ITUB vs. BBD
Compare and contrast key facts about Itaú Unibanco Holding S.A. (ITUB) and Banco Bradesco S.A. (BBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITUB or BBD.
Correlation
The correlation between ITUB and BBD is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ITUB vs. BBD - Performance Comparison
Key characteristics
ITUB:
0.50
BBD:
-0.21
ITUB:
0.87
BBD:
-0.08
ITUB:
1.11
BBD:
0.99
ITUB:
0.50
BBD:
-0.10
ITUB:
1.23
BBD:
-0.39
ITUB:
11.39%
BBD:
18.30%
ITUB:
28.08%
BBD:
33.58%
ITUB:
-69.32%
BBD:
-70.86%
ITUB:
-2.15%
BBD:
-62.01%
Fundamentals
ITUB:
$56.39B
BBD:
$21.81B
ITUB:
$0.64
BBD:
$0.26
ITUB:
8.84
BBD:
8.54
ITUB:
1.17
BBD:
0.49
ITUB:
0.42
BBD:
0.28
ITUB:
1.70
BBD:
0.82
ITUB:
$165.03B
BBD:
$64.86B
ITUB:
$213.08B
BBD:
$114.81B
ITUB:
$10.83B
BBD:
$36.99M
Returns By Period
In the year-to-date period, ITUB achieves a 33.89% return, which is significantly higher than BBD's 22.05% return. Over the past 10 years, ITUB has outperformed BBD with an annualized return of 7.07%, while BBD has yielded a comparatively lower -2.43% annualized return.
ITUB
33.89%
0.05%
8.63%
13.03%
18.38%
7.07%
BBD
22.05%
2.41%
-12.12%
-6.44%
-1.75%
-2.43%
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Risk-Adjusted Performance
ITUB vs. BBD — Risk-Adjusted Performance Rank
ITUB
BBD
ITUB vs. BBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) and Banco Bradesco S.A. (BBD). 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
ITUB vs. BBD - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 8.85%, less than BBD's 10.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 8.85% | 9.15% | 3.62% | 4.11% | 3.96% | 4.81% | 8.05% | 6.83% | 3.67% | 4.65% | 8.09% | 3.49% |
BBD Banco Bradesco S.A. | 10.75% | 8.07% | 9.66% | 2.98% | 6.37% | 2.99% | 6.74% | 3.73% | 4.89% | 6.09% | 11.19% | 5.38% |
Drawdowns
ITUB vs. BBD - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.32%, roughly equal to the maximum BBD drawdown of -70.86%. Use the drawdown chart below to compare losses from any high point for ITUB and BBD. For additional features, visit the drawdowns tool.
Volatility
ITUB vs. BBD - Volatility Comparison
The current volatility for Itaú Unibanco Holding S.A. (ITUB) is 10.32%, while Banco Bradesco S.A. (BBD) has a volatility of 12.62%. This indicates that ITUB experiences smaller price fluctuations and is considered to be less risky than BBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ITUB vs. BBD - Financials Comparison
This section allows you to compare key financial metrics between Itaú Unibanco Holding S.A. and Banco Bradesco S.A.. 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