BWFG vs. JPM
BWFG (Bankwell Financial Group, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — BWFG in Banks - Regional, JPM in Banks - Diversified. Over the past 10 years, BWFG returned 12.44%/yr vs 21.92%/yr for JPM. At a 0.28 correlation, their price movements are largely independent.
Performance
BWFG vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, BWFG achieves a 23.75% return, which is significantly higher than JPM's 3.87% return. Over the past 10 years, BWFG has underperformed JPM with an annualized return of 12.44%, while JPM has yielded a comparatively higher 21.92% annualized return.
BWFG
- 1D
- 0.14%
- 1M
- 8.01%
- YTD
- 23.75%
- 6M
- 17.21%
- 1Y
- 62.74%
- 3Y*
- 35.23%
- 5Y*
- 18.26%
- 10Y*
- 12.44%
JPM
- 1D
- 1.92%
- 1M
- 8.19%
- YTD
- 3.87%
- 6M
- 3.59%
- 1Y
- 22.88%
- 3Y*
- 36.73%
- 5Y*
- 20.01%
- 10Y*
- 21.92%
BWFG vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWFG Bankwell Financial Group, Inc. | 23.75% | 50.33% | 7.06% | 5.76% | -8.20% | 71.96% | -29.99% | 2.33% | -15.09% | 6.55% |
JPM JPMorgan Chase & Co. | 3.87% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between BWFG and JPM is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Apr 5, 2010 | 0.28 |
The correlation between BWFG and JPM shifts across timeframes, from 0.28 (all time) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BWFG:
$438.88M
JPM:
$926.06B
BWFG:
$5.06
JPM:
$21.08
BWFG:
11.12
JPM:
15.72
BWFG:
0.19
JPM:
1.74
BWFG:
2.11
JPM:
3.25
BWFG:
1.41
JPM:
2.69
BWFG:
$208.27M
JPM:
$285.09B
BWFG:
$84.18M
JPM:
$173.52B
BWFG:
$42.64M
JPM:
$81.46B
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Return for Risk
BWFG vs. JPM — Risk / Return Rank
BWFG
JPM
BWFG vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bankwell Financial Group, Inc. (BWFG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWFG | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.19 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 5.08 | 1.49 | +3.60 |
| Martin ratioReturn relative to average drawdown | 13.24 | 3.50 | +9.74 |
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Drawdowns
BWFG vs. JPM - Drawdown Comparison
The maximum BWFG drawdown since its inception was -64.64%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for BWFG and JPM.
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Drawdown Indicators
| BWFG | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.64% | -76.16% | +11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -15.47% | +3.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -24.42% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -38.80% | -38.77% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -64.64% | -43.63% | -21.01% |
Current DrawdownCurrent decline from peak | 0.00% | -0.59% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -19.86% | -17.61% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.75% | 6.55% | -1.80% |
Volatility
BWFG vs. JPM - Volatility Comparison
The current volatility for Bankwell Financial Group, Inc. (BWFG) is 6.65%, while JPMorgan Chase & Co. (JPM) has a volatility of 7.33%. This indicates that BWFG 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.
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Volatility by Period
| BWFG | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 7.33% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 19.04% | 17.13% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.59% | 22.15% | +3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 24.47% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.84% | 27.44% | +3.40% |
Dividends
BWFG vs. JPM - Dividend Comparison
BWFG's dividend yield for the trailing twelve months is around 1.42%, less than JPM's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWFG Bankwell Financial Group, Inc. | 1.42% | 1.75% | 3.21% | 2.65% | 2.72% | 1.95% | 2.86% | 1.80% | 1.67% | 0.82% | 0.68% | 0.25% |
JPM JPMorgan Chase & Co. | 1.78% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
BWFG vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Bankwell Financial Group, 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
BWFG vs. JPM - Profitability Comparison
BWFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bankwell Financial Group, Inc. reported a gross profit of 0.00 and revenue of 50.54M. Therefore, the gross margin over that period was 0.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
BWFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bankwell Financial Group, Inc. reported an operating income of 0.00 and revenue of 50.54M, resulting in an operating margin of 0.0%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
BWFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bankwell Financial Group, Inc. reported a net income of 11.28M and revenue of 50.54M, resulting in a net margin of 22.3%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
BWFG and JPM have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPM has higher volatility (7.33%) compared to BWFG (6.65%). In terms of maximum drawdown, BWFG dropped -64.64% vs JPM's -76.16%.
BWFG currently has the higher Sharpe Ratio (2.47 vs 1.04), 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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