JPM vs. HSBC

In the year-to-date period, JPM achieves a 2.76% return, which is significantly lower than HSBC's 16.73% return. Over the past 10 years, JPM has outperformed HSBC with an annualized return of 17.61%, while HSBC has yielded a comparatively lower 6.71% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and HSBC Holdings plc (HSBC). 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.

The current JPM Sharpe Ratio is 1.04, which is lower than the HSBC Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of JPM and HSBC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPM's dividend yield for the trailing twelve months is around 2.07%, less than HSBC's 5.89% yield.

The maximum JPM drawdown since its inception was -74.02%, roughly equal to the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for JPM and HSBC. For additional features, visit the drawdowns tool.

JPMorgan Chase & Co. (JPM) and HSBC Holdings plc (HSBC) have volatilities of 15.62% and 15.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between JPMorgan Chase & Co. and HSBC Holdings plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.