JPM vs. ORCL
JPM (JPMorgan Chase & Co.) and ORCL (Oracle Corporation) are both stocks. JPM operates in Banks - Diversified (Financial Services), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, JPM returned 21.02%/yr vs 18.60%/yr for ORCL. At a 0.32 correlation, their price movements are largely independent.
Performance
JPM vs. ORCL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JPM achieves a 0.50% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, JPM has outperformed ORCL with an annualized return of 21.02%, while ORCL has yielded a comparatively lower 18.60% annualized return.
JPM
- 1D
- 2.31%
- 1M
- 7.69%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 23.40%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
JPM vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between JPM and ORCL is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 1986 | 0.32 |
Over the past year, the correlation between JPM and ORCL has dropped to 0.12 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.
Fundamentals
JPM:
$896.00B
ORCL:
$536.74B
JPM:
$21.08
ORCL:
$5.86
JPM:
15.21
ORCL:
31.41
JPM:
1.68
ORCL:
1.29
JPM:
3.14
ORCL:
7.97
JPM:
2.60
ORCL:
12.47
JPM:
$285.09B
ORCL:
$67.36B
JPM:
$173.52B
ORCL:
$79.58B
JPM:
$81.46B
ORCL:
$6.20B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JPM vs. ORCL — Risk / Return Rank
JPM
ORCL
JPM vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and Oracle Corporation (ORCL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JPM | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.04 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.12 | +1.54 |
| Martin ratioReturn relative to average drawdown | 3.36 | -0.20 | +3.55 |
Loading charts...
Drawdowns
JPM vs. ORCL - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for JPM and ORCL.
Loading charts...
Drawdown Indicators
| JPM | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -84.19% | +8.03% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -58.25% | +42.78% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -58.25% | +33.83% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -58.25% | +19.48% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -58.25% | +14.62% |
Current DrawdownCurrent decline from peak | -3.66% | -43.48% | +39.82% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -29.11% | +11.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 35.41% | -28.87% |
Volatility
JPM vs. ORCL - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 6.35%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JPM | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 23.44% | -17.09% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 43.42% | -26.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 65.91% | -44.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 42.16% | -17.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.39% | 35.12% | -7.73% |
Dividends
JPM vs. ORCL - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.84%, more than ORCL's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
JPM vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and Oracle Corporation. 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 ORCL have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to JPM (6.35%). In terms of maximum drawdown, JPM dropped -76.16% vs ORCL's -84.19%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JPM and ORCL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer