BLK vs. JPM
Compare and contrast key facts about BlackRock, Inc. (BLK) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLK or JPM.
Correlation
The correlation between BLK and JPM is 0.61, 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
BLK vs. JPM - Performance Comparison
Key characteristics
BLK:
0.90
JPM:
1.19
BLK:
1.36
JPM:
1.73
BLK:
1.19
JPM:
1.25
BLK:
0.98
JPM:
1.39
BLK:
3.18
JPM:
4.70
BLK:
7.31%
JPM:
7.23%
BLK:
25.85%
JPM:
28.68%
BLK:
-60.36%
JPM:
-74.02%
BLK:
-13.96%
JPM:
-10.37%
Fundamentals
BLK:
$142.70B
JPM:
$701.75B
BLK:
$41.15
JPM:
$20.38
BLK:
22.37
JPM:
12.39
BLK:
1.98
JPM:
6.68
BLK:
6.81
JPM:
4.07
BLK:
3.03
JPM:
2.05
BLK:
$21.30B
JPM:
$228.61B
BLK:
$14.60B
JPM:
$186.05B
BLK:
$8.00B
JPM:
$104.01B
Returns By Period
In the year-to-date period, BLK achieves a -9.73% return, which is significantly lower than JPM's 5.22% return. Over the past 10 years, BLK has underperformed JPM with an annualized return of 12.38%, while JPM has yielded a comparatively higher 17.53% annualized return.
BLK
-9.73%
12.58%
-9.70%
20.58%
15.91%
12.38%
JPM
5.22%
16.30%
2.09%
33.08%
25.44%
17.53%
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Risk-Adjusted Performance
BLK vs. JPM — Risk-Adjusted Performance Rank
BLK
JPM
BLK vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) 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.
Dividends
BLK vs. JPM - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.23%, more than JPM's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.23% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
JPM JPMorgan Chase & Co. | 2.02% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
BLK vs. JPM - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BLK and JPM. For additional features, visit the drawdowns tool.
Volatility
BLK vs. JPM - Volatility Comparison
BlackRock, Inc. (BLK) has a higher volatility of 12.63% compared to JPMorgan Chase & Co. (JPM) at 10.51%. This indicates that BLK'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.
Financials
BLK vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, 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
BLK vs. JPM - Profitability Comparison
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a gross profit of 3.42B and revenue of 5.28B. Therefore, the gross margin over that period was 64.8%.
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%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported an operating income of 1.70B and revenue of 5.28B, resulting in an operating margin of 32.2%.
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%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a net income of 1.77B and revenue of 5.28B, resulting in a net margin of 33.6%.
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%.