SMFG vs BAC-P-N

Comparison between Sumitomo Mitsui Financial Group Inc (SMFG, Company) and Bank Of America Corp. PRF PERPETUAL USD Ser LL DpSh11000th (BAC-P-N, Company).

5-Year PerformanceSMFG has outperformed BAC-P-N, delivering a return of +29.0% compared to -0.4%

SMFG vs BAC-P-N - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMFG(COMPANY)	BAC-P-N(COMPANY)
Market Cap	$144B	$143B
Max Drawdown	80.38%	30.20%
Sharpe Ratio	1.70	0.31
5Y Beta	1.10	N/A
Industry	Banks - Diversified	Other
P/E Ratio	11.92	4.60
Forward P/E	12.87	N/A
PEG Ratio	N/A	0.22
Dividend Yield	2.46%	N/A
5Y Dividends CAGR	16.52%	0.01%
5Y EPS CAGR	9.55%	11.43%
Debt to Equity	0.00%	108.41%
Free Cash Flow Yield	0.00%	39.47%

Market Cap

Winner

SMFG

$144B

BAC-P-N

$143B

Max Drawdown

SMFG

80.38%

Winner

BAC-P-N

30.20%

Sharpe Ratio

Winner

SMFG

1.70

BAC-P-N

0.31

5Y Beta

SMFG

1.10

BAC-P-N

N/A

Industry

SMFG

Banks - Diversified

BAC-P-N

Other

P/E Ratio

SMFG

11.92

Winner

BAC-P-N

4.60

Forward P/E

SMFG

12.87

BAC-P-N

N/A

PEG Ratio

SMFG

N/A

BAC-P-N

0.22

Dividend Yield

SMFG

2.46%

BAC-P-N

N/A

5Y Dividends CAGR

Winner

SMFG

16.52%

BAC-P-N

0.01%

5Y EPS CAGR

SMFG

9.55%

Winner

BAC-P-N

11.43%

Debt to Equity

Winner

SMFG

0.00%

BAC-P-N

108.41%

Free Cash Flow Yield

SMFG

0.00%

Winner

BAC-P-N

39.47%

SMFG vs BAC-P-N - Historical Returns

Returns include dividend reinvestment.

Period	SMFG	BAC-P-N
1 month	+7.69%	-2.99%
3 months	-2.31%	-6.02%
6 months	+38.09%	+1.06%
1 year	+58.05%	+6.08%
5 years(CAGR)	+28.95%	-0.41%
10 years(CAGR)	+18.00%	N/A
Max(CAGR)	+3.13%	+2.05%

Winner

SMFG

+7.69%

BAC-P-N

-2.99%

Winner

SMFG

-2.31%

BAC-P-N

-6.02%

Winner

SMFG

+38.09%

BAC-P-N

+1.06%

Winner

SMFG

+58.05%

BAC-P-N

+6.08%

5Y(CAGR)

Winner

SMFG

+28.95%

BAC-P-N

-0.41%

10Y(CAGR)

SMFG

+18.00%

BAC-P-N

N/A

Max(CAGR)

Winner

SMFG

+3.13%

BAC-P-N

+2.05%

SMFG vs BAC-P-N - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SMFG	BAC-P-N
2026	+17.43%	-2.65%
2025	+38.85%	+1.21%
2024	+55.35%	+6.36%
2023	+24.49%	+15.60%
2022	+19.20%	-22.54%
2021	+11.31%	+3.02%
2020	-11.77%	+9.12%
2019	+16.07%	+6.12%
2018	-22.94%	N/A
2017	+16.68%	N/A
2016	+5.46%	N/A
2015	+7.21%	N/A
2014	-27.28%	N/A
2013	+43.57%	N/A
2012	+33.70%	N/A
2011	-18.79%	N/A
2010	+26.02%	N/A
2009	-32.78%	N/A
2008	-44.70%	N/A
2007	-28.27%	N/A
2006	-7.33%	N/A

SMFG vs BAC-P-N Drawdown Comparison

The maximum drawdown for SMFG was -77.26%, occurring on Mar 9, 2009. Recovery took 4587 trading sessions.

The maximum drawdown for BAC-P-N was -28.12%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.

The current SMFG drawdown is -4.07%. The current BAC-P-N drawdown is -8.29%.

Rank	SMFG	BAC-P-N
#1	-77.26% Apr 10, 2006 - Jul 2, 2024	-28.12% Feb 11, 2020 - Jul 21, 2020
#2	-25.67% Mar 21, 2025 - Aug 14, 2025	-24.99% Jun 23, 2021 - Sep 13, 2024
#3	-21.41% Jul 31, 2024 - Nov 14, 2024	-14.88% Sep 26, 2024 - May 21, 2025
#4	-20.12% Feb 13, 2026 - Mar 30, 2026	-5.50% Dec 21, 2020 - Apr 15, 2021
#5	-11.11% Jan 31, 2006 - Apr 10, 2006	-4.27% Aug 20, 2020 - Nov 24, 2020
#6	-9.68% Aug 15, 2025 - Nov 14, 2025	-2.42% Oct 25, 2019 - Dec 11, 2019
#7	-9.28% Dec 3, 2024 - Feb 18, 2025	-2.34% May 5, 2021 - Jun 1, 2021
#8	-5.40% Feb 19, 2025 - Mar 14, 2025	-2.02% Jan 2, 2020 - Feb 3, 2020
#9	-5.38% Nov 14, 2025 - Nov 26, 2025	-1.17% Nov 25, 2020 - Dec 4, 2020
#10	-4.13% Dec 15, 2025 - Dec 23, 2025	-0.62% Apr 27, 2021 - May 5, 2021
#11	-3.94% Jul 23, 2024 - Jul 31, 2024	-0.59% Dec 9, 2020 - Dec 15, 2020
#12	-3.32% Jan 15, 2026 - Feb 4, 2026	-0.56% Sep 12, 2019 - Sep 19, 2019
#13	-2.69% Nov 25, 2024 - Nov 29, 2024	-0.55% Jun 14, 2021 - Jun 22, 2021
#14	-2.52% Nov 14, 2024 - Nov 25, 2024	-0.44% Apr 16, 2021 - Apr 23, 2021
#15	-1.88% Dec 24, 2025 - Jan 5, 2026	-0.44% Jun 4, 2021 - Jun 14, 2021

Correlation

Correlation between SMFG and BAC-P-N is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2006 - 2026)

SMFG vs BAC-P-N dividend yield comparison.

Year	SMFG	BAC-P-N
2026	0.00%	1.55%
2025	2.84%	6.02%
2024	2.82%	5.79%
2023	3.67%	5.81%
2022	2.11%	6.43%
2021	0.00%	4.70%
2020	5.97%	4.58%
2019	4.61%	1.19%
2018	4.80%	0.00%
2017	3.17%	0.00%
2016	3.63%	0.00%
2015	3.31%	0.00%
2014	3.13%	0.00%
2013	3.35%	0.00%
2012	3.37%	0.00%
2011	6.74%	0.00%
2010	0.56%	0.00%
2008	0.74%	0.00%
2007	2.61%	0.00%
2006	0.28%	0.00%