APO vs. SMFG
APO (Apollo Global Management, Inc.) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — APO in Asset Management, SMFG in Banks - Diversified. Over the past 10 years, APO returned 28.04%/yr vs 18.65%/yr for SMFG. At a 0.31 correlation, their price movements are largely independent.
Performance
APO vs. SMFG - Performance Comparison
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Returns By Period
In the year-to-date period, APO achieves a -11.14% return, which is significantly lower than SMFG's 20.23% return. Over the past 10 years, APO has outperformed SMFG with an annualized return of 28.04%, while SMFG has yielded a comparatively lower 18.65% annualized return.
APO
- 1D
- -0.36%
- 1M
- -3.82%
- YTD
- -11.14%
- 6M
- -6.37%
- 1Y
- -2.88%
- 3Y*
- 22.38%
- 5Y*
- 19.80%
- 10Y*
- 28.04%
SMFG
- 1D
- 0.35%
- 1M
- 8.45%
- YTD
- 20.23%
- 6M
- 23.75%
- 1Y
- 56.18%
- 3Y*
- 45.24%
- 5Y*
- 29.91%
- 10Y*
- 18.65%
APO vs. SMFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | -11.14% | -11.12% | 79.87% | 49.44% | -9.59% | 53.25% | 8.00% | 106.46% | -22.03% | 85.29% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 20.23% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
Correlation
The correlation between APO and SMFG is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2011 | 0.31 |
The correlation between APO and SMFG shifts across timeframes, from 0.18 (1 year) to 0.32 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
APO:
$75.90B
SMFG:
$146.48B
APO:
$3.58
SMFG:
$563.43
APO:
35.61
SMFG:
0.04
APO:
0.09
SMFG:
0.00
APO:
2.58
SMFG:
0.01
APO:
4.09
SMFG:
0.01
APO:
$29.68B
SMFG:
$15.42T
APO:
$26.52B
SMFG:
$8.35T
APO:
$9.28B
SMFG:
$3.54T
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Return for Risk
APO vs. SMFG — Risk / Return Rank
APO
SMFG
APO vs. SMFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apollo Global Management, Inc. (APO) and Sumitomo Mitsui Financial Group, Inc. (SMFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APO | SMFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.64 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.34 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 2.81 | -2.89 |
| Martin ratioReturn relative to average drawdown | -0.17 | 7.98 | -8.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APO | SMFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 2.01 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.05 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.10 | +0.49 |
Drawdowns
APO vs. SMFG - Drawdown Comparison
The maximum APO drawdown since its inception was -56.99%, smaller than the maximum SMFG drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for APO and SMFG.
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Drawdown Indicators
| APO | SMFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.99% | -77.26% | +20.27% |
Max Drawdown (1Y)Largest decline over 1 year | -34.97% | -20.12% | -14.85% |
Max Drawdown (3Y)Largest decline over 3 years | -42.82% | -25.67% | -17.15% |
Max Drawdown (5Y)Largest decline over 5 years | -42.82% | -27.88% | -14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -53.48% | -47.66% | -5.82% |
Current DrawdownCurrent decline from peak | -26.97% | -2.39% | -24.58% |
Average DrawdownAverage peak-to-trough decline | -16.37% | -48.07% | +31.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.62% | 7.06% | +9.56% |
Volatility
APO vs. SMFG - Volatility Comparison
Apollo Global Management, Inc. (APO) has a higher volatility of 8.60% compared to Sumitomo Mitsui Financial Group, Inc. (SMFG) at 7.14%. This indicates that APO's price experiences larger fluctuations and is considered to be riskier than SMFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APO | SMFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.60% | 7.14% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 27.16% | 21.22% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.27% | 28.14% | +7.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.07% | 28.78% | +8.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.82% | 26.91% | +10.91% |
Dividends
APO vs. SMFG - Dividend Comparison
APO's dividend yield for the trailing twelve months is around 1.64%, more than SMFG's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO Apollo Global Management, Inc. | 1.64% | 1.38% | 1.10% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.29% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
APO vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Apollo Global Management, Inc. and Sumitomo Mitsui Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
APO vs. SMFG - Profitability Comparison
APO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported a gross profit of 4.93B and revenue of 4.93B. Therefore, the gross margin over that period was 100.0%.
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 1.37T and revenue of 2.51T. Therefore, the gross margin over that period was 54.6%.
APO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported an operating income of 330.00M and revenue of 4.93B, resulting in an operating margin of 6.7%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 364.07B and revenue of 2.51T, resulting in an operating margin of 14.5%.
APO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apollo Global Management, Inc. reported a net income of -1.91B and revenue of 4.93B, resulting in a net margin of -38.7%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 191.66B and revenue of 2.51T, resulting in a net margin of 7.6%.
Frequently Asked Questions
APO and SMFG have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APO has higher volatility (8.60%) compared to SMFG (7.14%). In terms of maximum drawdown, APO dropped -56.99% vs SMFG's -77.26%.
SMFG currently has the higher Sharpe Ratio (2.01 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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