WASH vs. JPM
WASH (Washington Trust Bancorp, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both are in the Financial Services sector — WASH in Banks - Regional, JPM in Banks - Diversified. Over the past 10 years, WASH returned 5.60%/yr vs 21.80%/yr for JPM. Their 0.41 correlation means their historical movements had little consistent relationship.
Performance
WASH vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, WASH achieves a 38.88% return, which is significantly higher than JPM's 10.73% return. Over the past 10 years, WASH has underperformed JPM with an annualized return of 5.60%, while JPM has yielded a comparatively higher 21.80% annualized return.
WASH
- 1D
- -0.56%
- 1M
- 9.62%
- 6M
- 17.14%
- YTD
- 38.88%
- 1Y
- 58.34%
- 3Y*
- 15.49%
- 5Y*
- 2.03%
- 10Y*
- 5.60%
- ALL TIME*
- 9.48%
JPM
- 1D
- 0.27%
- 1M
- 5.65%
- 6M
- 16.11%
- YTD
- 10.73%
- 1Y
- 23.90%
- 3Y*
- 33.72%
- 5Y*
- 21.31%
- 10Y*
- 21.80%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.69B | $3.19B | $3.04B | |
| $7.40M | $6.21M | $6.23M |
WASH vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WASH Washington Trust Bancorp, Inc. | 38.88% | 1.69% | 2.68% | -26.09% | -12.49% | 30.86% | -11.78% | 17.70% | -7.75% | -2.21% |
JPM JPMorgan Chase & Co. | 10.73% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between WASH and JPM is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1995 | 0.41 |
The correlation between WASH and JPM shifts across timeframes, from 0.39 (1 year) to 0.56 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WASH:
$743.18M
JPM:
$942.62B
WASH:
$2.74
JPM:
$23.29
WASH:
14.20
JPM:
15.10
WASH:
1.98
JPM:
3.30
WASH:
$378.02M
JPM:
$297.63B
WASH:
$209.71M
JPM:
$186.33B
WASH:
$70.90M
JPM:
$90.84B
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Return for Risk
WASH vs. JPM — Risk / Return Rank
WASH
JPM
WASH vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Trust Bancorp, Inc. (WASH) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WASH | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 1.36 | +1.79 |
| Martin ratioReturn relative to average drawdown | 7.96 | 3.24 | +4.72 |
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Drawdowns
WASH vs. JPM - Drawdown Comparison
The maximum WASH drawdown since its inception was -60.33%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for WASH and JPM.
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Drawdown Indicators
| WASH | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.33% | -76.16% | +15.83% |
Max Drawdown (1Y)Largest decline over 1 year | -17.65% | -15.47% | -2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -32.25% | -24.42% | -7.83% |
Max Drawdown (5Y)Largest decline over 5 years | -60.33% | -38.77% | -21.56% |
Max Drawdown (10Y)Largest decline over 10 years | -60.33% | -43.63% | -16.70% |
Current DrawdownCurrent decline from peak | -12.62% | -1.54% | -11.08% |
Average DrawdownAverage peak-to-trough decline | -17.45% | -17.56% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 6.51% | +0.47% |
Volatility
WASH vs. JPM - Volatility Comparison
Washington Trust Bancorp, Inc. (WASH) has a higher volatility of 11.11% compared to JPMorgan Chase & Co. (JPM) at 6.60%. This indicates that WASH'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
| WASH | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.11% | 6.60% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 27.39% | 16.70% | +10.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.25% | 22.50% | +12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.09% | 24.46% | +9.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.01% | 27.33% | +6.68% |
Dividends
WASH vs. JPM - Dividend Comparison
WASH's dividend yield for the trailing twelve months is around 5.75%, more than JPM's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.71% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
WASH Washington Trust Bancorp, Inc. | 5.75% | 7.58% | 5.36% | 6.92% | 4.62% | 3.73% | 4.58% | 3.72% | 3.70% | 2.89% | 2.60% | 3.44% |
Financials
WASH vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Washington Trust Bancorp, Inc. 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
WASH vs. JPM - Profitability Comparison
WASH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Washington Trust Bancorp, Inc. reported a gross profit of 53.60M and revenue of 92.06M. Therefore, the gross margin over that period was 58.2%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a gross profit of 54.83B and revenue of 82.46B. Therefore, the gross margin over that period was 66.5%.
WASH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Washington Trust Bancorp, Inc. reported an operating income of 16.06M and revenue of 92.06M, resulting in an operating margin of 17.5%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported an operating income of 27.52B and revenue of 82.46B, resulting in an operating margin of 33.4%.
WASH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Washington Trust Bancorp, Inc. reported a net income of 12.60M and revenue of 92.06M, resulting in a net margin of 13.7%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, JPMorgan Chase & Co. reported a net income of 21.16B and revenue of 82.46B, resulting in a net margin of 25.7%.
Frequently Asked Questions
WASH and JPM have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WASH has higher volatility (11.11%) compared to JPM (6.60%). In terms of maximum drawdown, WASH dropped -60.33% vs JPM's -76.16%.
WASH currently has the higher Sharpe Ratio (1.58 vs 0.94), 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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