ERIE vs. JPM
Compare and contrast key facts about Erie Indemnity Company (ERIE) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or JPM.
Correlation
The correlation between ERIE 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.
Performance
ERIE vs. JPM - Performance Comparison
Key characteristics
ERIE:
-0.31
JPM:
1.14
ERIE:
-0.17
JPM:
1.77
ERIE:
0.98
JPM:
1.26
ERIE:
-0.26
JPM:
1.44
ERIE:
-0.49
JPM:
4.84
ERIE:
18.73%
JPM:
7.25%
ERIE:
33.17%
JPM:
28.72%
ERIE:
-50.74%
JPM:
-74.02%
ERIE:
-33.52%
JPM:
-8.90%
Fundamentals
ERIE:
$19.05B
JPM:
$701.75B
ERIE:
$11.77
JPM:
$20.38
ERIE:
30.95
JPM:
12.39
ERIE:
3.05
JPM:
6.68
ERIE:
4.84
JPM:
4.07
ERIE:
9.21
JPM:
2.05
ERIE:
$3.32B
JPM:
$228.61B
ERIE:
$1.70B
JPM:
$186.05B
ERIE:
$525.14M
JPM:
$104.01B
Returns By Period
In the year-to-date period, ERIE achieves a -12.34% return, which is significantly lower than JPM's 6.94% return. Over the past 10 years, ERIE has outperformed JPM with an annualized return of 18.83%, while JPM has yielded a comparatively lower 17.73% annualized return.
ERIE
-12.34%
-5.68%
-14.86%
-10.15%
18.70%
18.83%
JPM
6.94%
16.88%
8.45%
32.56%
25.82%
17.73%
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Risk-Adjusted Performance
ERIE vs. JPM — Risk-Adjusted Performance Rank
ERIE
JPM
ERIE vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) 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
ERIE vs. JPM - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.47%, less than JPM's 1.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.47% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
JPM JPMorgan Chase & Co. | 1.99% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
ERIE vs. JPM - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for ERIE and JPM. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. JPM - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 16.59% compared to JPMorgan Chase & Co. (JPM) at 10.54%. This indicates that ERIE'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
ERIE vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company 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
ERIE vs. JPM - Profitability Comparison
ERIE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported a gross profit of 989.40M and revenue of 989.40M. 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 May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
ERIE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported an operating income of 151.38M and revenue of 989.40M, resulting in an operating margin of 15.3%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
ERIE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Erie Indemnity Company reported a net income of 138.42M and revenue of 989.40M, resulting in a net margin of 14.0%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.