BGC vs. JPM
BGC (BGC Group Inc. ) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — BGC in Capital Markets, JPM in Banks - Diversified. Over the past 10 years, BGC returned 7.36%/yr vs 21.80%/yr for JPM. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
BGC vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, BGC achieves a 29.51% return, which is significantly higher than JPM's 10.73% return. Over the past 10 years, BGC has underperformed JPM with an annualized return of 7.36%, while JPM has yielded a comparatively higher 21.80% annualized return.
BGC
- 1D
- -1.37%
- 1M
- 4.54%
- 6M
- 26.95%
- YTD
- 29.51%
- 1Y
- 22.54%
- 3Y*
- 36.29%
- 5Y*
- 17.14%
- 10Y*
- 7.36%
- ALL TIME*
- -2.18%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $25.51M | $27.32M | $37.24M | |
| $2.69B | $3.19B | $3.04B |
BGC vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGC BGC Group Inc. | 29.51% | -0.58% | 26.46% | 92.20% | -18.92% | 16.25% | -32.66% | 14.89% | -46.79% | 47.70% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between BGC and JPM is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 1999 | 0.39 |
The correlation between BGC and JPM shifts across timeframes, from 0.30 (1 year) to 0.46 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BGC:
$5.47B
JPM:
$942.62B
BGC:
$0.40
JPM:
$23.29
BGC:
28.65
JPM:
15.10
BGC:
0.75
JPM:
1.67
BGC:
1.65
JPM:
3.30
BGC:
4.99
JPM:
2.78
BGC:
$3.35B
JPM:
$297.63B
BGC:
$1.03B
JPM:
$186.33B
BGC:
$457.42M
JPM:
$90.84B
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Return for Risk
BGC vs. JPM — Risk / Return Rank
BGC
JPM
BGC vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BGC Group Inc. (BGC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGC | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.36 | -0.14 |
| Martin ratioReturn relative to average drawdown | 2.40 | 3.24 | -0.84 |
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Drawdowns
BGC vs. JPM - Drawdown Comparison
The maximum BGC drawdown since its inception was -98.31%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for BGC and JPM.
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Drawdown Indicators
| BGC | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.31% | -76.16% | -22.15% |
Max Drawdown (1Y)Largest decline over 1 year | -20.77% | -15.47% | -5.30% |
Max Drawdown (3Y)Largest decline over 3 years | -34.46% | -24.42% | -10.04% |
Max Drawdown (5Y)Largest decline over 5 years | -46.99% | -38.77% | -8.22% |
Max Drawdown (10Y)Largest decline over 10 years | -79.67% | -43.63% | -36.04% |
Current DrawdownCurrent decline from peak | -77.86% | -1.54% | -76.32% |
Average DrawdownAverage peak-to-trough decline | -86.85% | -17.56% | -69.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.56% | 6.51% | +4.05% |
Volatility
BGC vs. JPM - Volatility Comparison
BGC Group Inc. (BGC) has a higher volatility of 8.01% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that BGC'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.
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Volatility by Period
| BGC | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.01% | 6.60% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 26.12% | 16.70% | +9.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.37% | 22.50% | +8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.26% | 24.46% | +13.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.42% | 27.33% | +13.09% |
Dividends
BGC vs. JPM - Dividend Comparison
BGC's dividend yield for the trailing twelve months is around 0.69%, less than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGC BGC Group Inc. | 0.69% | 0.90% | 0.77% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
BGC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between BGC Group Inc. 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
Frequently Asked Questions
BGC and JPM have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGC has higher volatility (8.01%) compared to JPM (6.60%). In terms of maximum drawdown, BGC dropped -98.31% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.94 vs 0.82), 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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