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 +27.4% compared to +13.3%

SMFG vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMFG(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$143B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	80.38%	56.47%
Sharpe Ratio	1.60	2.07
5Y Beta	1.12	1.00
Industry	Banks - Diversified	N/A
P/E Ratio	15.28	28.24
Forward P/E	12.41	21.85
PEG Ratio	1.36	N/A
Dividend Yield	2.57%	N/A
5Y Dividends CAGR	16.52%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	0.04	3.55
P/B Ratio	1.40	5.29

Market Cap / Net Assets

SMFG

$143B

Winner

SPY

$652B

Expense Ratio

SMFG

N/A

SPY

0.09%

Max Drawdown

SMFG

80.38%

Winner

SPY

56.47%

Sharpe Ratio

SMFG

1.60

Winner

SPY

2.07

5Y Beta

SMFG

1.12

Winner

SPY

1.00

Industry

SMFG

Banks - Diversified

SPY

N/A

P/E Ratio

Winner

SMFG

15.28

SPY

28.24

Forward P/E

Winner

SMFG

12.41

SPY

21.85

PEG Ratio

SMFG

1.36

SPY

N/A

Dividend Yield

SMFG

2.57%

SPY

N/A

5Y Dividends CAGR

Winner

SMFG

16.52%

SPY

5.43%

5Y EPS CAGR

SMFG

N/A

SPY

25.79%

Debt to Equity

SMFG

N/A

SPY

22.35%

P/S Ratio

Winner

SMFG

0.04

SPY

3.55

P/B Ratio

Winner

SMFG

1.40

SPY

5.29

SMFG vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SMFG	SPY
1 month	-0.70%	+9.11%
3 months	-7.67%	+6.59%
6 months	+31.47%	+10.56%
1 year	+56.15%	+32.04%
5 years(CAGR)	+27.37%	+13.35%
10 years(CAGR)	+17.52%	+15.49%
Max(CAGR)	+2.82%	+8.50%

SMFG

-0.70%

Winner

SPY

+9.11%

SMFG

-7.67%

Winner

SPY

+6.59%

Winner

SMFG

+31.47%

SPY

+10.56%

Winner

SMFG

+56.15%

SPY

+32.04%

5Y(CAGR)

Winner

SMFG

+27.37%

SPY

+13.35%

10Y(CAGR)

Winner

SMFG

+17.52%

SPY

+15.49%

Max(CAGR)

SMFG

+2.82%

Winner

SPY

+8.50%

SMFG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMFG	SPY
2026	+10.18%	+8.27%
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%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/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 -10.00%.

Rank	SMFG	SPY
#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 - Mar 30, 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	-4.13% Dec 15, 2025 - Dec 23, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-3.94% Jul 23, 2024 - Jul 31, 2024	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-3.32% Jan 15, 2026 - Feb 4, 2026	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.69% Nov 25, 2024 - Nov 29, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.52% Nov 14, 2024 - Nov 25, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.88% Dec 24, 2025 - Jan 5, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMFG and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (1999 - 2026)

SMFG vs SPY dividend yield comparison.

Year	SMFG	SPY
2026	0.00%	0.24%
2025	2.84%	1.07%
2024	2.82%	1.21%
2023	3.67%	1.40%
2022	2.11%	1.65%
2021	0.00%	1.20%
2020	5.97%	1.52%
2019	4.61%	1.75%
2018	4.80%	2.04%
2017	3.17%	1.80%
2016	3.63%	2.03%
2015	3.31%	2.06%
2014	3.13%	1.87%
2013	3.35%	1.81%
2012	3.37%	2.18%
2011	6.74%	2.05%
2010	0.56%	1.80%
2009	0.00%	1.95%
2008	0.74%	3.02%
2007	2.61%	1.85%
2006	0.28%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%