UOVEY vs. JPM
UOVEY (United Overseas Bank Ltd ADR) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — UOVEY in Banks - Regional, JPM in Banks - Diversified. Over the past 10 years, UOVEY returned 13.36%/yr vs 20.04%/yr for JPM. At a 0.36 correlation, their price movements are largely independent.
Performance
UOVEY vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, UOVEY achieves a 12.60% return, which is significantly higher than JPM's -2.59% return. Over the past 10 years, UOVEY has underperformed JPM with an annualized return of 13.36%, while JPM has yielded a comparatively higher 20.04% annualized return.
UOVEY
- 1D
- 0.05%
- 1M
- 6.07%
- YTD
- 12.60%
- 6M
- 15.66%
- 1Y
- 14.50%
- 3Y*
- 19.72%
- 5Y*
- 14.40%
- 10Y*
- 13.36%
JPM
- 1D
- 3.34%
- 1M
- 0.48%
- YTD
- -2.59%
- 6M
- -0.70%
- 1Y
- 19.95%
- 3Y*
- 33.76%
- 5Y*
- 16.21%
- 10Y*
- 20.04%
UOVEY vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UOVEY United Overseas Bank Ltd ADR | 12.60% | 8.71% | 30.56% | -0.12% | 19.27% | 21.72% | -10.55% | 14.12% | -5.10% | 47.64% |
JPM JPMorgan Chase & Co. | -2.59% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between UOVEY and JPM is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.36 |
The correlation between UOVEY and JPM shifts across timeframes, from 0.18 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UOVEY:
$25.68B
JPM:
$868.53B
UOVEY:
$17.03
JPM:
$21.08
UOVEY:
3.53
JPM:
14.75
UOVEY:
0.73
JPM:
1.63
UOVEY:
1.13
JPM:
3.05
UOVEY:
0.50
JPM:
2.52
UOVEY:
$33.44B
JPM:
$285.09B
UOVEY:
$26.59B
JPM:
$173.52B
UOVEY:
$2.93B
JPM:
$81.46B
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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 | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.30 | +0.19 |
| Martin ratioReturn relative to average drawdown | 2.77 | 3.09 | -0.32 |
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 | 1.00 | 0.93 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.67 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.73 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.34 | -0.03 |
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 | -9.80% | -15.47% | +5.67% |
Max Drawdown (3Y)Largest decline over 3 years | -19.21% | -24.42% | +5.21% |
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 | -1.34% | -6.61% | +5.27% |
Average DrawdownAverage peak-to-trough decline | -11.74% | -17.62% | +5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 6.47% | -1.23% |
Volatility
UOVEY vs. JPM - Volatility Comparison
The current volatility for United Overseas Bank Ltd ADR (UOVEY) is 3.21%, while JPMorgan Chase & Co. (JPM) has a volatility of 7.21%. 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 | 3.21% | 7.21% | -4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 17.47% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 21.65% | -7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 24.45% | -6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.58% | 27.39% | -6.81% |
Dividends
UOVEY vs. JPM - Dividend Comparison
UOVEY's dividend yield for the trailing twelve months is around 4.70%, more than JPM's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
UOVEY United Overseas Bank Ltd ADR | 4.70% | 6.35% | 4.85% | 5.58% | 3.83% | 3.68% | 2.50% | 4.66% | 4.76% | 3.99% | 8.08% | 5.82% |
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 Jun 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 Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
UOVEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
UOVEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
UOVEY and JPM have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPM has higher volatility (7.21%) compared to UOVEY (3.21%). In terms of maximum drawdown, UOVEY dropped -65.99% vs JPM's -76.16%.
UOVEY currently has the higher Sharpe Ratio (1.00 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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