BK vs. JPM
Compare and contrast key facts about The Bank of New York Mellon Corporation (BK) and JPMorgan Chase & Co. (JPM).
Performance
BK vs. JPM - Performance Comparison
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BK vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 2.64% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
JPM JPMorgan Chase & Co. | -8.30% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Fundamentals
BK:
$83.60B
JPM:
$821.79B
BK:
$7.82
JPM:
$20.42
BK:
15.18
JPM:
14.41
BK:
0.98
JPM:
1.59
BK:
2.15
JPM:
3.20
BK:
2.12
JPM:
2.40
BK:
$39.24B
JPM:
$256.52B
BK:
$19.86B
JPM:
$168.20B
BK:
$8.36B
JPM:
$78.84B
Returns By Period
In the year-to-date period, BK achieves a 2.64% return, which is significantly higher than JPM's -8.30% return. Over the past 10 years, BK has underperformed JPM with an annualized return of 15.29%, while JPM has yielded a comparatively higher 20.45% annualized return.
BK
- 1D
- 3.00%
- 1M
- -0.39%
- YTD
- 2.64%
- 6M
- 9.90%
- 1Y
- 44.42%
- 3Y*
- 41.57%
- 5Y*
- 23.54%
- 10Y*
- 15.29%
JPM
- 1D
- 3.66%
- 1M
- -2.04%
- YTD
- -8.30%
- 6M
- -5.87%
- 1Y
- 22.38%
- 3Y*
- 34.32%
- 5Y*
- 16.79%
- 10Y*
- 20.45%
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Return for Risk
BK vs. JPM — Risk / Return Rank
BK
JPM
BK vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) 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.
| BK | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 0.89 | +1.00 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.28 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.18 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 1.53 | +2.06 |
Martin ratioReturn relative to average drawdown | 11.09 | 4.16 | +6.92 |
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
| BK | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 0.89 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.69 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.75 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Correlation
The correlation between BK and JPM is 0.60, 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.
Dividends
BK vs. JPM - Dividend Comparison
BK's dividend yield for the trailing twelve months is around 1.74%, less than JPM's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 1.74% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
JPM JPMorgan Chase & Co. | 1.97% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Drawdowns
BK vs. JPM - Drawdown Comparison
The maximum BK drawdown since its inception was -72.28%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for BK and JPM.
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Drawdown Indicators
| BK | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.28% | -76.16% | +3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -15.47% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -40.45% | -38.77% | -1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -50.49% | -43.63% | -6.86% |
Current DrawdownCurrent decline from peak | -7.04% | -12.09% | +5.05% |
Average DrawdownAverage peak-to-trough decline | -18.77% | -17.66% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 5.67% | -1.48% |
Volatility
BK vs. JPM - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BK) is 5.35%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.34%. This indicates that BK 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
| BK | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.34% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 15.87% | 17.19% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.69% | 25.25% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.62% | 24.34% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.11% | 27.38% | -0.27% |
Financials
BK vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between The Bank of New York Mellon Corporation 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
BK vs. JPM - Profitability Comparison
BK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.21B and revenue of 8.87B. Therefore, the gross margin over that period was 58.7%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.
BK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported an operating income of 1.85B and revenue of 8.87B, resulting in an operating margin of 20.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.
BK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a net income of 1.46B and revenue of 8.87B, resulting in a net margin of 16.5%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.