BPOP vs. JPM
Compare and contrast key facts about Popular, Inc. (BPOP) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPOP or JPM.
Key characteristics
| BPOP | JPM | |
|---|---|---|
| YTD Return | 9.06% | 13.35% |
| 1Y Return | 67.92% | 45.81% |
| 3Y Return (Ann) | 8.56% | 10.07% |
| 5Y Return (Ann) | 12.08% | 13.74% |
| 10Y Return (Ann) | 14.09% | 16.81% |
| Sharpe Ratio | 2.28 | 2.65 |
| Daily Std Dev | 29.22% | 16.51% |
| Max Drawdown | -95.72% | -74.02% |
| Current Drawdown | -53.76% | -4.33% |
Fundamentals
| BPOP | JPM | |
|---|---|---|
| Market Cap | $6.26B | $555.72B |
| EPS | $7.52 | $16.56 |
| PE Ratio | 11.51 | 11.68 |
| PEG Ratio | 1.75 | 3.36 |
| Revenue (TTM) | $2.57B | $149.99B |
| Gross Profit (TTM) | $2.98B | $122.31B |
Correlation
The correlation between BPOP and JPM is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BPOP vs. JPM - Performance Comparison
In the year-to-date period, BPOP achieves a 9.06% return, which is significantly lower than JPM's 13.35% return. Over the past 10 years, BPOP has underperformed JPM with an annualized return of 14.09%, while JPM has yielded a comparatively higher 16.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BPOP vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Popular, Inc. (BPOP) 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
BPOP vs. JPM - Dividend Comparison
BPOP's dividend yield for the trailing twelve months is around 2.63%, more than JPM's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPOP Popular, Inc. | 2.63% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.23% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
BPOP vs. JPM - Drawdown Comparison
The maximum BPOP drawdown since its inception was -95.72%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for BPOP and JPM. For additional features, visit the drawdowns tool.
Volatility
BPOP vs. JPM - Volatility Comparison
The current volatility for Popular, Inc. (BPOP) is 7.00%, while JPMorgan Chase & Co. (JPM) has a volatility of 8.05%. This indicates that BPOP 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.
Financials
BPOP vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Popular, 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