NTB vs. JPM
Compare and contrast key facts about The Bank of N.T. Butterfield & Son Limited (NTB) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NTB or JPM.
Correlation
The correlation between NTB and JPM is 0.48, 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
NTB vs. JPM - Performance Comparison
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Key characteristics
NTB:
0.85
JPM:
1.09
NTB:
1.37
JPM:
1.77
NTB:
1.18
JPM:
1.26
NTB:
1.51
JPM:
1.43
NTB:
3.58
JPM:
4.82
NTB:
6.32%
JPM:
7.27%
NTB:
26.07%
JPM:
28.66%
NTB:
-69.74%
JPM:
-74.02%
NTB:
0.00%
JPM:
-9.04%
Fundamentals
NTB:
$1.76B
JPM:
$703.33B
NTB:
$4.81
JPM:
$20.37
NTB:
8.54
JPM:
12.42
NTB:
1.96
JPM:
6.90
NTB:
3.01
JPM:
4.17
NTB:
1.66
JPM:
2.12
NTB:
$648.74M
JPM:
$228.61B
NTB:
$496.84M
JPM:
$186.05B
NTB:
$273.82M
JPM:
$104.01B
Returns By Period
In the year-to-date period, NTB achieves a 14.96% return, which is significantly higher than JPM's 6.78% return.
NTB
14.96%
16.45%
11.48%
22.08%
21.38%
N/A
JPM
6.78%
7.15%
8.01%
30.28%
27.41%
17.62%
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Risk-Adjusted Performance
NTB vs. JPM — Risk-Adjusted Performance Rank
NTB
JPM
NTB vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of N.T. Butterfield & Son Limited (NTB) and JPMorgan Chase & Co. (JPM). 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.
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Dividends
NTB vs. JPM - Dividend Comparison
NTB's dividend yield for the trailing twelve months is around 4.28%, more than JPM's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTB The Bank of N.T. Butterfield & Son Limited | 4.28% | 4.82% | 5.50% | 5.90% | 4.62% | 5.65% | 4.75% | 4.85% | 3.53% | 0.32% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 2.00% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
NTB vs. JPM - Drawdown Comparison
The maximum NTB drawdown since its inception was -69.74%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for NTB and JPM. For additional features, visit the drawdowns tool.
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Volatility
NTB vs. JPM - Volatility Comparison
The current volatility for The Bank of N.T. Butterfield & Son Limited (NTB) is 6.78%, while JPMorgan Chase & Co. (JPM) has a volatility of 7.57%. This indicates that NTB experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NTB vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between The Bank of N.T. Butterfield & Son Limited and JPMorgan Chase & Co.. 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
NTB vs. JPM - Profitability Comparison
NTB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported a gross profit of 147.78M and revenue of 147.78M. Therefore, the gross margin over that period was 100.0%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
NTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported an operating income of 54.94M and revenue of 147.78M, resulting in an operating margin of 37.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
NTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported a net income of 53.76M and revenue of 147.78M, resulting in a net margin of 36.4%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.