ARES vs. SMFG
ARES (Ares Management Corporation) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — ARES in Asset Management, SMFG in Banks - Diversified. Over the past 10 years, ARES returned 31.19%/yr vs 19.72%/yr for SMFG. At a 0.26 correlation, their price movements are largely independent.
Performance
ARES vs. SMFG - Performance Comparison
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Returns By Period
In the year-to-date period, ARES achieves a -15.40% return, which is significantly lower than SMFG's 26.23% return. Over the past 10 years, ARES has outperformed SMFG with an annualized return of 31.19%, while SMFG has yielded a comparatively lower 19.72% annualized return.
ARES
- 1D
- 1.57%
- 1M
- 9.51%
- YTD
- -15.40%
- 6M
- -20.42%
- 1Y
- -17.98%
- 3Y*
- 16.02%
- 5Y*
- 21.68%
- 10Y*
- 31.19%
SMFG
- 1D
- 2.43%
- 1M
- 9.27%
- YTD
- 26.23%
- 6M
- 28.02%
- 1Y
- 63.87%
- 3Y*
- 47.38%
- 5Y*
- 31.41%
- 10Y*
- 19.72%
ARES vs. SMFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | -15.40% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 110.13% | -5.54% | 10.72% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 26.23% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
Correlation
The correlation between ARES and SMFG is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 2, 2014 | 0.26 |
Fundamentals
ARES:
$2.83
SMFG:
¥563.43
ARES:
47.65
SMFG:
6.94
ARES:
1.90
SMFG:
0.55
ARES:
4.71
SMFG:
1.13
ARES:
$6.31B
SMFG:
¥15.42T
ARES:
$4.46B
SMFG:
¥8.35T
ARES:
$2.42B
SMFG:
¥3.54T
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Return for Risk
ARES vs. SMFG — Risk / Return Rank
ARES
SMFG
ARES vs. SMFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARES | SMFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.71 | ||
| Sortino ratioReturn per unit of downside risk | -3.42 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.37 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 3.19 | -3.56 |
| Martin ratioReturn relative to average drawdown | -0.72 | 9.07 | -9.80 |
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Drawdowns
ARES vs. SMFG - Drawdown Comparison
The maximum ARES drawdown since its inception was -49.73%, smaller than the maximum SMFG drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for ARES and SMFG.
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Drawdown Indicators
| ARES | SMFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.73% | -77.26% | +27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -49.05% | -20.12% | -28.93% |
Max Drawdown (3Y)Largest decline over 3 years | -49.73% | -25.67% | -24.06% |
Max Drawdown (5Y)Largest decline over 5 years | -49.73% | -27.88% | -21.85% |
Max Drawdown (10Y)Largest decline over 10 years | -49.73% | -47.66% | -2.07% |
Current DrawdownCurrent decline from peak | -28.77% | 0.00% | -28.77% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -48.03% | +36.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.00% | 7.06% | +17.94% |
Volatility
ARES vs. SMFG - Volatility Comparison
Ares Management Corporation (ARES) has a higher volatility of 11.97% compared to Sumitomo Mitsui Financial Group, Inc. (SMFG) at 7.99%. This indicates that ARES'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
| ARES | SMFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.97% | 7.99% | +3.98% |
Volatility (6M)Calculated over the trailing 6-month period | 35.10% | 21.54% | +13.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.35% | 28.33% | +13.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.37% | 28.82% | +8.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.71% | 26.91% | +9.80% |
Dividends
ARES vs. SMFG - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 4.12%, more than SMFG's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 4.12% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.23% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
Financials
ARES vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Ares Management Corporation 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
ARES vs. SMFG - Profitability Comparison
ARES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a gross profit of 1.47B and revenue of 1.53B. Therefore, the gross margin over that period was 96.1%.
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%.
ARES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported an operating income of 364.95M and revenue of 1.53B, resulting in an operating margin of 23.8%.
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%.
ARES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ares Management Corporation reported a net income of 142.59M and revenue of 1.53B, resulting in a net margin of 9.3%.
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
ARES and SMFG have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARES has higher volatility (11.97%) compared to SMFG (7.99%). In terms of maximum drawdown, ARES dropped -49.73% vs SMFG's -77.26%.
SMFG currently has the higher Sharpe Ratio (2.27 vs -0.44), 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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