UBS vs. JPM
Compare and contrast key facts about UBS Group AG (UBS) and JPMorgan Chase & Co. (JPM).
Performance
UBS vs. JPM - Performance Comparison
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UBS vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | -15.63% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
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
UBS:
$129.19B
JPM:
$821.79B
UBS:
$2.27
JPM:
$20.42
UBS:
17.18
JPM:
14.41
UBS:
0.31
JPM:
1.59
UBS:
1.99
JPM:
3.20
UBS:
1.43
JPM:
2.40
UBS:
$65.02B
JPM:
$256.52B
UBS:
$46.85B
JPM:
$168.20B
UBS:
$12.04B
JPM:
$78.84B
Returns By Period
In the year-to-date period, UBS achieves a -15.63% return, which is significantly lower than JPM's -8.30% return. Over the past 10 years, UBS has underperformed JPM with an annualized return of 13.00%, while JPM has yielded a comparatively higher 20.45% annualized return.
UBS
- 1D
- 6.54%
- 1M
- -5.70%
- YTD
- -15.63%
- 6M
- -4.71%
- 1Y
- 33.79%
- 3Y*
- 26.47%
- 5Y*
- 22.80%
- 10Y*
- 13.00%
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%
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Return for Risk
UBS vs. JPM — Risk / Return Rank
UBS
JPM
UBS vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) 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.
| UBS | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.89 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.28 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.53 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.34 | 4.16 | -0.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UBS | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.89 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.69 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.75 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.34 | 0.00 |
Correlation
The correlation between UBS and JPM is 0.58, 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
UBS vs. JPM - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.47%, more than JPM's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.47% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
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
UBS vs. JPM - Drawdown Comparison
The maximum UBS drawdown since its inception was -61.38%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for UBS and JPM.
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Drawdown Indicators
| UBS | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.38% | -76.16% | +14.78% |
Max Drawdown (1Y)Largest decline over 1 year | -26.07% | -15.47% | -10.60% |
Max Drawdown (5Y)Largest decline over 5 years | -33.41% | -38.77% | +5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -61.38% | -43.63% | -17.75% |
Current DrawdownCurrent decline from peak | -20.67% | -12.09% | -8.58% |
Average DrawdownAverage peak-to-trough decline | -19.41% | -17.66% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.93% | 5.67% | +3.26% |
Volatility
UBS vs. JPM - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 10.52% compared to JPMorgan Chase & Co. (JPM) at 6.34%. This indicates that UBS'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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Volatility by Period
| UBS | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.52% | 6.34% | +4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 19.41% | 17.19% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.28% | 25.25% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.16% | 24.34% | +5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.42% | 27.38% | +3.04% |
Financials
UBS vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG 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