JPM vs. UBS
Compare and contrast key facts about JPMorgan Chase & Co. (JPM) and UBS Group AG (UBS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPM or UBS.
Correlation
The correlation between JPM and UBS is 0.59, 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
JPM vs. UBS - Performance Comparison
Key characteristics
JPM:
1.06
UBS:
0.12
JPM:
1.57
UBS:
0.38
JPM:
1.23
UBS:
1.05
JPM:
1.23
UBS:
0.14
JPM:
4.46
UBS:
0.52
JPM:
6.75%
UBS:
7.22%
JPM:
28.47%
UBS:
30.47%
JPM:
-74.02%
UBS:
-59.81%
JPM:
-17.70%
UBS:
-21.61%
Fundamentals
JPM:
$644.64B
UBS:
$88.60B
JPM:
$20.39
UBS:
$1.52
JPM:
11.38
UBS:
18.16
JPM:
6.34
UBS:
0.40
JPM:
3.82
UBS:
1.84
JPM:
1.95
UBS:
1.04
JPM:
$204.37B
UBS:
$34.38B
JPM:
$180.79B
UBS:
$34.38B
JPM:
$100.17B
UBS:
$7.20B
Returns By Period
In the year-to-date period, JPM achieves a -3.39% return, which is significantly higher than UBS's -7.50% return. Over the past 10 years, JPM has outperformed UBS with an annualized return of 17.08%, while UBS has yielded a comparatively lower 8.85% annualized return.
JPM
-3.39%
-4.65%
3.85%
26.10%
24.22%
17.08%
UBS
-7.50%
-14.34%
-13.25%
3.93%
31.60%
8.85%
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Risk-Adjusted Performance
JPM vs. UBS — Risk-Adjusted Performance Rank
JPM
UBS
JPM vs. UBS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and UBS Group AG (UBS). 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
JPM vs. UBS - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 2.21%, less than UBS's 5.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 2.21% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
UBS UBS Group AG | 5.43% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% |
Drawdowns
JPM vs. UBS - Drawdown Comparison
The maximum JPM drawdown since its inception was -74.02%, which is greater than UBS's maximum drawdown of -59.81%. Use the drawdown chart below to compare losses from any high point for JPM and UBS. For additional features, visit the drawdowns tool.
Volatility
JPM vs. UBS - Volatility Comparison
JPMorgan Chase & Co. (JPM) and UBS Group AG (UBS) have volatilities of 15.41% and 14.93%, 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.
Financials
JPM vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and UBS Group AG. 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