ASST vs. SMFG

Last updated Jun 30, 2026

ASST (Asset Entities Inc. Class B Common Stock) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. ASST operates in Internet Content & Information (Communication Services), while SMFG operates in Banks - Diversified (Financial Services). Over the past 3 years, ASST returned -59.43%/yr vs 44.31%/yr for SMFG. At a 0.06 correlation, their price movements are largely independent.

Performance

ASST vs. SMFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Asset Entities Inc. Class B Common Stock (ASST) and Sumitomo Mitsui Financial Group, Inc. (SMFG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ASST achieves a -21.27% return, which is significantly lower than SMFG's 22.66% return.

ASST

• 1D: 2.47%
• 1M: -34.24%
• YTD: -21.27%
• 6M: -24.88%
• 1Y: -85.14%
• 3Y*: -59.43%
• 5Y*: —
• 10Y*: —

SMFG

• 1D: -0.50%
• 1M: 7.92%
• YTD: 22.66%
• 6M: 21.15%
• 1Y: 58.82%
• 3Y*: 44.31%
• 5Y*: 31.63%
• 10Y*: 19.40%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ASST vs. SMFG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ASST Asset Entities Inc. Class B Common Stock	-21.27%	50.46%	-84.65%	-89.13%
SMFG Sumitomo Mitsui Financial Group, Inc.	22.66%	38.01%	54.90%	16.21%

Correlation

The correlation between ASST and SMFG is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (All Time) Calculated using the full available price history since Feb 3, 2023	0.06

Fundamentals

Market Cap ASST : $716.14M SMFG : $149.44B
EPS ASST : -$19.16 SMFG : ¥539.55
PS Ratio ASST : 72.97 SMFG : 1.16
Total Revenue (TTM) ASST : $5.73M SMFG : ¥15.42T
Gross Profit (TTM) ASST : -$7.43M SMFG : ¥8.35T
EBITDA (TTM) ASST : -$304.63M SMFG : ¥3.54T

Return for Risk

ASST vs. SMFG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASST

ASST Risk / Return Rank: 18
ASST Sharpe Ratio Rank: 20
ASST Sortino Ratio Rank: 19
ASST Omega Ratio Rank: 21
ASST Calmar Ratio Rank: 8
ASST Martin Ratio Rank: 21

SMFG

SMFG Risk / Return Rank: 87
SMFG Sharpe Ratio Rank: 91
SMFG Sortino Ratio Rank: 88
SMFG Omega Ratio Rank: 86
SMFG Calmar Ratio Rank: 84
SMFG Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASST vs. SMFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Asset Entities Inc. Class B Common Stock (ASST) 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.

	ASST	SMFG	Difference
Sharpe ratio: Return per unit of total volatility	-0.52	2.07	-2.59
Sortino ratio: Return per unit of downside risk	-0.67	2.81	-3.47
Omega ratio: Gain probability vs. loss probability	0.93	1.34	-0.41
Calmar ratio: Return relative to maximum drawdown	-0.89	2.94	-3.83
Martin ratio: Return relative to average drawdown	-1.06	8.30	-9.36

ASST vs. SMFG - Sharpe Ratio Comparison

The current ASST Sharpe Ratio is -0.52, which is lower than the SMFG Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of ASST and SMFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ASST vs. SMFG - Drawdown Comparison

The maximum ASST drawdown since its inception was -98.78%, which is greater than SMFG's maximum drawdown of -77.26%. Use the drawdown chart below to compare losses from any high point for ASST and SMFG.

Drawdown Indicators

	ASST	SMFG	Difference
Max Drawdown Largest peak-to-trough decline	-98.78%	-77.26%	-21.52%
Max Drawdown (1Y) Largest decline over 1 year	-95.98%	-20.12%	-75.86%
Max Drawdown (3Y) Largest decline over 3 years	-97.25%	-25.67%	-71.58%
Max Drawdown (5Y) Largest decline over 5 years	—	-27.88%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-47.66%	—
Current Drawdown Current decline from peak	-98.02%	-6.02%	-92.00%
Average Drawdown Average peak-to-trough decline	-90.48%	-47.94%	-42.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	80.34%	7.10%	+73.24%

Volatility

ASST vs. SMFG - Volatility Comparison

Asset Entities Inc. Class B Common Stock (ASST) has a higher volatility of 25.82% compared to Sumitomo Mitsui Financial Group, Inc. (SMFG) at 8.67%. This indicates that ASST'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.

Volatility by Period

	ASST	SMFG	Difference
Volatility (1M) Calculated over the trailing 1-month period	25.82%	8.67%	+17.15%
Volatility (6M) Calculated over the trailing 6-month period	81.19%	21.83%	+59.36%
Volatility (1Y) Calculated over the trailing 1-year period	162.89%	28.63%	+134.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	320.82%	28.86%	+291.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	320.82%	26.81%	+294.01%

Dividends

ASST vs. SMFG - Dividend Comparison

ASST has not paid dividends to shareholders, while SMFG's dividend yield for the trailing twelve months is around 1.26%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ASST Asset Entities Inc. Class B Common Stock	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMFG Sumitomo Mitsui Financial Group, Inc.	1.26%	2.84%	2.82%	3.67%	2.12%	0.00%	5.97%	4.61%	4.80%	3.17%	3.63%	3.32%

Financials

Frequently Asked Questions

Can I hold both ASST and SMFG in my portfolio?

ASST and SMFG have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ASST or SMFG?

ASST has higher volatility (25.82%) compared to SMFG (8.67%). In terms of maximum drawdown, ASST dropped -98.78% vs SMFG's -77.26%.

Which has better risk-adjusted returns?

SMFG currently has the higher Sharpe Ratio (2.07 vs -0.52), 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.