67% | 16.41% |
| Sharpe Ratio | 2.00 | 2.36 |
| Daily Std Dev | 25.99% | 16.74% |
| Max Drawdown | -80.19% | -74.02% |
| Current Drawdown | -10.98% | -3.65% |
Fundamentals
| BBVA | JPM | |
|---|---|---|
| Market Cap | $67.92B | $555.72B |
| EPS | $1.38 | $16.56 |
| PE Ratio | 8.39 | 11.68 |
| PEG Ratio | 1.49 | 3.36 |
| Revenue (TTM) | $27.16B | $149.99B |
| Gross Profit (TTM) | $21.44B | $122.31B |
Correlation
The correlation between BBVA and JPM is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBVA vs. JPM - Performance Comparison
In the year-to-date period, BBVA achieves a 19.11% return, which is significantly higher than JPM's 14.15% return. Over the past 10 years, BBVA has underperformed JPM with an annualized return of 3.67%, while JPM has yielded a comparatively higher 16.41% 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
BBVA vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) 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
BBVA vs. JPM - Dividend Comparison
BBVA's dividend yield for the trailing twelve months is around 5.62%, more than JPM's 2.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 5.62% | 5.58% | 6.28% | 2.79% | 3.53% | 5.20% | 5.67% | 3.92% | 6.02% | 4.29% | 5.71% | 4.43% |
JPM JPMorgan Chase & Co. | 2.22% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
BBVA vs. JPM - Drawdown Comparison
The maximum BBVA drawdown since its inception was -80.19%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BBVA and JPM. For additional features, visit the drawdowns tool.
Volatility
BBVA vs. JPM - Volatility Comparison
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) has a higher volatility of 12.89% compared to JPMorgan Chase & Co. (JPM) at 8.07%. This indicates that BBVA's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BBVA vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Banco Bilbao Vizcaya Argentaria, S.A. 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