ITUB vs. JPM
Compare and contrast key facts about Itaú Unibanco Holding S.A. (ITUB) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITUB or JPM.
Correlation
The correlation between ITUB and JPM is 0.40, 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
ITUB vs. JPM - Performance Comparison
Key characteristics
ITUB:
0.50
JPM:
1.10
ITUB:
0.87
JPM:
1.62
ITUB:
1.11
JPM:
1.24
ITUB:
0.50
JPM:
1.28
ITUB:
1.23
JPM:
4.69
ITUB:
11.39%
JPM:
6.66%
ITUB:
28.08%
JPM:
28.44%
ITUB:
-69.32%
JPM:
-74.02%
ITUB:
-2.15%
JPM:
-16.63%
Fundamentals
ITUB:
$56.39B
JPM:
$644.64B
ITUB:
$0.64
JPM:
$20.39
ITUB:
8.84
JPM:
11.38
ITUB:
1.17
JPM:
6.34
ITUB:
0.42
JPM:
3.82
ITUB:
1.70
JPM:
1.95
ITUB:
$165.03B
JPM:
$204.37B
ITUB:
$213.08B
JPM:
$180.79B
ITUB:
$10.83B
JPM:
$100.17B
Returns By Period
In the year-to-date period, ITUB achieves a 33.89% return, which is significantly higher than JPM's -2.13% return. Over the past 10 years, ITUB has underperformed JPM with an annualized return of 7.07%, while JPM has yielded a comparatively higher 17.16% annualized return.
ITUB
33.89%
0.05%
8.63%
13.03%
18.38%
7.07%
JPM
-2.13%
-2.35%
4.09%
27.74%
23.87%
17.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ITUB vs. JPM — Risk-Adjusted Performance Rank
ITUB
JPM
ITUB vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Itaú Unibanco Holding S.A. (ITUB) 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
ITUB vs. JPM - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 8.85%, more than JPM's 2.18% 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% |
JPM JPMorgan Chase & Co. | 2.18% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
ITUB vs. JPM - Drawdown Comparison
The maximum ITUB drawdown since its inception was -69.32%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for ITUB and JPM. For additional features, visit the drawdowns tool.
Volatility
ITUB vs. JPM - Volatility Comparison
The current volatility for Itaú Unibanco Holding S.A. (ITUB) is 10.32%, while JPMorgan Chase & Co. (JPM) has a volatility of 15.36%. This indicates that ITUB 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.
Financials
ITUB vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Itaú Unibanco Holding S.A. 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