PortfoliosLab logoPortfoliosLab logo
FITBI vs. JPM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FITBI vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fifth Third Bancorp (FITBI) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FITBI achieves a 2.29% return, which is significantly higher than JPM's -5.73% return. Over the past 10 years, FITBI has underperformed JPM with an annualized return of 4.85%, while JPM has yielded a comparatively higher 19.77% annualized return.


FITBI

1D
0.08%
1M
1.26%
YTD
2.29%
6M
3.61%
1Y
8.93%
3Y*
9.22%
5Y*
5.40%
10Y*
4.85%

JPM

1D
-0.04%
1M
-2.21%
YTD
-5.73%
6M
-2.68%
1Y
15.18%
3Y*
31.87%
5Y*
15.45%
10Y*
19.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FITBI vs. JPM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FITBI
Fifth Third Bancorp
2.29%9.63%8.78%11.06%-5.97%1.32%8.07%17.73%-3.58%10.64%
JPM
JPMorgan Chase & Co.
-5.73%37.27%44.29%30.63%-12.64%27.75%-5.53%47.26%-6.62%26.76%

Correlation

The correlation between FITBI and JPM is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2013

0.13

The correlation between FITBI and JPM shifts across timeframes, from 0.00 (1 year) to 0.14 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FITBI:

$21.33B

JPM:

$840.48B

EPS

FITBI:

$3.06

JPM:

$21.08

PE Ratio

FITBI:

8.41

JPM:

14.27

PS Ratio

FITBI:

1.34

JPM:

2.95

PB Ratio

FITBI:

0.67

JPM:

2.44

Total Revenue (TTM)

FITBI:

$13.66B

JPM:

$285.09B

Gross Profit (TTM)

FITBI:

$9.10B

JPM:

$173.52B

EBITDA (TTM)

FITBI:

$3.03B

JPM:

$81.46B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FITBI vs. JPM — Risk / Return Rank

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

FITBI
FITBI Risk / Return Rank: 9191
Overall Rank
FITBI Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
FITBI Sortino Ratio Rank: 8989
Sortino Ratio Rank
FITBI Omega Ratio Rank: 9090
Omega Ratio Rank
FITBI Calmar Ratio Rank: 9393
Calmar Ratio Rank
FITBI Martin Ratio Rank: 9292
Martin Ratio Rank

JPM
JPM Risk / Return Rank: 5959
Overall Rank
JPM Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
JPM Sortino Ratio Rank: 5555
Sortino Ratio Rank
JPM Omega Ratio Rank: 5454
Omega Ratio Rank
JPM Calmar Ratio Rank: 6161
Calmar Ratio Rank
JPM Martin Ratio Rank: 6262
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.

FITBI vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fifth Third Bancorp (FITBI) 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.


FITBIJPMDifference
Sharpe ratioReturn per unit of total volatility

+1.49

Sortino ratioReturn per unit of downside risk

+2.00

Omega ratioGain probability vs. loss probability

1.45

1.14

+0.31

Calmar ratioReturn relative to maximum drawdown

5.79

0.99

+4.81

Martin ratioReturn relative to average drawdown

15.06

2.36

+12.71

FITBI vs. JPM - Sharpe Ratio Comparison

The current FITBI Sharpe Ratio is 2.20, which is higher than the JPM Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of FITBI and JPM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


FITBIJPMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.20

0.71

+1.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.64

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.72

-0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.34

+0.15

Drawdowns

FITBI vs. JPM - Drawdown Comparison

The maximum FITBI drawdown since its inception was -34.39%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for FITBI and JPM.


Loading charts...

Drawdown Indicators


FITBIJPMDifference

Max Drawdown

Largest peak-to-trough decline

-34.39%

-76.16%

+41.77%

Max Drawdown (1Y)

Largest decline over 1 year

-1.55%

-15.47%

+13.92%

Max Drawdown (3Y)

Largest decline over 3 years

-5.47%

-24.42%

+18.95%

Max Drawdown (5Y)

Largest decline over 5 years

-19.16%

-38.77%

+19.61%

Max Drawdown (10Y)

Largest decline over 10 years

-34.39%

-43.63%

+9.24%

Current Drawdown

Current decline from peak

-0.08%

-9.63%

+9.55%

Average Drawdown

Average peak-to-trough decline

-3.11%

-17.62%

+14.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.59%

6.46%

-5.87%

Volatility

FITBI vs. JPM - Volatility Comparison

The current volatility for Fifth Third Bancorp (FITBI) is 0.60%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.39%. This indicates that FITBI 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.


Loading charts...

Volatility by Period


FITBIJPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.60%

6.39%

-5.79%

Volatility (6M)

Calculated over the trailing 6-month period

2.11%

17.16%

-15.05%

Volatility (1Y)

Calculated over the trailing 1-year period

4.08%

21.41%

-17.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.59%

24.41%

-12.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.99%

27.37%

-12.38%

Dividends

FITBI vs. JPM - Dividend Comparison

FITBI's dividend yield for the trailing twelve months is around 7.93%, more than JPM's 1.96% yield.


PositionTTM20252024202320222021202020192018201720162015
FITBI
Fifth Third Bancorp
7.93%8.12%9.15%6.50%6.75%5.95%5.69%5.77%6.40%5.81%6.08%5.73%
JPM
JPMorgan Chase & Co.
1.96%1.72%1.92%2.38%2.98%2.34%2.83%2.37%2.54%1.91%2.13%2.54%

Financials

FITBI vs. JPM - Financials Comparison

This section allows you to compare key financial metrics between Fifth Third Bancorp 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


0.0020.00B40.00B60.00B80.00B20222023202420252026
3.87B
73.66B
(FITBI) Total Revenue
(JPM) Total Revenue
Values in USD except per share items

FITBI vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Fifth Third Bancorp 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%20222023202420252026
67.3%
64.3%
Portfolio components
FITBI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fifth Third Bancorp reported a gross profit of 2.60B and revenue of 3.87B. Therefore, the gross margin over that period was 67.3%.

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%.

FITBI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fifth Third Bancorp reported an operating income of 207.00M and revenue of 3.87B, resulting in an operating margin of 5.4%.

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%.

FITBI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fifth Third Bancorp reported a net income of 165.00M and revenue of 3.87B, resulting in a net margin of 4.3%.

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


FITBI and JPM have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPM has higher volatility (6.39%) compared to FITBI (0.60%). In terms of maximum drawdown, FITBI dropped -34.39% vs JPM's -76.16%.

FITBI currently has the higher Sharpe Ratio (2.20 vs 0.71), 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.

Portfolio Optimizer

Find the right allocation for FITBI and JPM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer