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DBSDY vs. JPM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

DBSDY vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DBS Group Holdings Ltd ADR (DBSDY) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

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DBSDY vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBSDY
DBS Group Holdings Ltd ADR
2.08%44.73%47.43%7.13%8.63%32.34%1.70%18.17%-0.93%63.53%
JPM
JPMorgan Chase & Co.
-8.30%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%

Fundamentals

Market Cap

DBSDY:

$127.19B

JPM:

$821.79B

EPS

DBSDY:

$14.75

JPM:

$20.42

PE Ratio

DBSDY:

12.15

JPM:

14.41

PEG Ratio

DBSDY:

0.94

JPM:

1.59

PS Ratio

DBSDY:

3.51

JPM:

3.20

PB Ratio

DBSDY:

1.85

JPM:

2.40

Total Revenue (TTM)

DBSDY:

$36.24B

JPM:

$256.52B

Gross Profit (TTM)

DBSDY:

$36.24B

JPM:

$168.20B

EBITDA (TTM)

DBSDY:

$9.54B

JPM:

$78.84B

Returns By Period

In the year-to-date period, DBSDY achieves a 2.08% return, which is significantly higher than JPM's -8.30% return. Over the past 10 years, DBSDY has outperformed JPM with an annualized return of 22.24%, while JPM has yielded a comparatively lower 20.45% annualized return.


DBSDY

1D
1.67%
1M
-0.29%
YTD
2.08%
6M
14.52%
1Y
37.64%
3Y*
33.64%
5Y*
23.98%
10Y*
22.24%

JPM

1D
3.66%
1M
-2.04%
YTD
-8.30%
6M
-5.87%
1Y
22.38%
3Y*
34.32%
5Y*
16.79%
10Y*
20.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DBSDY vs. JPM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBSDY
DBSDY Risk / Return Rank: 8787
Overall Rank
DBSDY Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
DBSDY Sortino Ratio Rank: 8686
Sortino Ratio Rank
DBSDY Omega Ratio Rank: 8989
Omega Ratio Rank
DBSDY Calmar Ratio Rank: 7979
Calmar Ratio Rank
DBSDY Martin Ratio Rank: 8888
Martin Ratio Rank

JPM
JPM Risk / Return Rank: 7070
Overall Rank
JPM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 6464
Sortino Ratio Rank
JPM Omega Ratio Rank: 6565
Omega Ratio Rank
JPM Calmar Ratio Rank: 7373
Calmar Ratio Rank
JPM Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DBSDY vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DBS Group Holdings Ltd ADR (DBSDY) 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.


DBSDYJPMDifference

Sharpe ratio

Return per unit of total volatility

1.97

0.89

+1.08

Sortino ratio

Return per unit of downside risk

2.48

1.28

+1.20

Omega ratio

Gain probability vs. loss probability

1.38

1.18

+0.19

Calmar ratio

Return relative to maximum drawdown

2.11

1.53

+0.58

Martin ratio

Return relative to average drawdown

9.38

4.16

+5.21

DBSDY vs. JPM - Sharpe Ratio Comparison

The current DBSDY Sharpe Ratio is 1.97, which is higher than the JPM Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of DBSDY and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DBSDYJPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

0.89

+1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.28

0.69

+0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

0.75

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.34

+0.04

Correlation

The correlation between DBSDY and JPM is 0.37, 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

DBSDY vs. JPM - Dividend Comparison

DBSDY's dividend yield for the trailing twelve months is around 4.33%, more than JPM's 1.97% yield.


TTM20252024202320222021202020192018201720162015
DBSDY
DBS Group Holdings Ltd ADR
4.33%4.42%4.94%6.76%4.09%3.11%2.55%6.59%7.22%3.53%7.42%3.77%
JPM
JPMorgan Chase & Co.
1.97%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%

Drawdowns

DBSDY vs. JPM - Drawdown Comparison

The maximum DBSDY drawdown since its inception was -74.39%, roughly equal to the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for DBSDY and JPM.


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Drawdown Indicators


DBSDYJPMDifference

Max Drawdown

Largest peak-to-trough decline

-74.39%

-76.16%

+1.77%

Max Drawdown (1Y)

Largest decline over 1 year

-17.80%

-15.47%

-2.33%

Max Drawdown (5Y)

Largest decline over 5 years

-22.02%

-38.77%

+16.75%

Max Drawdown (10Y)

Largest decline over 10 years

-43.94%

-43.63%

-0.31%

Current Drawdown

Current decline from peak

-5.25%

-12.09%

+6.84%

Average Drawdown

Average peak-to-trough decline

-15.10%

-17.66%

+2.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.00%

5.67%

-1.67%

Volatility

DBSDY vs. JPM - Volatility Comparison

The current volatility for DBS Group Holdings Ltd ADR (DBSDY) is 5.40%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.34%. This indicates that DBSDY 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


DBSDYJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.40%

6.34%

-0.94%

Volatility (6M)

Calculated over the trailing 6-month period

11.74%

17.19%

-5.45%

Volatility (1Y)

Calculated over the trailing 1-year period

19.21%

25.25%

-6.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.82%

24.34%

-5.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.70%

27.38%

-5.68%

Financials

DBSDY vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between DBS Group Holdings Ltd ADR 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
11.89B
45.80B
(DBSDY) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

DBSDY vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between DBS Group Holdings Ltd ADR and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
100.0%
89.8%
Portfolio components
DBSDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, DBS Group Holdings Ltd ADR reported a gross profit of 11.89B and revenue of 11.89B. Therefore, the gross margin over that period was 100.0%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.

DBSDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, DBS Group Holdings Ltd ADR reported an operating income of 2.70B and revenue of 11.89B, resulting in an operating margin of 22.7%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.

DBSDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, DBS Group Holdings Ltd ADR reported a net income of 2.26B and revenue of 11.89B, resulting in a net margin of 19.0%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.