HQY vs. JPM
Compare and contrast key facts about HealthEquity, Inc. (HQY) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HQY or JPM.
Correlation
The correlation between HQY and JPM is 0.34, 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
HQY vs. JPM - Performance Comparison
Key characteristics
HQY:
0.01
JPM:
1.06
HQY:
0.28
JPM:
1.57
HQY:
1.04
JPM:
1.23
HQY:
0.01
JPM:
1.23
HQY:
0.04
JPM:
4.46
HQY:
11.00%
JPM:
6.75%
HQY:
40.22%
JPM:
28.47%
HQY:
-60.65%
JPM:
-74.02%
HQY:
-29.96%
JPM:
-17.70%
Fundamentals
HQY:
$7.31B
JPM:
$644.64B
HQY:
$1.09
JPM:
$20.39
HQY:
77.54
JPM:
11.38
HQY:
0.92
JPM:
6.34
HQY:
6.09
JPM:
3.82
HQY:
3.46
JPM:
1.95
HQY:
$1.20B
JPM:
$204.37B
HQY:
$720.73M
JPM:
$180.79B
HQY:
$339.12M
JPM:
$100.17B
Returns By Period
In the year-to-date period, HQY achieves a -16.41% return, which is significantly lower than JPM's -3.39% return. Over the past 10 years, HQY has underperformed JPM with an annualized return of 12.17%, while JPM has yielded a comparatively higher 17.08% annualized return.
HQY
-16.41%
-5.51%
-8.59%
-0.85%
10.49%
12.17%
JPM
-3.39%
-4.65%
3.85%
26.10%
24.22%
17.08%
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Risk-Adjusted Performance
HQY vs. JPM — Risk-Adjusted Performance Rank
HQY
JPM
HQY vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HealthEquity, Inc. (HQY) 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
HQY vs. JPM - Dividend Comparison
HQY has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 2.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HQY HealthEquity, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.21% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
HQY vs. JPM - Drawdown Comparison
The maximum HQY drawdown since its inception was -60.65%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for HQY and JPM. For additional features, visit the drawdowns tool.
Volatility
HQY vs. JPM - Volatility Comparison
HealthEquity, Inc. (HQY) has a higher volatility of 16.86% compared to JPMorgan Chase & Co. (JPM) at 15.41%. This indicates that HQY'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
HQY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between HealthEquity, 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