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 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ITUB vs. JPM - Performance Comparison
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Key characteristics
ITUB:
0.80
JPM:
1.24
ITUB:
1.39
JPM:
1.82
ITUB:
1.17
JPM:
1.26
ITUB:
0.91
JPM:
1.48
ITUB:
2.19
JPM:
4.97
ITUB:
11.50%
JPM:
7.29%
ITUB:
28.48%
JPM:
28.78%
ITUB:
-69.33%
JPM:
-74.02%
ITUB:
0.00%
JPM:
-5.47%
Fundamentals
ITUB:
$65.50B
JPM:
$722.70B
ITUB:
$0.67
JPM:
$20.38
ITUB:
9.63
JPM:
12.76
ITUB:
1.17
JPM:
6.90
ITUB:
0.48
JPM:
4.28
ITUB:
1.86
JPM:
2.12
ITUB:
$165.03B
JPM:
$228.61B
ITUB:
$213.08B
JPM:
$186.05B
ITUB:
$10.83B
JPM:
$104.01B
Returns By Period
In the year-to-date period, ITUB achieves a 54.20% return, which is significantly higher than JPM's 10.97% return. Over the past 10 years, ITUB has underperformed JPM with an annualized return of 8.07%, while JPM has yielded a comparatively higher 18.10% annualized return.
ITUB
54.20%
21.08%
28.17%
22.64%
24.22%
8.07%
JPM
10.97%
11.35%
11.04%
35.41%
28.26%
18.10%
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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.
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Dividends
ITUB vs. JPM - Dividend Comparison
ITUB's dividend yield for the trailing twelve months is around 6.26%, more than JPM's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITUB Itaú Unibanco Holding S.A. | 6.26% | 9.03% | 3.65% | 4.28% | 4.03% | 4.75% | 8.01% | 6.81% | 3.64% | 4.73% | 7.99% | 3.36% |
JPM JPMorgan Chase & Co. | 1.92% | 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 -69.33%, 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.
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Volatility
ITUB vs. JPM - Volatility Comparison
Itaú Unibanco Holding S.A. (ITUB) has a higher volatility of 8.41% compared to JPMorgan Chase & Co. (JPM) at 6.09%. 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.
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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
ITUB vs. JPM - Profitability Comparison
ITUB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Itaú Unibanco Holding S.A. reported a gross profit of 42.08B and revenue of 42.08B. Therefore, the gross margin over that period was 100.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
ITUB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Itaú Unibanco Holding S.A. reported an operating income of 9.34B and revenue of 42.08B, resulting in an operating margin of 22.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
ITUB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Itaú Unibanco Holding S.A. reported a net income of 11.41B and revenue of 42.08B, resulting in a net margin of 27.1%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.