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 0.52, 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
Key characteristics
WTFC:
1.27
JPM:
2.54
WTFC:
2.06
JPM:
3.32
WTFC:
1.24
JPM:
1.50
WTFC:
2.72
JPM:
5.95
WTFC:
6.44
JPM:
17.00
WTFC:
5.76%
JPM:
3.55%
WTFC:
29.22%
JPM:
23.75%
WTFC:
-83.58%
JPM:
-74.02%
WTFC:
-4.84%
JPM:
-0.42%
Fundamentals
WTFC:
$8.76B
JPM:
$740.92B
WTFC:
$10.31
JPM:
$19.76
WTFC:
12.78
JPM:
13.40
WTFC:
4.57
JPM:
4.80
WTFC:
$3.45B
JPM:
$177.39B
WTFC:
$2.93B
JPM:
$177.39B
WTFC:
$222.06M
JPM:
$118.91B
Returns By Period
In the year-to-date period, WTFC achieves a 5.68% return, which is significantly lower than JPM's 11.05% return. Over the past 10 years, WTFC has underperformed JPM with an annualized return of 13.16%, while JPM has yielded a comparatively higher 20.08% annualized return.
WTFC
5.68%
4.65%
20.64%
36.03%
17.72%
13.16%
JPM
11.05%
9.86%
26.20%
56.64%
18.13%
20.08%
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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.
Dividends
WTFC vs. JPM - Dividend Comparison
WTFC's dividend yield for the trailing twelve months is around 1.37%, less than JPM's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTFC Wintrust Financial Corporation | 1.37% | 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. | 1.81% | 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.
Volatility
WTFC vs. JPM - Volatility Comparison
Wintrust Financial Corporation (WTFC) has a higher volatility of 6.71% compared to JPMorgan Chase & Co. (JPM) at 4.54%. 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.
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