BPOPM vs. BPOP
BPOPM (Popular Capital Trust II PFD GTD 6.125%) and BPOP (Popular, Inc.) are both stocks. Over the past 10 years, BPOPM returned 8.02%/yr vs 20.33%/yr for BPOP. At a 0.09 correlation, their price movements are largely independent.
Performance
BPOPM vs. BPOP - Performance Comparison
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Returns By Period
In the year-to-date period, BPOPM achieves a 2.38% return, which is significantly lower than BPOP's 20.25% return. Over the past 10 years, BPOPM has underperformed BPOP with an annualized return of 8.02%, while BPOP has yielded a comparatively higher 20.33% annualized return.
BPOPM
- 1D
- -0.91%
- 1M
- -0.23%
- YTD
- 2.38%
- 6M
- 2.78%
- 1Y
- 6.94%
- 3Y*
- 5.25%
- 5Y*
- 5.31%
- 10Y*
- 8.02%
BPOP
- 1D
- -1.97%
- 1M
- 0.56%
- YTD
- 20.25%
- 6M
- 28.50%
- 1Y
- 43.91%
- 3Y*
- 36.77%
- 5Y*
- 15.91%
- 10Y*
- 20.33%
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% | 2.38% | 3.65% | 8.44% | 6.04% | 2.55% | 9.98% | -0.78% | 18.24% | 14.31% | 7.85% |
BPOP Popular, Inc. | 20.25% | 36.01% | 17.86% | 28.33% | -16.78% | 49.06% | -0.00% | 27.21% | 35.80% | -16.87% |
Correlation
The correlation between BPOPM and BPOP is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2008 | 0.09 |
Fundamentals
BPOPM:
$1.62B
BPOP:
$9.61B
BPOPM:
$13.50
BPOP:
$13.50
BPOPM:
1.85
BPOP:
10.97
BPOPM:
0.20
BPOP:
1.21
BPOPM:
0.38
BPOP:
2.24
BPOPM:
0.26
BPOP:
1.53
BPOPM:
$4.41B
BPOP:
$4.41B
BPOPM:
$3.01B
BPOP:
$3.01B
BPOPM:
$1.10B
BPOP:
$1.10B
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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 | -0.87 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 3.00 | +0.03 |
| Martin ratioReturn relative to average drawdown | 9.70 | 7.88 | +1.83 |
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 | 0.93 | 1.81 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.53 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.13 | +0.16 |
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 | -2.30% | -14.68% | +12.38% |
Max Drawdown (3Y)Largest decline over 3 years | -6.01% | -22.63% | +16.62% |
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 | -1.62% | -18.29% | +16.67% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -48.87% | +42.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 5.59% | -4.87% |
Volatility
BPOPM vs. BPOP - Volatility Comparison
The current volatility for Popular Capital Trust II PFD GTD 6.125% (BPOPM) is 1.48%, while Popular, Inc. (BPOP) has a volatility of 5.68%. 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 | 1.48% | 5.68% | -4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 5.79% | 17.83% | -12.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.47% | 24.41% | -16.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.73% | 30.22% | -16.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 33.54% | -17.38% |
Dividends
BPOPM vs. BPOP - Dividend Comparison
BPOPM's dividend yield for the trailing twelve months is around 6.12%, more than BPOP's 2.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPOP Popular, Inc. | 2.03% | 2.33% | 2.72% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% |
BPOPM Popular Capital Trust II PFD GTD 6.125% | 6.12% | 6.11% | 5.96% | 6.09% | 6.07% | 5.87% | 6.08% | 5.68% | 6.33% | 6.78% | 6.82% | 8.75% |
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
BPOPM vs. BPOP - Profitability Comparison
BPOPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported a gross profit of 835.81M and revenue of 1.11B. Therefore, the gross margin over that period was 75.1%.
BPOP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported a gross profit of 835.81M and revenue of 1.11B. Therefore, the gross margin over that period was 75.1%.
BPOPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported an operating income of 292.61M and revenue of 1.11B, resulting in an operating margin of 26.3%.
BPOP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported an operating income of 292.61M and revenue of 1.11B, resulting in an operating margin of 26.3%.
BPOPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Popular Capital Trust II PFD GTD 6.125% reported a net income of 245.67M and revenue of 1.11B, resulting in a net margin of 22.1%.
BPOP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Popular, Inc. reported a net income of 245.67M and revenue of 1.11B, resulting in a net margin of 22.1%.
Frequently Asked Questions
BPOPM and BPOP have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BPOP has higher volatility (5.68%) compared to BPOPM (1.48%). In terms of maximum drawdown, BPOPM dropped -71.13% vs BPOP's -95.72%.
BPOP currently has the higher Sharpe Ratio (1.81 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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