BIP-UN.TO vs. JPM
BIP-UN.TO (Brookfield Infrastructure Partners L.P) and JPM (JPMorgan Chase & Co.) are both stocks. BIP-UN.TO operates in Utilities - Diversified (Utilities), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, BIP-UN.TO returned 30.11%/yr vs 22.08%/yr for JPM. At a 0.17 correlation, their price movements are largely independent.
Performance
BIP-UN.TO vs. JPM - Performance Comparison
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Different Trading Currencies
BIP-UN.TO is traded in CAD, while JPM is traded in USD. To make them comparable, the JPM values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BIP-UN.TO achieves a 14.93% return, which is significantly higher than JPM's 2.64% return. Over the past 10 years, BIP-UN.TO has outperformed JPM with an annualized return of 30.11%, while JPM has yielded a comparatively lower 22.08% annualized return.
BIP-UN.TO
- 1D
- -0.07%
- 1M
- 3.28%
- YTD
- 14.93%
- 6M
- 14.64%
- 1Y
- 22.29%
- 3Y*
- 8.28%
- 5Y*
- 18.36%
- 10Y*
- 30.11%
JPM
- 1D
- 2.60%
- 1M
- 9.08%
- YTD
- 2.64%
- 6M
- 3.22%
- 1Y
- 24.76%
- 3Y*
- 36.28%
- 5Y*
- 21.30%
- 10Y*
- 22.08%
BIP-UN.TO vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 14.93% | 10.04% | 15.27% | 4.54% | 27.87% | 27.84% | 14.53% | 46.25% | -11.04% | 33.26% |
JPM JPMorgan Chase & Co. | 2.64% | 31.00% | 56.51% | 27.52% | -7.11% | 27.68% | -7.78% | 41.19% | 1.23% | 18.18% |
Correlation
The correlation between BIP-UN.TO and JPM 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 | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2009 | 0.17 |
The correlation between BIP-UN.TO and JPM shifts across timeframes, from 0.15 (1 year) to 0.30 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
BIP-UN.TO:
CA$24.64B
JPM:
$896.00B
BIP-UN.TO:
$0.91
JPM:
$21.08
BIP-UN.TO:
42.33
JPM:
15.21
BIP-UN.TO:
0.22
JPM:
1.68
BIP-UN.TO:
0.74
JPM:
3.14
BIP-UN.TO:
3.82
JPM:
2.60
BIP-UN.TO:
$24.01B
JPM:
$285.09B
BIP-UN.TO:
$6.49B
JPM:
$173.52B
BIP-UN.TO:
$11.14B
JPM:
$81.46B
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Return for Risk
BIP-UN.TO vs. JPM — Risk / Return Rank
BIP-UN.TO
JPM
BIP-UN.TO vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Partners L.P (BIP-UN.TO) 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.
| BIP-UN.TO | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.51 | +0.37 |
| Martin ratioReturn relative to average drawdown | 4.20 | 3.71 | +0.49 |
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Drawdowns
BIP-UN.TO vs. JPM - Drawdown Comparison
The maximum BIP-UN.TO drawdown since its inception was -46.85%, smaller than the maximum JPM drawdown of -63.76%. Use the drawdown chart below to compare losses from any high point for BIP-UN.TO and JPM.
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Drawdown Indicators
| BIP-UN.TO | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.85% | -63.76% | +16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -16.51% | +4.60% |
Max Drawdown (3Y)Largest decline over 3 years | -38.88% | -24.98% | -13.90% |
Max Drawdown (5Y)Largest decline over 5 years | -44.39% | -32.94% | -11.45% |
Max Drawdown (10Y)Largest decline over 10 years | -46.85% | -37.82% | -9.03% |
Current DrawdownCurrent decline from peak | -1.43% | -2.16% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -12.69% | +6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.33% | 6.69% | -1.36% |
Volatility
BIP-UN.TO vs. JPM - Volatility Comparison
The current volatility for Brookfield Infrastructure Partners L.P (BIP-UN.TO) is 4.57%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.66%. This indicates that BIP-UN.TO 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.
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Volatility by Period
| BIP-UN.TO | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 6.66% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 17.15% | -3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 22.03% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 24.97% | +7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.57% | 27.97% | +10.60% |
Dividends
BIP-UN.TO vs. JPM - Dividend Comparison
BIP-UN.TO's dividend yield for the trailing twelve months is around 4.55%, more than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIP-UN.TO Brookfield Infrastructure Partners L.P | 4.55% | 5.04% | 4.85% | 5.00% | 4.23% | 3.97% | 5.61% | 5.62% | 6.65% | 5.64% | 5.16% | 10.13% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
BIP-UN.TO vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Infrastructure Partners L.P 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
BIP-UN.TO vs. JPM - Profitability Comparison
BIP-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a gross profit of 1.70B and revenue of 6.30B. Therefore, the gross margin over that period was 26.9%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
BIP-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported an operating income of 1.59B and revenue of 6.30B, resulting in an operating margin of 25.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
BIP-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a net income of -86.00M and revenue of 6.30B, resulting in a net margin of -1.4%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
BIP-UN.TO and JPM 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.
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