UOVEY vs. JPM
Compare and contrast key facts about United Overseas Bank Ltd ADR (UOVEY) and JPMorgan Chase & Co. (JPM).
Performance
UOVEY vs. JPM - Performance Comparison
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UOVEY vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UOVEY United Overseas Bank Ltd ADR | 5.00% | 8.71% | 30.56% | -0.12% | 19.27% | 21.72% | -10.55% | 14.12% | -5.10% | 47.64% |
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
UOVEY:
$24.42B
JPM:
$821.79B
UOVEY:
$17.03
JPM:
$20.42
UOVEY:
3.36
JPM:
14.41
UOVEY:
0.69
JPM:
1.59
UOVEY:
1.08
JPM:
3.20
UOVEY:
0.48
JPM:
2.40
UOVEY:
$33.44B
JPM:
$256.52B
UOVEY:
$26.59B
JPM:
$168.20B
UOVEY:
$2.93B
JPM:
$78.84B
Returns By Period
In the year-to-date period, UOVEY achieves a 5.00% return, which is significantly higher than JPM's -8.30% return. Over the past 10 years, UOVEY has underperformed JPM with an annualized return of 12.89%, while JPM has yielded a comparatively higher 20.45% annualized return.
UOVEY
- 1D
- 1.55%
- 1M
- -1.72%
- YTD
- 5.00%
- 6M
- 6.68%
- 1Y
- 8.15%
- 3Y*
- 14.85%
- 5Y*
- 13.73%
- 10Y*
- 12.89%
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
UOVEY vs. JPM — Risk / Return Rank
UOVEY
JPM
UOVEY vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Overseas Bank Ltd ADR (UOVEY) 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.
| UOVEY | JPM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.89 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.28 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.53 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.44 | 4.16 | -2.72 |
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
| UOVEY | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.89 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.69 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.34 | -0.04 |
Correlation
The correlation between UOVEY and JPM is 0.36, 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.
Dividends
UOVEY vs. JPM - Dividend Comparison
UOVEY's dividend yield for the trailing twelve months is around 6.05%, more than JPM's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UOVEY United Overseas Bank Ltd ADR | 6.05% | 6.35% | 4.85% | 5.58% | 3.83% | 3.68% | 2.50% | 4.66% | 4.76% | 3.99% | 8.08% | 5.82% |
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
UOVEY vs. JPM - Drawdown Comparison
The maximum UOVEY drawdown since its inception was -65.99%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for UOVEY and JPM.
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Drawdown Indicators
| UOVEY | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.99% | -76.16% | +10.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.33% | -15.47% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -23.13% | -38.77% | +15.64% |
Max Drawdown (10Y)Largest decline over 10 years | -43.81% | -43.63% | -0.18% |
Current DrawdownCurrent decline from peak | -8.00% | -12.09% | +4.09% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -17.66% | +5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.25% | 5.67% | -0.42% |
Volatility
UOVEY vs. JPM - Volatility Comparison
The current volatility for United Overseas Bank Ltd ADR (UOVEY) is 4.63%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.34%. This indicates that UOVEY 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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Volatility by Period
| UOVEY | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 6.34% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.35% | 17.19% | -5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 25.25% | -7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 24.34% | -6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.68% | 27.38% | -6.70% |
Financials
UOVEY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between United Overseas Bank Ltd ADR 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
UOVEY vs. JPM - Profitability Comparison
UOVEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Overseas Bank Ltd ADR reported a gross profit of 5.75B and revenue of 12.60B. Therefore, the gross margin over that period was 45.7%.
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%.
UOVEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Overseas Bank Ltd ADR reported an operating income of 2.19B and revenue of 12.60B, resulting in an operating margin of 17.4%.
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%.
UOVEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Overseas Bank Ltd ADR reported a net income of 1.85B and revenue of 12.60B, resulting in a net margin of 14.7%.
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%.