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USB vs. BK
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

USB vs. BK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in U.S. Bancorp (USB) and The Bank of New York Mellon Corporation (BK). The values are adjusted to include any dividend payments, if applicable.

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USB vs. BK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USB
U.S. Bancorp
-1.52%16.48%15.62%4.79%-19.13%24.32%-17.85%33.62%-12.36%6.61%
BK
The Bank of New York Mellon Corporation
2.64%54.45%51.90%18.52%-19.14%40.55%-12.91%9.56%-10.85%15.68%

Fundamentals

Market Cap

USB:

$80.93B

BK:

$83.60B

EPS

USB:

$4.86

BK:

$7.82

PE Ratio

USB:

10.69

BK:

15.18

PS Ratio

USB:

1.89

BK:

2.15

PB Ratio

USB:

1.39

BK:

2.12

Total Revenue (TTM)

USB:

$42.86B

BK:

$39.24B

Gross Profit (TTM)

USB:

$26.93B

BK:

$19.86B

EBITDA (TTM)

USB:

$10.29B

BK:

$8.36B

Returns By Period

In the year-to-date period, USB achieves a -1.52% return, which is significantly lower than BK's 2.64% return. Over the past 10 years, USB has underperformed BK with an annualized return of 6.30%, while BK has yielded a comparatively higher 15.29% annualized return.


USB

1D
3.28%
1M
-3.87%
YTD
-1.52%
6M
9.78%
1Y
28.41%
3Y*
18.38%
5Y*
2.96%
10Y*
6.30%

BK

1D
3.00%
1M
-0.39%
YTD
2.64%
6M
9.90%
1Y
44.42%
3Y*
41.57%
5Y*
23.54%
10Y*
15.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

USB vs. BK — Risk / Return Rank

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

USB
USB Risk / Return Rank: 7474
Overall Rank
USB Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
USB Sortino Ratio Rank: 6969
Sortino Ratio Rank
USB Omega Ratio Rank: 7171
Omega Ratio Rank
USB Calmar Ratio Rank: 7676
Calmar Ratio Rank
USB Martin Ratio Rank: 7777
Martin Ratio Rank

BK
BK Risk / Return Rank: 8989
Overall Rank
BK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BK Sortino Ratio Rank: 8585
Sortino Ratio Rank
BK Omega Ratio Rank: 8888
Omega Ratio Rank
BK Calmar Ratio Rank: 8989
Calmar Ratio Rank
BK Martin Ratio Rank: 9191
Martin Ratio Rank
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.

USB vs. BK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for U.S. Bancorp (USB) and The Bank of New York Mellon Corporation (BK). 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.


USBBKDifference

Sharpe ratio

Return per unit of total volatility

1.07

1.89

-0.81

Sortino ratio

Return per unit of downside risk

1.52

2.37

-0.85

Omega ratio

Gain probability vs. loss probability

1.22

1.35

-0.13

Calmar ratio

Return relative to maximum drawdown

1.84

3.59

-1.75

Martin ratio

Return relative to average drawdown

4.80

11.09

-6.28

USB vs. BK - Sharpe Ratio Comparison

The current USB Sharpe Ratio is 1.07, which is lower than the BK Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of USB and BK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USBBKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.89

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.96

-0.86

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.57

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.35

-0.29

Correlation

The correlation between USB and BK is 0.57, 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

USB vs. BK - Dividend Comparison

USB's dividend yield for the trailing twelve months is around 3.96%, more than BK's 1.74% yield.


TTM20252024202320222021202020192018201720162015
USB
U.S. Bancorp
3.96%3.82%4.14%4.46%4.31%3.13%3.61%2.66%2.93%2.16%2.08%2.37%
BK
The Bank of New York Mellon Corporation
1.74%1.72%2.32%3.04%3.12%2.24%2.92%2.34%2.21%1.60%1.52%1.65%

Drawdowns

USB vs. BK - Drawdown Comparison

The maximum USB drawdown since its inception was -92.31%, which is greater than BK's maximum drawdown of -72.28%. Use the drawdown chart below to compare losses from any high point for USB and BK.


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Drawdown Indicators


USBBKDifference

Max Drawdown

Largest peak-to-trough decline

-92.31%

-72.28%

-20.03%

Max Drawdown (1Y)

Largest decline over 1 year

-16.21%

-12.95%

-3.26%

Max Drawdown (5Y)

Largest decline over 5 years

-52.13%

-40.45%

-11.68%

Max Drawdown (10Y)

Largest decline over 10 years

-52.13%

-50.49%

-1.64%

Current Drawdown

Current decline from peak

-13.42%

-7.04%

-6.38%

Average Drawdown

Average peak-to-trough decline

-14.28%

-18.77%

+4.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.21%

4.19%

+2.02%

Volatility

USB vs. BK - Volatility Comparison

U.S. Bancorp (USB) and The Bank of New York Mellon Corporation (BK) have volatilities of 5.57% and 5.35%, 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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Volatility by Period


USBBKDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.57%

5.35%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

16.40%

15.87%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

26.62%

23.69%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.74%

24.62%

+5.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.23%

27.11%

+3.12%

Financials

USB vs. BK - Financials Comparison

This section allows you to compare key financial metrics between U.S. Bancorp and The Bank of New York Mellon Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B6.00B8.00B10.00B12.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
10.98B
8.87B
(USB) Total Revenue
(BK) Total Revenue
Values in USD except per share items

USB vs. BK - Profitability Comparison

The chart below illustrates the profitability comparison between U.S. Bancorp and The Bank of New York Mellon Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
66.9%
58.7%
Portfolio components
USB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, U.S. Bancorp reported a gross profit of 7.34B and revenue of 10.98B. Therefore, the gross margin over that period was 66.9%.

BK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a gross profit of 5.21B and revenue of 8.87B. Therefore, the gross margin over that period was 58.7%.

USB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, U.S. Bancorp reported an operating income of 2.53B and revenue of 10.98B, resulting in an operating margin of 23.1%.

BK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported an operating income of 1.85B and revenue of 8.87B, resulting in an operating margin of 20.8%.

USB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, U.S. Bancorp reported a net income of 2.05B and revenue of 10.98B, resulting in a net margin of 18.7%.

BK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Bank of New York Mellon Corporation reported a net income of 1.46B and revenue of 8.87B, resulting in a net margin of 16.5%.