BK vs. NTRS
Compare and contrast key facts about The Bank of New York Mellon Corporation (BK) and Northern Trust Corporation (NTRS).
Performance
BK vs. NTRS - Performance Comparison
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BK vs. NTRS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 4.67% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
NTRS Northern Trust Corporation | 4.11% | 36.92% | 25.63% | -1.02% | -23.82% | 31.65% | -9.29% | 30.59% | -14.68% | 14.18% |
Fundamentals
BK:
$7.82
NTRS:
$8.98
BK:
15.47
NTRS:
15.74
BK:
1.00
NTRS:
0.69
BK:
2.19
NTRS:
1.89
BK:
$39.24B
NTRS:
$14.37B
BK:
$19.86B
NTRS:
$7.93B
BK:
$8.36B
NTRS:
$3.07B
Returns By Period
In the year-to-date period, BK achieves a 4.67% return, which is significantly higher than NTRS's 4.11% return. Over the past 10 years, BK has outperformed NTRS with an annualized return of 15.52%, while NTRS has yielded a comparatively lower 10.91% annualized return.
BK
- 1D
- 1.97%
- 1M
- 1.26%
- YTD
- 4.67%
- 6M
- 14.30%
- 1Y
- 47.45%
- 3Y*
- 42.49%
- 5Y*
- 24.02%
- 10Y*
- 15.52%
NTRS
- 1D
- 1.32%
- 1M
- -2.08%
- YTD
- 4.11%
- 6M
- 9.04%
- 1Y
- 48.01%
- 3Y*
- 20.86%
- 5Y*
- 9.26%
- 10Y*
- 10.91%
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Return for Risk
BK vs. NTRS — Risk / Return Rank
BK
NTRS
BK vs. NTRS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of New York Mellon Corporation (BK) and Northern Trust Corporation (NTRS). 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 | NTRS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.62 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.50 | 2.28 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.31 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.65 | 3.25 | +0.40 |
Martin ratioReturn relative to average drawdown | 11.25 | 9.25 | +1.99 |
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 | NTRS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.62 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.32 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.36 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.37 | -0.02 |
Correlation
The correlation between BK and NTRS is 0.64, 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. NTRS - Dividend Comparison
BK's dividend yield for the trailing twelve months is around 1.70%, less than NTRS's 2.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BK The Bank of New York Mellon Corporation | 1.70% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
NTRS Northern Trust Corporation | 2.23% | 2.27% | 2.93% | 3.56% | 3.28% | 2.34% | 3.01% | 2.45% | 2.32% | 1.60% | 1.66% | 1.96% |
Drawdowns
BK vs. NTRS - Drawdown Comparison
The maximum BK drawdown since its inception was -72.28%, which is greater than NTRS's maximum drawdown of -67.67%. Use the drawdown chart below to compare losses from any high point for BK and NTRS.
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Drawdown Indicators
| BK | NTRS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.28% | -67.67% | -4.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -14.46% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -40.45% | -50.03% | +9.58% |
Max Drawdown (10Y)Largest decline over 10 years | -50.49% | -50.03% | -0.46% |
Current DrawdownCurrent decline from peak | -5.20% | -8.14% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -18.77% | -21.05% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 5.07% | -0.87% |
Volatility
BK vs. NTRS - Volatility Comparison
The current volatility for The Bank of New York Mellon Corporation (BK) is 5.53%, while Northern Trust Corporation (NTRS) has a volatility of 7.17%. This indicates that BK experiences smaller price fluctuations and is considered to be less risky than NTRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BK | NTRS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 7.17% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.96% | 18.32% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.72% | 29.82% | -6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.63% | 29.33% | -4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.11% | 30.34% | -3.23% |
Financials
BK vs. NTRS - Financials Comparison
This section allows you to compare key financial metrics between The Bank of New York Mellon Corporation and Northern Trust Corporation. 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. NTRS - 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%.
NTRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported a gross profit of 2.04B and revenue of 3.58B. Therefore, the gross margin over that period was 57.1%.
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%.
NTRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported an operating income of 619.50M and revenue of 3.58B, resulting in an operating margin of 17.3%.
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%.
NTRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported a net income of 457.60M and revenue of 3.58B, resulting in a net margin of 12.8%.