SMR vs. JPM
SMR (NuScale Power Corporation) and JPM (JPMorgan Chase & Co.) are both stocks. SMR operates in Specialty Industrial Machinery (Industrials), while JPM operates in Banks - Diversified (Financial Services). Over the past 5 years, SMR returned -0.32%/yr vs 17.82%/yr for JPM. At a 0.24 correlation, their price movements are largely independent.
Performance
SMR vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -30.20% return, which is significantly lower than JPM's 0.50% return.
SMR
- 1D
- 3.34%
- 1M
- -11.93%
- YTD
- -30.20%
- 6M
- -46.07%
- 1Y
- -74.52%
- 3Y*
- 5.43%
- 5Y*
- -0.32%
- 10Y*
- —
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%
SMR vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -30.20% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | 4.16% |
Correlation
The correlation between SMR and JPM is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | 0.24 |
Fundamentals
SMR:
$3.16B
JPM:
$896.00B
SMR:
-$2.02
JPM:
$21.08
SMR:
104.42
JPM:
3.14
SMR:
2.71
JPM:
2.60
SMR:
$18.10M
JPM:
$285.09B
SMR:
$4.45M
JPM:
$173.52B
SMR:
-$696.20M
JPM:
$81.46B
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Return for Risk
SMR vs. JPM — Risk / Return Rank
SMR
JPM
SMR vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) 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.
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.
| SMR | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.18 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 1.42 | -2.33 |
| Martin ratioReturn relative to average drawdown | -1.32 | 3.36 | -4.67 |
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Drawdowns
SMR vs. JPM - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for SMR and JPM.
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Drawdown Indicators
| SMR | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -76.16% | -11.31% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -15.47% | -67.39% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -24.42% | -58.44% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -38.77% | -48.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -81.49% | -3.66% | -77.83% |
Average DrawdownAverage peak-to-trough decline | -35.08% | -17.62% | -17.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.39% | 6.54% | +50.85% |
Volatility
SMR vs. JPM - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 28.93% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMR | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.93% | 6.35% | +22.58% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 16.67% | +52.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.59% | 21.76% | +80.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.50% | 24.46% | +69.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.31% | 27.39% | +61.92% |
Dividends
SMR vs. JPM - Dividend Comparison
SMR has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.84%.
| 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% |
SMR NuScale Power Corporation | 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
SMR vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between NuScale Power Corporation 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
Frequently Asked Questions
SMR and JPM have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (28.93%) compared to JPM (6.35%). In terms of maximum drawdown, SMR dropped -87.47% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (1.01 vs -0.74), 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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