EVR vs. JPM
EVR (Evercore Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — EVR in Capital Markets, JPM in Banks - Diversified. Over the past 10 years, EVR returned 23.19%/yr vs 21.80%/yr for JPM. Their 0.55 correlation means they have sometimes moved together and sometimes differently.
Performance
EVR vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, EVR achieves a -5.30% return, which is significantly lower than JPM's 10.73% return. Over the past 10 years, EVR has outperformed JPM with an annualized return of 23.19%, while JPM has yielded a comparatively lower 21.80% annualized return.
EVR
- 1D
- 2.46%
- 1M
- -6.44%
- 6M
- -8.79%
- YTD
- -5.30%
- 1Y
- 10.17%
- 3Y*
- 35.24%
- 5Y*
- 21.56%
- 10Y*
- 23.19%
- ALL TIME*
- 16.05%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $194.28M | $168.85M | $154.35M | |
| $2.69B | $3.19B | $3.04B |
EVR vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | -5.30% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between EVR and JPM is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.59 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2006 | 0.55 |
The correlation between EVR and JPM shifts across timeframes, from 0.47 (1 year) to 0.61 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EVR:
$12.40B
JPM:
$942.62B
EVR:
$17.50
JPM:
$23.29
EVR:
18.32
JPM:
15.10
EVR:
3.19
JPM:
1.67
EVR:
2.88
JPM:
3.30
EVR:
$4.73B
JPM:
$297.63B
EVR:
$4.69B
JPM:
$186.33B
EVR:
$1.04B
JPM:
$90.84B
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Return for Risk
EVR vs. JPM — Risk / Return Rank
EVR
JPM
EVR vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evercore Inc. (EVR) 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.
| EVR | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 1.36 | -1.11 |
| Martin ratioReturn relative to average drawdown | 0.61 | 3.24 | -2.63 |
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Drawdowns
EVR vs. JPM - Drawdown Comparison
The maximum EVR drawdown since its inception was -81.49%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for EVR and JPM.
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Drawdown Indicators
| EVR | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -76.16% | -5.33% |
Max Drawdown (1Y)Largest decline over 1 year | -30.08% | -15.47% | -14.61% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -24.42% | -23.44% |
Max Drawdown (5Y)Largest decline over 5 years | -49.61% | -38.77% | -10.84% |
Max Drawdown (10Y)Largest decline over 10 years | -67.42% | -43.63% | -23.79% |
Current DrawdownCurrent decline from peak | -15.90% | -1.54% | -14.36% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -17.56% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.41% | 6.51% | +5.90% |
Volatility
EVR vs. JPM - Volatility Comparison
Evercore Inc. (EVR) has a higher volatility of 15.30% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that EVR'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.
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Volatility by Period
| EVR | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.30% | 6.60% | +8.70% |
Volatility (6M)Calculated over the trailing 6-month period | 30.67% | 16.70% | +13.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.94% | 22.50% | +15.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.11% | 24.46% | +11.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.70% | 27.33% | +9.37% |
Dividends
EVR vs. JPM - Dividend Comparison
EVR's dividend yield for the trailing twelve months is around 1.06%, less than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.06% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
EVR vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Evercore 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
EVR vs. JPM - Profitability Comparison
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported a gross profit of 990.20M and revenue of 990.20M. 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 Aug 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported an operating income of 146.58M and revenue of 990.20M, resulting in an operating margin of 14.8%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Evercore Inc. reported a net income of 95.28M and revenue of 990.20M, resulting in a net margin of 9.6%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
EVR and JPM have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVR has higher volatility (15.30%) compared to JPM (6.60%). In terms of maximum drawdown, EVR dropped -81.49% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (0.94 vs 0.20), 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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