BMO vs. JPM

In the year-to-date period, BMO achieves a 13.17% return, which is significantly higher than JPM's 11.38% return. Over the past 10 years, BMO has underperformed JPM with an annualized return of 10.36%, while JPM has yielded a comparatively higher 18.06% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Bank of Montreal (BMO) 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.

The current BMO Sharpe Ratio is 1.38, which is comparable to the JPM Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of BMO and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMO's dividend yield for the trailing twelve months is around 4.18%, more than JPM's 1.91% yield.

The maximum BMO drawdown since its inception was -68.43%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BMO and JPM.

The current volatility for Bank of Montreal (BMO) is 2.39%, while JPMorgan Chase & Co. (JPM) has a volatility of 5.18%. This indicates that BMO 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.

This section allows you to compare key financial metrics between Bank of Montreal 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.