STT vs. JPM
Compare and contrast key facts about State Street Corporation (STT) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STT or JPM.
Correlation
The correlation between STT and JPM is 0.56, 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
STT vs. JPM - Performance Comparison
Key characteristics
STT:
0.08
JPM:
0.33
STT:
0.27
JPM:
0.62
STT:
1.04
JPM:
1.09
STT:
0.08
JPM:
0.37
STT:
0.38
JPM:
1.55
STT:
5.46%
JPM:
5.91%
STT:
25.65%
JPM:
27.53%
STT:
-82.26%
JPM:
-74.02%
STT:
-24.77%
JPM:
-24.42%
Fundamentals
STT:
$22.01B
JPM:
$587.97B
STT:
$8.21
JPM:
$19.76
STT:
9.29
JPM:
10.64
STT:
0.81
JPM:
6.22
STT:
$11.84B
JPM:
$135.48B
STT:
$11.62B
JPM:
$135.48B
STT:
$2.03B
JPM:
$81.76B
Returns By Period
In the year-to-date period, STT achieves a -21.04% return, which is significantly lower than JPM's -11.28% return. Over the past 10 years, STT has underperformed JPM with an annualized return of 2.99%, while JPM has yielded a comparatively higher 16.39% annualized return.
STT
-21.04%
-16.90%
-11.23%
3.90%
11.48%
2.99%
JPM
-11.28%
-15.88%
0.69%
9.97%
23.58%
16.39%
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Risk-Adjusted Performance
STT vs. JPM — Risk-Adjusted Performance Rank
STT
JPM
STT vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Corporation (STT) 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
STT vs. JPM - Dividend Comparison
STT's dividend yield for the trailing twelve months is around 3.90%, more than JPM's 2.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STT State Street Corporation | 3.90% | 2.18% | 3.41% | 3.09% | 2.34% | 2.86% | 2.50% | 2.82% | 1.64% | 1.85% | 1.99% | 1.48% |
JPM JPMorgan Chase & Co. | 2.40% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
STT vs. JPM - Drawdown Comparison
The maximum STT drawdown since its inception was -82.26%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for STT and JPM. For additional features, visit the drawdowns tool.
Volatility
STT vs. JPM - Volatility Comparison
State Street Corporation (STT) and JPMorgan Chase & Co. (JPM) have volatilities of 13.17% and 12.86%, 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
STT vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between State Street 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