JPM vs. XPEV
JPM (JPMorgan Chase & Co.) and XPEV (XPeng Inc.) are both stocks. JPM operates in Banks - Diversified (Financial Services), while XPEV operates in Auto Manufacturers (Consumer Cyclical). Over the past 5 years, JPM returned 17.82%/yr vs -18.98%/yr for XPEV. At a 0.17 correlation, their price movements are largely independent.
Performance
JPM vs. XPEV - Performance Comparison
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Returns By Period
In the year-to-date period, JPM achieves a 0.50% return, which is significantly higher than XPEV's -28.55% 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%
XPEV
- 1D
- 0.21%
- 1M
- -7.23%
- YTD
- -28.55%
- 6M
- -23.70%
- 1Y
- -20.30%
- 3Y*
- 12.09%
- 5Y*
- -18.98%
- 10Y*
- —
JPM vs. XPEV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | 29.43% |
XPEV XPeng Inc. | -28.55% | 71.57% | -18.99% | 46.78% | -80.25% | 17.51% | 85.41% |
Correlation
The correlation between JPM and XPEV 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 | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2020 | 0.17 |
Fundamentals
JPM:
$896.00B
XPEV:
$6.92B
JPM:
$21.08
XPEV:
-CN¥3.15
JPM:
3.14
XPEV:
0.95
JPM:
2.60
XPEV:
1.65
JPM:
$285.09B
XPEV:
CN¥73.56B
JPM:
$173.52B
XPEV:
CN¥14.61B
JPM:
$81.46B
XPEV:
-CN¥3.76B
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Return for Risk
JPM vs. XPEV — Risk / Return Rank
JPM
XPEV
JPM vs. XPEV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Chase & Co. (JPM) and XPeng Inc. (XPEV). 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 | XPEV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.96 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.51 | +1.93 |
| Martin ratioReturn relative to average drawdown | 3.36 | -0.89 | +4.25 |
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Drawdowns
JPM vs. XPEV - Drawdown Comparison
The maximum JPM drawdown since its inception was -76.16%, smaller than the maximum XPEV drawdown of -91.12%. Use the drawdown chart below to compare losses from any high point for JPM and XPEV.
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Drawdown Indicators
| JPM | XPEV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.16% | -91.12% | +14.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.47% | -48.49% | +33.02% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -71.65% | +47.23% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -88.35% | +49.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | — | — |
Current DrawdownCurrent decline from peak | -3.66% | -79.92% | +76.26% |
Average DrawdownAverage peak-to-trough decline | -17.62% | -67.89% | +50.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.54% | 27.68% | -21.14% |
Volatility
JPM vs. XPEV - Volatility Comparison
The current volatility for JPMorgan Chase & Co. (JPM) is 6.35%, while XPeng Inc. (XPEV) has a volatility of 14.02%. This indicates that JPM experiences smaller price fluctuations and is considered to be less risky than XPEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPM | XPEV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 14.02% | -7.67% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 35.62% | -18.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 55.48% | -33.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.46% | 78.68% | -54.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.39% | 83.39% | -56.00% |
Dividends
JPM vs. XPEV - Dividend Comparison
JPM's dividend yield for the trailing twelve months is around 1.84%, while XPEV has not paid dividends to shareholders.
| 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% |
XPEV XPeng Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
JPM vs. XPEV - Financials Comparison
This section allows you to compare key financial metrics between JPMorgan Chase & Co. and XPeng Inc.. 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
JPM vs. XPEV - Profitability Comparison
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
XPEV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, XPeng Inc. reported a gross profit of 2.67B and revenue of 12.95B. Therefore, the gross margin over that period was 20.6%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
XPEV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, XPeng Inc. reported an operating income of -2.10B and revenue of 12.95B, resulting in an operating margin of -16.2%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
XPEV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, XPeng Inc. reported a net income of -1.77B and revenue of 12.95B, resulting in a net margin of -13.7%.
Frequently Asked Questions
JPM and XPEV 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.
XPEV has higher volatility (14.02%) compared to JPM (6.35%). In terms of maximum drawdown, JPM dropped -76.16% vs XPEV's -91.12%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.45), 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.
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