SHEL vs. JPM
Compare and contrast key facts about Shell plc (SHEL) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHEL or JPM.
Key characteristics
| SHEL | JPM | |
|---|---|---|
| YTD Return | 10.10% | 14.08% |
| 1Y Return | 21.65% | 39.39% |
| 3Y Return (Ann) | 28.59% | 10.72% |
| 5Y Return (Ann) | 7.04% | 14.05% |
| 10Y Return (Ann) | 3.95% | 16.41% |
| Sharpe Ratio | 1.11 | 2.51 |
| Daily Std Dev | 18.51% | 16.86% |
| Max Drawdown | -67.46% | -74.02% |
| Current Drawdown | -2.20% | -3.72% |
Fundamentals
| SHEL | JPM | |
|---|---|---|
| Market Cap | $234.25B | $555.72B |
| EPS | $5.70 | $16.56 |
| PE Ratio | 12.85 | 11.68 |
| PEG Ratio | 3.19 | 3.36 |
| Revenue (TTM) | $316.62B | $149.99B |
| Gross Profit (TTM) | $97.31B | $122.31B |
Correlation
The correlation between SHEL and JPM is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SHEL vs. JPM - Performance Comparison
In the year-to-date period, SHEL achieves a 10.10% return, which is significantly lower than JPM's 14.08% return. Over the past 10 years, SHEL has underperformed JPM with an annualized return of 3.95%, while JPM has yielded a comparatively higher 16.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SHEL vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shell plc (SHEL) 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.
Dividends
SHEL vs. JPM - Dividend Comparison
SHEL's dividend yield for the trailing twelve months is around 3.61%, more than JPM's 2.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHEL Shell plc | 3.61% | 3.76% | 3.48% | 3.78% | 5.44% | 6.14% | 5.48% | 4.79% | 5.88% | 6.98% | 4.72% | 4.25% |
JPM JPMorgan Chase & Co. | 2.22% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
SHEL vs. JPM - Drawdown Comparison
The maximum SHEL drawdown since its inception was -67.46%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SHEL and JPM. For additional features, visit the drawdowns tool.
Volatility
SHEL vs. JPM - Volatility Comparison
The current volatility for Shell plc (SHEL) is 4.48%, while JPMorgan Chase & Co. (JPM) has a volatility of 8.06%. This indicates that SHEL 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.
Financials
SHEL vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Shell plc 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