WTFC vs. JPM
Compare and contrast key facts about Wintrust Financial Corporation (WTFC) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTFC or JPM.
Correlation
The correlation between WTFC and JPM is 0.50, 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.
Performance
WTFC vs. JPM - Performance Comparison
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Key characteristics
WTFC:
0.62
JPM:
1.24
WTFC:
1.15
JPM:
1.82
WTFC:
1.15
JPM:
1.26
WTFC:
0.75
JPM:
1.48
WTFC:
2.16
JPM:
4.97
WTFC:
10.78%
JPM:
7.29%
WTFC:
35.66%
JPM:
28.78%
WTFC:
-83.58%
JPM:
-74.02%
WTFC:
-11.07%
JPM:
-5.47%
Fundamentals
WTFC:
$8.14B
JPM:
$722.70B
WTFC:
$10.12
JPM:
$20.38
WTFC:
12.02
JPM:
12.76
WTFC:
4.57
JPM:
6.90
WTFC:
3.42
JPM:
4.28
WTFC:
1.24
JPM:
2.12
WTFC:
$3.51B
JPM:
$228.61B
WTFC:
$2.77B
JPM:
$186.05B
WTFC:
$887.74M
JPM:
$104.01B
Returns By Period
In the year-to-date period, WTFC achieves a -1.23% return, which is significantly lower than JPM's 10.97% return. Over the past 10 years, WTFC has underperformed JPM with an annualized return of 10.99%, while JPM has yielded a comparatively higher 18.10% annualized return.
WTFC
-1.23%
24.43%
-7.85%
22.12%
32.32%
10.99%
JPM
10.97%
11.35%
11.04%
35.41%
28.26%
18.10%
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Risk-Adjusted Performance
WTFC vs. JPM — Risk-Adjusted Performance Rank
WTFC
JPM
WTFC vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wintrust Financial Corporation (WTFC) 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.
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Dividends
WTFC vs. JPM - Dividend Comparison
WTFC's dividend yield for the trailing twelve months is around 1.56%, less than JPM's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTFC Wintrust Financial Corporation | 1.56% | 1.44% | 1.73% | 1.61% | 1.37% | 1.83% | 1.41% | 1.14% | 0.68% | 0.66% | 0.91% | 0.86% |
JPM JPMorgan Chase & Co. | 1.92% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
WTFC vs. JPM - Drawdown Comparison
The maximum WTFC drawdown since its inception was -83.58%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for WTFC and JPM. For additional features, visit the drawdowns tool.
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Volatility
WTFC vs. JPM - Volatility Comparison
Wintrust Financial Corporation (WTFC) has a higher volatility of 8.86% compared to JPMorgan Chase & Co. (JPM) at 6.09%. This indicates that WTFC'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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Financials
WTFC vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Wintrust Financial Corporation 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
WTFC vs. JPM - Profitability Comparison
WTFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Wintrust Financial Corporation reported a gross profit of 643.11M and revenue of 1.00B. Therefore, the gross margin over that period was 64.1%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a gross profit of 45.31B and revenue of 68.89B. Therefore, the gross margin over that period was 65.8%.
WTFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Wintrust Financial Corporation reported an operating income of 253.06M and revenue of 1.00B, resulting in an operating margin of 25.2%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.89B, resulting in an operating margin of 26.7%.
WTFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Wintrust Financial Corporation reported a net income of 189.04M and revenue of 1.00B, resulting in a net margin of 18.8%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.89B, resulting in a net margin of 21.3%.