BPOPM vs. BPOP
Compare and contrast key facts about Popular Capital Trust II PFD GTD 6.125% (BPOPM) and Popular, Inc. (BPOP).
Performance
BPOPM vs. BPOP - Performance Comparison
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BPOPM vs. BPOP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPOPM Popular Capital Trust II PFD GTD 6.125% | 0.38% | 3.65% | 8.44% | 6.04% | 2.55% | 9.98% | -0.78% | 18.24% | 14.31% | 7.85% |
BPOP Popular, Inc. | 8.37% | 36.01% | 17.86% | 28.33% | -16.78% | 49.06% | -0.00% | 27.21% | 35.80% | -16.87% |
Fundamentals
BPOPM:
$4.20B
BPOP:
$4.33B
BPOPM:
$2.59B
BPOP:
$2.07B
BPOPM:
$917.07M
BPOP:
$1.05B
Returns By Period
In the year-to-date period, BPOPM achieves a 0.38% return, which is significantly lower than BPOP's 8.37% return. Over the past 10 years, BPOPM has underperformed BPOP with an annualized return of 9.71%, while BPOP has yielded a comparatively higher 20.03% annualized return.
BPOPM
- 1D
- -2.06%
- 1M
- -2.14%
- YTD
- 0.38%
- 6M
- 1.36%
- 1Y
- 1.85%
- 3Y*
- 4.59%
- 5Y*
- 5.17%
- 10Y*
- 9.71%
BPOP
- 1D
- 2.69%
- 1M
- -0.31%
- YTD
- 8.37%
- 6M
- 6.93%
- 1Y
- 48.93%
- 3Y*
- 36.59%
- 5Y*
- 16.71%
- 10Y*
- 20.03%
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Return for Risk
BPOPM vs. BPOP — Risk / Return Rank
BPOPM
BPOP
BPOPM vs. BPOP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Popular Capital Trust II PFD GTD 6.125% (BPOPM) and Popular, Inc. (BPOP). 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.
| BPOPM | BPOP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 1.74 | -1.50 |
Sortino ratioReturn per unit of downside risk | 0.38 | 2.20 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.33 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 3.43 | -2.80 |
Martin ratioReturn relative to average drawdown | 2.20 | 8.47 | -6.27 |
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
| BPOPM | BPOP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 1.74 | -1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.55 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.60 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.12 | +0.16 |
Correlation
The correlation between BPOPM and BPOP is 0.09, 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.
Dividends
BPOPM vs. BPOP - Dividend Comparison
BPOPM's dividend yield for the trailing twelve months is around 6.18%, more than BPOP's 2.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPOPM Popular Capital Trust II PFD GTD 6.125% | 6.18% | 6.11% | 5.96% | 6.09% | 6.07% | 5.87% | 6.08% | 5.68% | 6.33% | 6.78% | 6.82% | 8.75% |
BPOP Popular, Inc. | 2.20% | 2.33% | 2.72% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% |
Drawdowns
BPOPM vs. BPOP - Drawdown Comparison
The maximum BPOPM drawdown since its inception was -71.13%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for BPOPM and BPOP.
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Drawdown Indicators
| BPOPM | BPOP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.13% | -95.72% | +24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -4.22% | -14.68% | +10.46% |
Max Drawdown (5Y)Largest decline over 5 years | -14.37% | -46.27% | +31.90% |
Max Drawdown (10Y)Largest decline over 10 years | -26.12% | -59.03% | +32.91% |
Current DrawdownCurrent decline from peak | -2.30% | -26.36% | +24.06% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -49.01% | +43.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 5.94% | -4.74% |
Volatility
BPOPM vs. BPOP - Volatility Comparison
The current volatility for Popular Capital Trust II PFD GTD 6.125% (BPOPM) is 2.46%, while Popular, Inc. (BPOP) has a volatility of 5.82%. This indicates that BPOPM experiences smaller price fluctuations and is considered to be less risky than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPOPM | BPOP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 5.82% | -3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 20.80% | -14.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.88% | 28.25% | -20.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.74% | 30.32% | -16.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.36% | 33.55% | -17.19% |
Financials
BPOPM vs. BPOP - Financials Comparison
This section allows you to compare key financial metrics between Popular Capital Trust II PFD GTD 6.125% and Popular, Inc.. 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