JPM vs. DSY.PA
JPM (JPMorgan Chase & Co.) and DSY.PA (Dassault Systèmes SE) are both stocks. JPM operates in Banks - Diversified (Financial Services), while DSY.PA operates in Software - Application (Technology). Over the past 10 years, JPM returned 20.32%/yr vs 5.97%/yr for DSY.PA. At a 0.19 correlation, their price movements are largely independent.
Performance
JPM vs. DSY.PA - Performance Comparison
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Different Trading Currencies
JPM is traded in USD, while DSY.PA is traded in EUR. To make them comparable, the DSY.PA values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JPM achieves a -2.52% return, which is significantly higher than DSY.PA's -16.95% return. Over the past 10 years, JPM has outperformed DSY.PA with an annualized return of 20.32%, while DSY.PA has yielded a comparatively lower 5.97% annualized return.
JPM
- 1D
- -0.40%
- 1M
- 2.98%
- YTD
- -2.52%
- 6M
- -0.35%
- 1Y
- 19.35%
- 3Y*
- 33.18%
- 5Y*
- 16.72%
- 10Y*
- 20.32%
DSY.PA
- 1D
- 0.00%
- 1M
- 0.94%
- YTD
- -16.95%
- 6M
- -14.99%
- 1Y
- -36.88%
- 3Y*
- -18.26%
- 5Y*
- -12.34%
- 10Y*
- 5.97%
JPM vs. DSY.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | -2.52% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
DSY.PA Dassault Systèmes SE | -16.95% | -18.65% | -28.54% | 36.98% | -39.56% | 48.93% | 26.42% | 42.03% | 14.44% | 44.34% |
Correlation
The correlation between JPM and DSY.PA is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since May 28, 2007 | 0.19 |
The correlation between JPM and DSY.PA shifts across timeframes, from 0.05 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JPM vs. DSY.PA — Risk / Return Rank
JPM
DSY.PA
JPM vs. DSY.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Dassault Systèmes SE (DSY.PA). 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.
| JPM | DSY.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.81 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | -0.74 | +1.99 |
| Martin ratioReturn relative to average drawdown | 2.98 | -1.26 | +4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPM | DSY.PA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | -0.96 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.38 | +1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.20 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.45 | -0.11 |
Drawdowns
JPM vs. DSY.PA - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, which is greater than DSY.PA's maximum drawdown of -69.54%. Use the drawdown chart below to compare losses from any high point for JPM and DSY.PA.
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Drawdown Indicators
| JPM | DSY.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -69.54% | -6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -49.78% | +34.31% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -63.50% | +39.08% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -69.54% | +30.77% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -69.54% | +25.91% |
Current DrawdownCurrent decline from peak | -6.55% | -62.54% | +55.99% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -15.44% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 29.17% | -22.67% |
Volatility
JPM vs. DSY.PA - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 6.40%, while Dassault Systèmes SE (DSY.PA) has a volatility of 13.74%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than DSY.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | DSY.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 13.74% | -7.34% |
Volatility (6M)Calculated over the trailing 6-month period | 17.38% | 34.43% | -17.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 38.30% | -16.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.45% | 31.89% | -7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 29.54% | -2.14% |
Dividends
JPM vs. DSY.PA - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.90%, more than DSY.PA's 1.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | 1.37% | 1.09% | 0.69% | 0.47% | 0.51% | 1.07% | 2.11% | 2.22% | 2.80% | 2.99% | 3.25% | 2.92% |
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
JPM vs. DSY.PA - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Dassault Systèmes SE. 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
Frequently Asked Questions
JPM and DSY.PA have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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