SWDBY vs. JPM

Last updated Apr 1, 2026

Compare and contrast key facts about Swedbank AB (SWDBY) and JPMorgan Chase & Co. (JPM).

Performance

SWDBY vs. JPM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Swedbank AB (SWDBY) and JPMorgan Chase & Co. (JPM). The values are adjusted to include any dividend payments, if applicable.

SWDBY vs. JPM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SWDBY Swedbank AB	7.97%	90.26%	5.22%	25.67%	-9.48%	24.29%	28.84%	-26.38%	-0.35%	12.99%
JPM JPMorgan Chase & Co.	-8.30%	37.27%	44.29%	30.63%	-12.64%	27.75%	-5.53%	47.26%	-6.62%	26.76%

Fundamentals

Market Cap SWDBY : $38.47B JPM : $821.79B
EPS SWDBY : $28.89 JPM : $20.42
PE Ratio SWDBY : 1.18 JPM : 14.41
PEG Ratio SWDBY : 0.08 JPM : 1.59
PS Ratio SWDBY : 0.37 JPM : 3.20
PB Ratio SWDBY : 0.17 JPM : 2.40
Total Revenue (TTM) SWDBY : $105.03B JPM : $256.52B
Gross Profit (TTM) SWDBY : $52.02B JPM : $168.20B
EBITDA (TTM) SWDBY : $31.58B JPM : $78.84B

Returns By Period

In the year-to-date period, SWDBY achieves a 7.97% return, which is significantly higher than JPM's -8.30% return. Over the past 10 years, SWDBY has underperformed JPM with an annualized return of 15.47%, while JPM has yielded a comparatively higher 20.45% annualized return.

SWDBY

• 1D: 2.75%
• 1M: -3.02%
• YTD: 7.97%
• 6M: 23.79%
• 1Y: 65.67%
• 3Y*: 38.62%
• 5Y*: 23.77%
• 10Y*: 15.47%

JPM

• 1D: 3.66%
• 1M: -2.04%
• YTD: -8.30%
• 6M: -5.87%
• 1Y: 22.38%
• 3Y*: 34.32%
• 5Y*: 16.79%
• 10Y*: 20.45%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SWDBY vs. JPM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SWDBY

SWDBY Risk / Return Rank: 93
SWDBY Sharpe Ratio Rank: 94
SWDBY Sortino Ratio Rank: 92
SWDBY Omega Ratio Rank: 93
SWDBY Calmar Ratio Rank: 91
SWDBY Martin Ratio Rank: 93

JPM

JPM Risk / Return Rank: 70
JPM Sharpe Ratio Rank: 73
JPM Sortino Ratio Rank: 64
JPM Omega Ratio Rank: 65
JPM Calmar Ratio Rank: 73
JPM Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SWDBY vs. JPM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Swedbank AB (SWDBY) 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.

	SWDBY	JPM	Difference
Sharpe ratio Return per unit of total volatility	2.52	0.89	+1.63
Sortino ratio Return per unit of downside risk	3.06	1.28	+1.78
Omega ratio Gain probability vs. loss probability	1.44	1.18	+0.26
Calmar ratio Return relative to maximum drawdown	4.06	1.53	+2.53
Martin ratio Return relative to average drawdown	14.01	4.16	+9.84
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SWDBY vs. JPM - Sharpe Ratio Comparison

The current SWDBY Sharpe Ratio is 2.52, which is higher than the JPM Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of SWDBY and JPM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SWDBY	JPM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	0.89	+1.63
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.87	0.69	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	0.75	-0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.34	-0.17

Correlation

The correlation between SWDBY and JPM is 0.43, 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.

Dividends

SWDBY vs. JPM - Dividend Comparison

SWDBY's dividend yield for the trailing twelve months is around 9.67%, more than JPM's 1.97% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SWDBY Swedbank AB	9.67%	5.70%	7.49%	4.63%	7.15%	8.58%	5.23%	10.26%	7.05%	12.07%	11.31%	5.97%
JPM JPMorgan Chase & Co.	1.97%	1.72%	1.92%	2.38%	2.98%	2.34%	2.83%	2.37%	2.54%	1.91%	2.13%	2.54%

Drawdowns

SWDBY vs. JPM - Drawdown Comparison

The maximum SWDBY drawdown since its inception was -94.66%, which is greater than JPM's maximum drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for SWDBY and JPM.

Drawdown Indicators

	SWDBY	JPM	Difference
Max Drawdown Largest peak-to-trough decline	-94.66%	-76.16%	-18.50%
Max Drawdown (1Y) Largest decline over 1 year	-14.79%	-15.47%	+0.68%
Max Drawdown (5Y) Largest decline over 5 years	-41.38%	-38.77%	-2.61%
Max Drawdown (10Y) Largest decline over 10 years	-53.67%	-43.63%	-10.04%
Current Drawdown Current decline from peak	-7.14%	-12.09%	+4.95%
Average Drawdown Average peak-to-trough decline	-25.13%	-17.66%	-7.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.29%	5.67%	-1.38%

Volatility

SWDBY vs. JPM - Volatility Comparison

Swedbank AB (SWDBY) has a higher volatility of 11.07% compared to JPMorgan Chase & Co. (JPM) at 6.34%. This indicates that SWDBY'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.

Volatility by Period

	SWDBY	JPM	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.07%	6.34%	+4.73%
Volatility (6M) Calculated over the trailing 6-month period	16.79%	17.19%	-0.40%
Volatility (1Y) Calculated over the trailing 1-year period	26.41%	25.25%	+1.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.57%	24.34%	+3.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.28%	27.38%	+1.90%

Financials

SWDBY vs. JPM - Profitability Comparison

The chart below illustrates the profitability comparison between Swedbank AB and JPMorgan Chase & Co. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SWDBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported a gross profit of 18.06B and revenue of 28.04B. Therefore, the gross margin over that period was 64.4%.

JPM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a gross profit of 41.14B and revenue of 45.80B. Therefore, the gross margin over that period was 89.8%.

SWDBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported an operating income of 9.56B and revenue of 28.04B, resulting in an operating margin of 34.1%.

JPM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported an operating income of 17.16B and revenue of 45.80B, resulting in an operating margin of 37.5%.

SWDBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Swedbank AB reported a net income of 8.16B and revenue of 28.04B, resulting in a net margin of 29.1%.

JPM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, JPMorgan Chase & Co. reported a net income of 13.03B and revenue of 45.80B, resulting in a net margin of 28.4%.