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SMFG vs SPY

Comparison between Sumitomo Mitsui Financial Group Inc (SMFG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSMFG has outperformed SPY, delivering a return of +31.9% compared to +13.2%

SMFG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SMFG
$145B
Winner
SPY
$784B
Expense Ratio
SMFG
N/A
SPY
0.09%
Max Drawdown
SMFG
80.38%
Winner
SPY
56.47%
Sharpe Ratio
Winner
SMFG
1.74
SPY
1.54
5Y Beta
SMFG
1.10
Winner
SPY
1.00
Industry
SMFG
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
SMFG
11.99
SPY
27.62
Forward P/E
Winner
SMFG
14.62
SPY
21.11
PEG Ratio
SMFG
1.97
SPY
N/A
Dividend Yield
SMFG
2.20%
SPY
N/A
5Y Dividends CAGR
Winner
SMFG
16.52%
SPY
6.00%
5Y EPS CAGR
SMFG
9.55%
Winner
SPY
25.30%
Debt to Equity
Winner
SMFG
0.00%
SPY
31.11%
Free Cash Flow Yield
SMFG
-0.85%
SPY
N/A
P/S Ratio
Winner
SMFG
0.02
SPY
3.49
P/B Ratio
Winner
SMFG
1.49
SPY
5.30

SMFG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMFG
+5.51%
SPY
-1.37%
3M
Winner
SMFG
+22.63%
SPY
+12.22%
6M
Winner
SMFG
+21.88%
SPY
+7.20%
1Y
Winner
SMFG
+65.28%
SPY
+23.58%
5Y(CAGR)
Winner
SMFG
+31.88%
SPY
+13.19%
10Y(CAGR)
Winner
SMFG
+18.42%
SPY
+15.12%
Max(CAGR)
SMFG
+3.36%
Winner
SPY
+8.44%

SMFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMFGSPY
2026+23.14%+7.95%
2025+38.85%+18.00%
2024+55.35%+25.59%
2023+24.49%+26.72%
2022+19.20%-18.64%
2021+11.31%+30.52%
2020-11.77%+17.28%
2019+16.07%+31.09%
2018-22.94%-5.24%
2017+16.68%+20.78%
2016+5.46%+13.59%
2015+7.21%+1.31%
2014-27.28%+14.56%
2013+43.57%+29.00%
2012+33.70%+14.17%
2011-18.79%+0.85%
2010+26.02%+13.14%
2009-32.78%+22.67%
2008-44.70%-36.25%
2007-28.27%+5.32%
2006-7.33%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SMFG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SMFG drawdown is -5.07%. The current SPY drawdown is -3.18%.

RankSMFGSPY
#1-77.26%
Apr 10, 2006 - Jul 2, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.67%
Mar 21, 2025 - Aug 14, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.41%
Jul 31, 2024 - Nov 14, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.12%
Feb 13, 2026 - Jun 11, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.11%
Jan 31, 2006 - Apr 10, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.68%
Aug 15, 2025 - Nov 14, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.28%
Dec 3, 2024 - Feb 18, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.40%
Feb 19, 2025 - Mar 14, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.38%
Nov 14, 2025 - Nov 26, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.07%
Jun 18, 2026 - Jun 23, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.13%
Dec 15, 2025 - Dec 23, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.94%
Jul 23, 2024 - Jul 31, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.32%
Jan 15, 2026 - Feb 4, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.69%
Nov 25, 2024 - Nov 29, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.52%
Nov 14, 2024 - Nov 25, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMFG and SPY is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

SMFG vs SPY dividend yield comparison.

YearSMFGSPY
20260.00%0.50%
20252.84%1.07%
20242.82%1.21%
20233.67%1.40%
20222.11%1.65%
20210.00%1.20%
20205.97%1.52%
20194.61%1.75%
20184.80%2.04%
20173.17%1.80%
20163.63%2.03%
20153.31%2.06%
20143.13%1.87%
20133.35%1.81%
20123.37%2.18%
20116.74%2.05%
20100.56%1.80%
20090.00%1.95%
20080.74%3.02%
20072.61%1.85%
20060.28%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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