Correlation
The correlation between SWDBY and JPM is 0.42, 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.
SWDBY vs. JPM
Compare and contrast key facts about Swedbank AB (SWDBY) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWDBY or JPM.
Performance
SWDBY vs. JPM - Performance Comparison
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Key characteristics
SWDBY:
1.62
JPM:
1.30
SWDBY:
2.16
JPM:
1.79
SWDBY:
1.29
JPM:
1.26
SWDBY:
2.17
JPM:
1.42
SWDBY:
7.45
JPM:
4.75
SWDBY:
5.84%
JPM:
7.32%
SWDBY:
27.47%
JPM:
28.37%
SWDBY:
-94.45%
JPM:
-74.02%
SWDBY:
-0.82%
JPM:
-4.98%
Fundamentals
SWDBY:
$30.23B
JPM:
$737.27B
SWDBY:
$3.22
JPM:
$20.37
SWDBY:
8.25
JPM:
12.94
SWDBY:
0.89
JPM:
7.17
SWDBY:
0.41
JPM:
4.37
SWDBY:
1.42
JPM:
2.21
SWDBY:
$95.05B
JPM:
$228.61B
SWDBY:
$95.05B
JPM:
$186.05B
SWDBY:
$11.75B
JPM:
$104.01B
Returns By Period
In the year-to-date period, SWDBY achieves a 46.69% return, which is significantly higher than JPM's 11.54% return. Over the past 10 years, SWDBY has underperformed JPM with an annualized return of 9.06%, while JPM has yielded a comparatively higher 18.07% annualized return.
SWDBY
46.69%
10.14%
50.65%
44.13%
28.83%
25.19%
9.06%
JPM
11.54%
8.07%
7.04%
36.54%
29.78%
25.57%
18.07%
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Risk-Adjusted Performance
SWDBY vs. JPM — Risk-Adjusted Performance Rank
SWDBY
JPM
SWDBY vs. JPM - Risk-Adjusted Performance 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.
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Dividends
SWDBY vs. JPM - Dividend Comparison
SWDBY's dividend yield for the trailing twelve months is around 7.40%, more than JPM's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWDBY Swedbank AB | 7.40% | 7.49% | 4.64% | 7.15% | 8.53% | 5.23% | 10.28% | 7.05% | 6.23% | 5.22% | 6.17% | 6.19% |
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
SWDBY vs. JPM - Drawdown Comparison
The maximum SWDBY drawdown since its inception was -94.45%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SWDBY and JPM.
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Volatility
SWDBY vs. JPM - Volatility Comparison
Swedbank AB (SWDBY) and JPMorgan Chase & Co. (JPM) have volatilities of 5.04% and 5.17%, 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.
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Financials
SWDBY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Swedbank AB 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
SWDBY vs. JPM - Profitability Comparison
SWDBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Swedbank AB reported a gross profit of 17.17B and revenue of 17.17B. 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 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%.
SWDBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Swedbank AB reported an operating income of 10.13B and revenue of 17.17B, resulting in an operating margin of 59.0%.
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%.
SWDBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Swedbank AB reported a net income of 8.20B and revenue of 17.17B, resulting in a net margin of 47.8%.
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%.