JPXGY vs. SVNDY

Last updated Jun 26, 2026

JPXGY (Japan Exchange Group Inc ADR) and SVNDY (Seven & i Holdings Co Ltd ADR) are both stocks. JPXGY operates in Financial Data & Stock Exchanges (Financial Services), while SVNDY operates in Grocery Stores (Consumer Defensive). Over the past 10 years, JPXGY returned 9.18%/yr vs -1.47%/yr for SVNDY. At a 0.27 correlation, their price movements are largely independent.

Performance

JPXGY vs. SVNDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Japan Exchange Group Inc ADR (JPXGY) and Seven & i Holdings Co Ltd ADR (SVNDY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JPXGY achieves a 15.67% return, which is significantly higher than SVNDY's -18.46% return. Over the past 10 years, JPXGY has outperformed SVNDY with an annualized return of 9.18%, while SVNDY has yielded a comparatively lower -1.47% annualized return.

JPXGY

• 1D: -0.72%
• 1M: -1.67%
• YTD: 15.67%
• 6M: 14.27%
• 1Y: 21.59%
• 3Y*: 12.94%
• 5Y*: 2.40%
• 10Y*: 9.18%

SVNDY

• 1D: -0.59%
• 1M: 2.09%
• YTD: -18.46%
• 6M: -17.95%
• 1Y: -24.75%
• 3Y*: -5.27%
• 5Y*: -4.62%
• 10Y*: -1.47%

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

JPXGY vs. SVNDY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JPXGY Japan Exchange Group Inc ADR	15.67%	-2.44%	6.91%	48.22%	-34.52%	-14.05%	45.60%	10.20%	-8.94%	24.11%
SVNDY Seven & i Holdings Co Ltd ADR	-18.46%	-7.08%	19.44%	-7.27%	-2.57%	23.65%	-3.06%	-15.48%	5.07%	9.95%

Correlation

The correlation between JPXGY and SVNDY 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	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.27
Correlation (All Time) Calculated using the full available price history since May 13, 2015	0.27

Fundamentals

Market Cap JPXGY : $12.68B SVNDY : $28.02B
EPS JPXGY : ¥77.88 SVNDY : ¥120.92
PE Ratio JPXGY : 25.62 SVNDY : 15.73
PEG Ratio JPXGY : 1.57 SVNDY : 0.81
PS Ratio JPXGY : 10.20 SVNDY : 0.48
PB Ratio JPXGY : 5.92 SVNDY : 1.25
Total Revenue (TTM) JPXGY : ¥201.70B SVNDY : ¥9.69T
Gross Profit (TTM) JPXGY : ¥161.90B SVNDY : ¥2.33T
EBITDA (TTM) JPXGY : ¥135.64B SVNDY : ¥948.96B

Return for Risk

JPXGY vs. SVNDY — Risk / Return Rank

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

JPXGY

JPXGY Risk / Return Rank: 62
JPXGY Sharpe Ratio Rank: 64
JPXGY Sortino Ratio Rank: 59
JPXGY Omega Ratio Rank: 57
JPXGY Calmar Ratio Rank: 67
JPXGY Martin Ratio Rank: 65

SVNDY

SVNDY Risk / Return Rank: 10
SVNDY Sharpe Ratio Rank: 8
SVNDY Sortino Ratio Rank: 11
SVNDY Omega Ratio Rank: 11
SVNDY Calmar Ratio Rank: 9
SVNDY Martin Ratio Rank: 10

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.

JPXGY vs. SVNDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Japan Exchange Group Inc ADR (JPXGY) and Seven & i Holdings Co Ltd ADR (SVNDY). 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.

	JPXGY	SVNDY	Difference
Sharpe ratio: Return per unit of total volatility	0.63	-0.89	+1.52
Sortino ratio: Return per unit of downside risk	1.10	-1.13	+2.23
Omega ratio: Gain probability vs. loss probability	1.13	0.86	+0.27
Calmar ratio: Return relative to maximum drawdown	1.18	-0.86	+2.04
Martin ratio: Return relative to average drawdown	2.47	-1.39	+3.86

JPXGY vs. SVNDY - Sharpe Ratio Comparison

The current JPXGY Sharpe Ratio is 0.63, which is higher than the SVNDY Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of JPXGY and SVNDY, 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

JPXGY vs. SVNDY - Drawdown Comparison

The maximum JPXGY drawdown since its inception was -54.38%, which is greater than SVNDY's maximum drawdown of -40.59%. Use the drawdown chart below to compare losses from any high point for JPXGY and SVNDY.

Drawdown Indicators

	JPXGY	SVNDY	Difference
Max Drawdown Largest peak-to-trough decline	-54.38%	-40.59%	-13.79%
Max Drawdown (1Y) Largest decline over 1 year	-18.40%	-28.85%	+10.45%
Max Drawdown (3Y) Largest decline over 3 years	-29.03%	-33.99%	+4.96%
Max Drawdown (5Y) Largest decline over 5 years	-53.69%	-34.45%	-19.24%
Max Drawdown (10Y) Largest decline over 10 years	-54.38%	-37.10%	-17.28%
Current Drawdown Current decline from peak	-12.18%	-32.08%	+19.90%
Average Drawdown Average peak-to-trough decline	-17.88%	-15.44%	-2.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.75%	17.88%	-9.13%

Volatility

JPXGY vs. SVNDY - Volatility Comparison

Japan Exchange Group Inc ADR (JPXGY) has a higher volatility of 14.07% compared to Seven & i Holdings Co Ltd ADR (SVNDY) at 7.82%. This indicates that JPXGY's price experiences larger fluctuations and is considered to be riskier than SVNDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JPXGY	SVNDY	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.07%	7.82%	+6.25%
Volatility (6M) Calculated over the trailing 6-month period	26.25%	20.82%	+5.43%
Volatility (1Y) Calculated over the trailing 1-year period	34.74%	27.82%	+6.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.88%	31.28%	-2.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.01%	28.13%	-0.12%

Dividends

JPXGY vs. SVNDY - Dividend Comparison

Neither JPXGY nor SVNDY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JPXGY Japan Exchange Group Inc ADR	0.00%	1.89%	0.99%	1.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.34%	3.11%	1.08%
SVNDY Seven & i Holdings Co Ltd ADR	0.00%	0.96%	0.82%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.98%	2.21%	1.33%

Financials

JPXGY vs. SVNDY - Profitability Comparison

The chart below illustrates the profitability comparison between Japan Exchange Group Inc ADR and Seven & i Holdings Co Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

JPXGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported a gross profit of 44.04B and revenue of 60.25B. Therefore, the gross margin over that period was 73.1%.

SVNDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported a gross profit of 717.89B and revenue of 2.39T. Therefore, the gross margin over that period was 30.1%.

JPXGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported an operating income of 35.16B and revenue of 60.25B, resulting in an operating margin of 58.4%.

SVNDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported an operating income of 98.32B and revenue of 2.39T, resulting in an operating margin of 4.1%.

JPXGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported a net income of 24.59B and revenue of 60.25B, resulting in a net margin of 40.8%.

SVNDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported a net income of 94.68B and revenue of 2.39T, resulting in a net margin of 4.0%.

Frequently Asked Questions

Can I hold both JPXGY and SVNDY in my portfolio?

JPXGY and SVNDY 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.

Which is riskier, JPXGY or SVNDY?

JPXGY has higher volatility (14.07%) compared to SVNDY (7.82%). In terms of maximum drawdown, JPXGY dropped -54.38% vs SVNDY's -40.59%.

Which has better risk-adjusted returns?

JPXGY currently has the higher Sharpe Ratio (0.63 vs -0.89), 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.