VRT vs SMFG
Comparison between Vertiv Holdings Co - Class A (VRT, Company) and Sumitomo Mitsui Financial Group Inc (SMFG, Company).
VRT is from the Industrials sector, while SMFG is from the Financial Services sector.
5-Year PerformanceVRT has outperformed SMFG, delivering a return of +71.5% compared to +27.4%
VRT vs SMFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VRT vs SMFG - Historical Returns
Returns include dividend reinvestment.
VRT vs SMFG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VRT | SMFG |
|---|---|---|
| 2026 | +93.64% | +10.18% |
| 2025 | +37.14% | +38.85% |
| 2024 | +149.22% | +55.35% |
| 2023 | +261.32% | +24.49% |
| 2022 | -43.93% | +19.20% |
| 2021 | +34.88% | +11.31% |
| 2020 | +66.49% | -11.77% |
| 2019 | +13.13% | +16.07% |
| 2018 | -0.51% | -22.94% |
| 2017 | N/A | +16.68% |
| 2016 | N/A | +5.46% |
| 2015 | N/A | +7.21% |
| 2014 | N/A | -27.28% |
| 2013 | N/A | +43.57% |
| 2012 | N/A | +33.70% |
| 2011 | N/A | -18.79% |
| 2010 | N/A | +26.02% |
| 2009 | N/A | -32.78% |
| 2008 | N/A | -44.70% |
| 2007 | N/A | -28.27% |
| 2006 | N/A | -7.33% |
VRT vs SMFG Drawdown Comparison
The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.
The maximum drawdown for SMFG was -77.26%, occurring on Mar 9, 2009. Recovery took 4587 trading sessions.
The current VRT drawdown is -5.28%. The current SMFG drawdown is -10.00%.
| Rank | VRT | SMFG |
|---|---|---|
| #1 | -71.24% Sep 2, 2021 - Aug 2, 2023 | -77.26% Apr 10, 2006 - Jul 2, 2024 |
| #2 | -61.28% Jan 23, 2025 - Oct 1, 2025 | -25.67% Mar 21, 2025 - Aug 14, 2025 |
| #3 | -58.62% Feb 19, 2020 - Jun 2, 2020 | -21.41% Jul 31, 2024 - Nov 14, 2024 |
| #4 | -36.67% May 24, 2024 - Oct 7, 2024 | -20.12% Feb 13, 2026 - Mar 30, 2026 |
| #5 | -24.78% Oct 29, 2025 - Feb 9, 2026 | -11.11% Jan 31, 2006 - Apr 10, 2006 |
| #6 | -19.68% Nov 21, 2024 - Jan 21, 2025 | -9.68% Aug 15, 2025 - Nov 14, 2025 |
| #7 | -17.43% Jun 8, 2020 - Aug 3, 2020 | -9.28% Dec 3, 2024 - Feb 18, 2025 |
| #8 | -16.62% Oct 12, 2023 - Nov 10, 2023 | -5.40% Feb 19, 2025 - Mar 14, 2025 |
| #9 | -15.19% Mar 25, 2026 - Apr 8, 2026 | -5.38% Nov 14, 2025 - Nov 26, 2025 |
| #10 | -13.12% Apr 11, 2024 - Apr 25, 2024 | -4.13% Dec 15, 2025 - Dec 23, 2025 |
| #11 | -11.71% Oct 22, 2020 - Dec 1, 2020 | -3.94% Jul 23, 2024 - Jul 31, 2024 |
| #12 | -11.52% Feb 23, 2021 - Apr 13, 2021 | -3.32% Jan 15, 2026 - Feb 4, 2026 |
| #13 | -10.91% Sep 1, 2023 - Oct 9, 2023 | -2.69% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -9.88% Feb 14, 2024 - Feb 26, 2024 | -2.52% Nov 14, 2024 - Nov 25, 2024 |
| #15 | -9.24% Dec 8, 2020 - Jan 19, 2021 | -1.88% Dec 24, 2025 - Jan 5, 2026 |
Correlation
Correlation between VRT and SMFG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
VRT vs SMFG dividend yield comparison.
| Year | VRT | SMFG |
|---|---|---|
| 2026 | 0.02% | 0.00% |
| 2025 | 0.11% | 2.84% |
| 2024 | 0.10% | 2.82% |
| 2023 | 0.05% | 3.67% |
| 2022 | 0.07% | 2.11% |
| 2021 | 0.04% | 0.00% |
| 2020 | 0.05% | 5.97% |
| 2019 | 0.00% | 4.61% |
| 2018 | 0.00% | 4.80% |
| 2017 | 0.00% | 3.17% |
| 2016 | 0.00% | 3.63% |
| 2015 | 0.00% | 3.31% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.35% |
| 2012 | 0.00% | 3.37% |
| 2011 | 0.00% | 6.74% |
| 2010 | 0.00% | 0.56% |
| 2008 | 0.00% | 0.74% |
| 2007 | 0.00% | 2.61% |
| 2006 | 0.00% | 0.28% |
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