SMFG vs WELL
Comparison between Sumitomo Mitsui Financial Group Inc (SMFG, Company) and Welltower Inc (WELL, Company).
SMFG is from the Financial Services sector, while WELL is from the Real Estate sector.
5-Year PerformanceSMFG has outperformed WELL, delivering a return of +33.6% compared to +26.2%
SMFG vs WELL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SMFG vs WELL - Historical Returns
Returns include dividend reinvestment.
SMFG vs WELL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SMFG | WELL |
|---|---|---|
| 2026 | +30.70% | +29.33% |
| 2025 | +38.85% | +51.44% |
| 2024 | +55.35% | +42.96% |
| 2023 | +24.49% | +38.80% |
| 2022 | +19.20% | -20.97% |
| 2021 | +11.31% | +43.69% |
| 2020 | -11.77% | -15.80% |
| 2019 | +16.07% | +26.91% |
| 2018 | -22.94% | +14.83% |
| 2017 | +16.68% | +1.35% |
| 2016 | +5.46% | +2.83% |
| 2015 | +7.21% | -7.29% |
| 2014 | -27.28% | +48.60% |
| 2013 | +43.57% | -8.18% |
| 2012 | +33.70% | +16.99% |
| 2011 | -18.79% | +19.29% |
| 2010 | +26.02% | +15.06% |
| 2009 | -32.78% | +19.75% |
| 2008 | -44.70% | -0.55% |
| 2007 | -28.27% | +9.55% |
| 2006 | -7.33% | +32.20% |
| 2005 | N/A | -2.11% |
| 2004 | N/A | +13.85% |
| 2003 | N/A | +43.71% |
| 2002 | N/A | +18.83% |
| 2001 | N/A | +67.80% |
SMFG vs WELL Drawdown Comparison
The maximum drawdown for SMFG was -77.26%, occurring on Mar 9, 2009. Recovery took 4587 trading sessions.
The maximum drawdown for WELL was -63.33%, occurring on Mar 18, 2020. Recovery took 465 trading sessions.
The current SMFG drawdown is -5.47%. The current WELL drawdown is -4.75%.
| Rank | SMFG | WELL |
|---|---|---|
| #1 | -77.26% Apr 10, 2006 - Jul 2, 2024 | -63.33% Sep 4, 2019 - Jul 9, 2021 |
| #2 | -25.67% Mar 21, 2025 - Aug 14, 2025 | -47.44% Aug 11, 2008 - Sep 2, 2010 |
| #3 | -21.41% Jul 31, 2024 - Nov 14, 2024 | -40.78% Mar 29, 2022 - Feb 14, 2024 |
| #4 | -20.12% Feb 13, 2026 - Jun 4, 2026 | -32.93% Jun 26, 2017 - Nov 30, 2018 |
| #5 | -11.11% Jan 31, 2006 - Apr 10, 2006 | -32.32% Jan 16, 2015 - Jul 22, 2016 |
| #6 | -9.68% Aug 15, 2025 - Nov 14, 2025 | -31.78% May 21, 2013 - Nov 28, 2014 |
| #7 | -9.28% Dec 3, 2024 - Feb 18, 2025 | -27.43% Apr 1, 2004 - Jun 14, 2005 |
| #8 | -7.40% Jul 15, 2026 - Aug 20, 2026 | -24.36% Feb 7, 2007 - Mar 20, 2008 |
| #9 | -6.54% Jun 18, 2026 - Jul 6, 2026 | -23.25% Jul 22, 2011 - Dec 22, 2011 |
| #10 | -5.40% Feb 19, 2025 - Mar 14, 2025 | -21.65% Aug 10, 2016 - Jun 19, 2017 |
| #11 | -5.38% Nov 14, 2025 - Nov 26, 2025 | -18.17% Apr 12, 2002 - Apr 23, 2003 |
| #12 | -4.13% Dec 15, 2025 - Dec 23, 2025 | -13.57% May 12, 2008 - Jul 31, 2008 |
| #13 | -3.94% Jul 23, 2024 - Jul 31, 2024 | -13.30% Nov 4, 2010 - Feb 25, 2011 |
| #14 | -3.32% Jan 15, 2026 - Feb 4, 2026 | -13.04% Aug 2, 2005 - Mar 20, 2006 |
| #15 | -2.69% Nov 25, 2024 - Nov 29, 2024 | -12.99% Mar 3, 2025 - Jul 14, 2025 |
Correlation
Correlation between SMFG and WELL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
SMFG vs WELL dividend yield comparison.
| Year | SMFG | WELL |
|---|---|---|
| 2026 | 1.17% | 0.97% |
| 2025 | 2.84% | 1.52% |
| 2024 | 2.82% | 2.03% |
| 2023 | 3.67% | 2.71% |
| 2022 | 2.11% | 3.72% |
| 2021 | 0.00% | 2.84% |
| 2020 | 5.97% | 4.18% |
| 2019 | 4.61% | 4.26% |
| 2018 | 4.80% | 5.01% |
| 2017 | 3.17% | 5.46% |
| 2016 | 3.63% | 5.14% |
| 2015 | 3.31% | 4.85% |
| 2014 | 3.13% | 4.20% |
| 2013 | 3.35% | 5.71% |
| 2012 | 3.37% | 4.83% |
| 2011 | 6.74% | 5.20% |
| 2010 | 0.56% | 5.75% |
| 2009 | 0.00% | 6.14% |
| 2008 | 0.74% | 6.40% |
| 2007 | 2.61% | 5.10% |
| 2006 | 0.28% | 5.26% |
| 2005 | 0.00% | 7.26% |
| 2004 | 0.00% | 6.25% |
| 2003 | 0.00% | 6.50% |
| 2002 | 0.00% | 8.65% |
| 2001 | 0.00% | 9.61% |
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