CHV.DE vs. JPM
Compare and contrast key facts about Chevron Corporation (CHV.DE) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHV.DE or JPM.
Key characteristics
| CHV.DE | JPM | |
|---|---|---|
| YTD Return | 12.73% | 19.89% |
| 1Y Return | 8.80% | 52.96% |
| 3Y Return (Ann) | 23.94% | 10.18% |
| 5Y Return (Ann) | 11.57% | 16.03% |
| 10Y Return (Ann) | 7.69% | 17.48% |
| Sharpe Ratio | 0.46 | 3.30 |
| Daily Std Dev | 21.51% | 16.44% |
| Max Drawdown | -54.66% | -74.02% |
| Current Drawdown | -13.86% | 0.00% |
Fundamentals
| CHV.DE | JPM | |
|---|---|---|
| Market Cap | €283.52B | $570.80B |
| EPS | €10.08 | $16.58 |
| PE Ratio | 15.26 | 11.99 |
| PEG Ratio | 4.62 | 3.36 |
| Revenue (TTM) | €192.79B | $150.00B |
| Gross Profit (TTM) | €98.89B | $122.31B |
Correlation
The correlation between CHV.DE and JPM is 0.29, 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
CHV.DE vs. JPM - Performance Comparison
In the year-to-date period, CHV.DE achieves a 12.73% return, which is significantly lower than JPM's 19.89% return. Over the past 10 years, CHV.DE has underperformed JPM with an annualized return of 7.69%, while JPM has yielded a comparatively higher 17.48% 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
CHV.DE vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chevron Corporation (CHV.DE) 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
CHV.DE vs. JPM - Dividend Comparison
CHV.DE's dividend yield for the trailing twelve months is around 4.07%, more than JPM's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHV.DE Chevron Corporation | 4.07% | 4.44% | 3.42% | 5.10% | 7.48% | 4.42% | 4.71% | 4.10% | 3.81% | 5.19% | 4.54% | 4.28% |
JPM JPMorgan Chase & Co. | 2.11% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
CHV.DE vs. JPM - Drawdown Comparison
The maximum CHV.DE drawdown since its inception was -54.66%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for CHV.DE and JPM. For additional features, visit the drawdowns tool.
Volatility
CHV.DE vs. JPM - Volatility Comparison
Chevron Corporation (CHV.DE) has a higher volatility of 5.84% compared to JPMorgan Chase & Co. (JPM) at 4.41%. This indicates that CHV.DE's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CHV.DE vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Chevron Corporation 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