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 0.59, 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
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Key characteristics
STT:
1.02
JPM:
1.20
STT:
1.41
JPM:
1.58
STT:
1.21
JPM:
1.23
STT:
1.03
JPM:
1.25
STT:
3.61
JPM:
4.18
STT:
7.40%
JPM:
7.28%
STT:
28.01%
JPM:
28.46%
STT:
-82.26%
JPM:
-74.02%
STT:
-5.75%
JPM:
-6.18%
Fundamentals
STT:
$27.87B
JPM:
$738.35B
STT:
$8.88
JPM:
$20.37
STT:
11.01
JPM:
13.04
STT:
1.06
JPM:
7.21
STT:
2.13
JPM:
4.38
STT:
1.20
JPM:
2.22
STT:
$13.05B
JPM:
$228.61B
STT:
$12.94B
JPM:
$186.05B
STT:
$2.85B
JPM:
$104.01B
Returns By Period
In the year-to-date period, STT achieves a -1.07% return, which is significantly lower than JPM's 10.13% return. Over the past 10 years, STT has underperformed JPM with an annualized return of 4.86%, while JPM has yielded a comparatively higher 17.85% annualized return.
STT
-1.07%
18.48%
1.89%
28.26%
16.36%
15.23%
4.86%
JPM
10.13%
14.00%
9.65%
33.87%
34.16%
27.38%
17.85%
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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.
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Dividends
STT vs. JPM - Dividend Comparison
STT's dividend yield for the trailing twelve months is around 3.11%, more than JPM's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STT State Street Corporation | 3.11% | 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. | 1.93% | 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.
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Volatility
STT vs. JPM - Volatility Comparison
State Street Corporation (STT) has a higher volatility of 5.65% compared to JPMorgan Chase & Co. (JPM) at 5.38%. This indicates that STT'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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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
STT vs. JPM - Profitability Comparison
STT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, State Street Corporation reported a gross profit of 3.27B and revenue of 3.28B. Therefore, the gross margin over that period was 99.6%.
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%.
STT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, State Street Corporation reported an operating income of 822.00M and revenue of 3.28B, resulting in an operating margin of 25.0%.
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%.
STT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, State Street Corporation reported a net income of 644.00M and revenue of 3.28B, resulting in a net margin of 19.6%.
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%.