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 0.33, 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:
1.30
JPM:
2.64
HQY:
1.85
JPM:
3.41
HQY:
1.25
JPM:
1.52
HQY:
1.27
JPM:
6.19
HQY:
5.71
JPM:
17.68
HQY:
7.18%
JPM:
3.54%
HQY:
31.68%
JPM:
23.78%
HQY:
-60.65%
JPM:
-74.02%
HQY:
-1.11%
JPM:
0.00%
Fundamentals
HQY:
$9.81B
JPM:
$782.77B
HQY:
$1.09
JPM:
$19.75
HQY:
103.89
JPM:
14.17
HQY:
1.24
JPM:
7.52
HQY:
$887.96M
JPM:
$177.39B
HQY:
$531.69M
JPM:
$177.39B
HQY:
$254.72M
JPM:
$118.91B
Returns By Period
The year-to-date returns for both stocks are quite close, with HQY having a 18.02% return and JPM slightly lower at 17.39%. Both investments have delivered pretty close results over the past 10 years, with HQY having a 19.34% annualized return and JPM not far ahead at 20.01%.
HQY
18.02%
10.56%
53.15%
39.30%
5.46%
19.34%
JPM
17.39%
8.02%
31.98%
59.95%
18.71%
20.01%
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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 1.71%.
| 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. | 1.71% | 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 6.19% compared to JPMorgan Chase & Co. (JPM) at 4.28%. 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