Correlation
The correlation between SVNLY 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.
SVNLY vs. JPM
Compare and contrast key facts about Svenska Handelsbanken PK (SVNLY) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVNLY or JPM.
Performance
SVNLY vs. JPM - Performance Comparison
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Key characteristics
SVNLY:
1.99
JPM:
1.26
SVNLY:
2.55
JPM:
1.82
SVNLY:
1.41
JPM:
1.26
SVNLY:
4.02
JPM:
1.45
SVNLY:
16.28
JPM:
4.83
SVNLY:
3.77%
JPM:
7.32%
SVNLY:
32.71%
JPM:
28.36%
SVNLY:
-46.62%
JPM:
-74.02%
SVNLY:
-2.64%
JPM:
-5.12%
Fundamentals
SVNLY:
$26.85B
JPM:
$734.71B
SVNLY:
$0.71
JPM:
$20.35
SVNLY:
9.37
JPM:
12.97
SVNLY:
33.74
JPM:
7.18
SVNLY:
0.43
JPM:
4.35
SVNLY:
1.39
JPM:
2.21
SVNLY:
$94.70B
JPM:
$273.42B
SVNLY:
$126.08B
JPM:
$160.72B
SVNLY:
$442.00M
JPM:
$84.16B
Returns By Period
In the year-to-date period, SVNLY achieves a 46.58% return, which is significantly higher than JPM's 11.38% return. Over the past 10 years, SVNLY has underperformed JPM with an annualized return of 6.56%, while JPM has yielded a comparatively higher 18.06% annualized return.
SVNLY
46.58%
2.95%
45.76%
61.51%
23.40%
17.67%
6.56%
JPM
11.38%
6.93%
6.92%
33.31%
29.41%
25.54%
18.06%
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Risk-Adjusted Performance
SVNLY vs. JPM — Risk-Adjusted Performance Rank
SVNLY
JPM
SVNLY vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Svenska Handelsbanken PK (SVNLY) 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
SVNLY vs. JPM - Dividend Comparison
SVNLY's dividend yield for the trailing twelve months is around 10.72%, more than JPM's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVNLY Svenska Handelsbanken PK | 10.72% | 12.17% | 6.94% | 5.29% | 9.20% | 5.67% | 5.48% | 8.33% | 4.09% | 5.09% | 5.24% | 5.39% |
JPM JPMorgan Chase & Co. | 1.91% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
SVNLY vs. JPM - Drawdown Comparison
The maximum SVNLY drawdown since its inception was -46.62%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SVNLY and JPM.
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Volatility
SVNLY vs. JPM - Volatility Comparison
The current volatility for Svenska Handelsbanken PK (SVNLY) is 4.45%, while JPMorgan Chase & Co. (JPM) has a volatility of 5.18%. This indicates that SVNLY 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
SVNLY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Svenska Handelsbanken PK 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
SVNLY vs. JPM - Profitability Comparison
SVNLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Svenska Handelsbanken PK reported a gross profit of 14.81B and revenue of 14.81B. 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 Jun 2025, JPMorgan Chase & Co. reported a gross profit of 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.
SVNLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Svenska Handelsbanken PK reported an operating income of 8.12B and revenue of 14.81B, resulting in an operating margin of 54.9%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.91B, resulting in an operating margin of 26.7%.
SVNLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Svenska Handelsbanken PK reported a net income of 6.32B and revenue of 14.81B, resulting in a net margin of 42.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.91B, resulting in a net margin of 21.3%.