SMFG vs. AMDI.L

Last updated Jul 21, 2026

SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while AMDI.L (IncomeShares AMD Options ETP) is Derivative Income fund actively managed by Leverage Shares. Over the past year, SMFG returned 77.13% vs 100.82% for AMDI.L. At a 0.15 correlation, their price movements are largely independent.

Performance

SMFG vs. AMDI.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Mitsui Financial Group, Inc. (SMFG) and IncomeShares AMD Options ETP (AMDI.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SMFG achieves a 30.77% return, which is significantly lower than AMDI.L's 81.71% return.

SMFG

• 1D: -0.24%
• 1M: -1.35%
• 6M: 18.62%
• YTD: 30.77%
• 1Y: 77.13%
• 3Y*: 45.59%
• 5Y*: 33.59%
• 10Y*: 19.47%
• ALL TIME*: 3.65%

AMDI.L

• 1D: 0.00%
• 1M: -10.31%
• 6M: 73.37%
• YTD: 81.71%
• 1Y: 100.82%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 19,255.63%

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

SMFG vs. AMDI.L - Yearly Performance Comparison

	2026 (YTD)	2025
SMFG Sumitomo Mitsui Financial Group, Inc.	30.77%	28.80%
AMDI.L IncomeShares AMD Options ETP	81.71%	12,701.59%

Correlation

The correlation between SMFG and AMDI.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jul 7, 2025	0.15

Return for Risk

SMFG vs. AMDI.L — Risk / Return Rank

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

SMFG

SMFG Risk / Return Rank: 93
SMFG Sharpe Ratio Rank: 96
SMFG Sortino Ratio Rank: 95
SMFG Omega Ratio Rank: 93
SMFG Calmar Ratio Rank: 91
SMFG Martin Ratio Rank: 92

AMDI.L

AMDI.L Risk / Return Rank: 55
AMDI.L Sharpe Ratio Rank: 52
AMDI.L Sortino Ratio Rank: 60
AMDI.L Omega Ratio Rank: 71
AMDI.L Calmar Ratio Rank: 57
AMDI.L Martin Ratio Rank: 33

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.

SMFG vs. AMDI.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and IncomeShares AMD Options ETP (AMDI.L). 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.

	SMFG	AMDI.L	Difference
Sharpe ratio: Return per unit of total volatility	2.65	1.34	+1.31
Sortino ratio: Return per unit of downside risk	3.39	2.13	+1.27
Omega ratio: Gain probability vs. loss probability	1.42	1.31	+0.11
Calmar ratio: Return relative to maximum drawdown	3.85	2.13	+1.72
Martin ratio: Return relative to average drawdown	11.41	3.62	+7.79

SMFG vs. AMDI.L - Sharpe Ratio Comparison

The current SMFG Sharpe Ratio is 2.65, which is higher than the AMDI.L Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of SMFG and AMDI.L, 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

SMFG vs. AMDI.L - Drawdown Comparison

The maximum SMFG drawdown since its inception was -77.26%, which is greater than AMDI.L's maximum drawdown of -47.34%. Use the drawdown chart below to compare losses from any high point for SMFG and AMDI.L.

Drawdown Indicators

	SMFG	AMDI.L	Difference
Max Drawdown Largest peak-to-trough decline	-77.26%	-47.34%	-29.92%
Max Drawdown (1Y) Largest decline over 1 year	-20.12%	-47.34%	+27.22%
Max Drawdown (3Y) Largest decline over 3 years	-25.67%	—	—
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	-6.08%	-16.92%	+10.84%
Average Drawdown Average peak-to-trough decline	-47.80%	-21.04%	-26.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.78%	27.81%	-21.03%

Volatility

SMFG vs. AMDI.L - Volatility Comparison

The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 9.02%, while IncomeShares AMD Options ETP (AMDI.L) has a volatility of 25.65%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than AMDI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMFG	AMDI.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.02%	25.65%	-16.63%
Volatility (6M) Calculated over the trailing 6-month period	22.65%	47.18%	-24.53%
Volatility (1Y) Calculated over the trailing 1-year period	29.34%	75.40%	-46.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.97%	9,750.24%	-9,721.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.84%	9,750.24%	-9,723.40%

Dividends

SMFG vs. AMDI.L - Dividend Comparison

SMFG's dividend yield for the trailing twelve months is around 2.38%, less than AMDI.L's 52.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMDI.L IncomeShares AMD Options ETP	52.97%	8.85%	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.	2.38%	2.84%	2.82%	3.67%	2.12%	0.00%	5.97%	4.61%	4.80%	3.17%	3.63%	3.32%

Frequently Asked Questions

Can I hold both SMFG and AMDI.L in my portfolio?

SMFG and AMDI.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.