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:
-0.15
JPM:
2.62
ITUB:
-0.02
JPM:
3.39
ITUB:
1.00
JPM:
1.51
ITUB:
-0.14
JPM:
6.15
ITUB:
-0.31
JPM:
17.59
ITUB:
12.87%
JPM:
3.54%
ITUB:
27.21%
JPM:
23.80%
ITUB:
-69.31%
JPM:
-74.02%
ITUB:
-10.08%
JPM:
-0.11%
Fundamentals
ITUB:
$54.03B
JPM:
$773.79B
ITUB:
$0.75
JPM:
$19.76
ITUB:
8.12
JPM:
14.00
ITUB:
0.93
JPM:
7.51
ITUB:
$156.29B
JPM:
$177.39B
ITUB:
$204.34B
JPM:
$177.39B
ITUB:
$10.50B
JPM:
$118.91B
Returns By Period
In the year-to-date period, ITUB achieves a 22.92% return, which is significantly higher than JPM's 15.98% return. Over the past 10 years, ITUB has underperformed JPM with an annualized return of 5.72%, while JPM has yielded a comparatively higher 19.78% annualized return.
ITUB
22.92%
13.68%
-7.81%
-5.68%
3.60%
5.72%
JPM
15.98%
9.61%
30.73%
57.29%
18.40%
19.78%
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 7.60%, more than JPM's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 7.60% | 9.29% | 3.63% | 4.10% | 3.96% | 4.85% | 8.05% | 6.84% | 3.68% | 4.67% | 8.23% | 3.51% |
JPM JPMorgan Chase & Co. | 1.74% | 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 -69.31%, 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
Itaú Unibanco Holding S.A. (ITUB) has a higher volatility of 7.08% compared to JPMorgan Chase & Co. (JPM) at 4.22%. This indicates that ITUB'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
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