BK vs. JPM
Compare and contrast key facts about The Bank of New York Mellon Corporation (BK) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BK or JPM.
Correlation
The correlation between BK and JPM is 0.56, 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
BK vs. JPM - Performance Comparison
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Key characteristics
BK:
2.35
JPM:
1.23
BK:
3.05
JPM:
1.80
BK:
1.45
JPM:
1.26
BK:
3.32
JPM:
1.47
BK:
12.38
JPM:
4.91
BK:
4.71%
JPM:
7.31%
BK:
24.58%
JPM:
28.77%
BK:
-72.42%
JPM:
-74.02%
BK:
0.00%
JPM:
-3.84%
Fundamentals
BK:
$63.95B
JPM:
$743.38B
BK:
$6.13
JPM:
$20.52
BK:
14.58
JPM:
13.04
BK:
1.17
JPM:
7.24
BK:
3.40
JPM:
4.41
BK:
1.69
JPM:
2.23
BK:
$18.60B
JPM:
$228.61B
BK:
$18.53B
JPM:
$186.05B
BK:
$7.22B
JPM:
$104.01B
Returns By Period
In the year-to-date period, BK achieves a 18.63% return, which is significantly higher than JPM's 12.89% return. Over the past 10 years, BK has underperformed JPM with an annualized return of 10.33%, while JPM has yielded a comparatively higher 18.09% annualized return.
BK
18.63%
19.70%
16.42%
57.22%
26.80%
10.33%
JPM
12.89%
16.53%
10.31%
35.21%
29.13%
18.09%
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Risk-Adjusted Performance
BK vs. JPM — Risk-Adjusted Performance Rank
BK
JPM
BK vs. JPM - Risk-Adjusted Performance 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.
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Dividends
BK vs. JPM - Dividend Comparison
BK's dividend yield for the trailing twelve months is around 2.09%, more than JPM's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 2.09% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% | 1.63% |
JPM JPMorgan Chase & Co. | 1.89% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
BK vs. JPM - Drawdown Comparison
The maximum BK drawdown since its inception was -72.42%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BK and JPM. For additional features, visit the drawdowns tool.
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Volatility
BK vs. JPM - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BK) is 4.83%, while JPMorgan Chase & Co. (JPM) has a volatility of 5.42%. 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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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 May 2025, The Bank of New York Mellon Corporation reported a gross profit of 4.68B and revenue of 4.69B. Therefore, the gross margin over that period was 99.8%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
BK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Bank of New York Mellon Corporation reported an operating income of 1.49B and revenue of 4.69B, resulting in an operating margin of 31.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
BK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Bank of New York Mellon Corporation reported a net income of 1.22B and revenue of 4.69B, resulting in a net margin of 26.0%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.