SMFG vs. AOD
SMFG (Sumitomo Mitsui Financial Group, Inc.) and AOD (Abrdn Total Dynamic Dividend Fund) are both stocks. Both are in the Financial Services sector — SMFG in Banks - Diversified, AOD in Asset Management. Over the past 10 years, SMFG returned 19.40%/yr vs 13.38%/yr for AOD. At a 0.43 correlation, their price movements are largely independent.
Performance
SMFG vs. AOD - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 22.66% return, which is significantly higher than AOD's 12.61% return. Over the past 10 years, SMFG has outperformed AOD with an annualized return of 19.40%, while AOD has yielded a comparatively lower 13.38% annualized return.
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%
AOD
- 1D
- 1.27%
- 1M
- -0.09%
- YTD
- 12.61%
- 6M
- 11.13%
- 1Y
- 33.31%
- 3Y*
- 20.75%
- 5Y*
- 10.87%
- 10Y*
- 13.38%
SMFG vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
AOD Abrdn Total Dynamic Dividend Fund | 12.61% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Correlation
The correlation between SMFG and AOD is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.43 |
Fundamentals
SMFG:
¥15.42T
AOD:
$93.67M
SMFG:
¥8.35T
AOD:
$252.71M
SMFG:
¥3.54T
AOD:
$55.11M
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Return for Risk
SMFG vs. AOD — Risk / Return Rank
SMFG
AOD
SMFG vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Abrdn Total Dynamic Dividend Fund (AOD). 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 | AOD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.39 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.00 | +0.94 |
| Martin ratioReturn relative to average drawdown | 8.30 | 8.59 | -0.29 |
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Drawdowns
SMFG vs. AOD - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, which is greater than AOD's maximum drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for SMFG and AOD.
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Drawdown Indicators
| SMFG | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -72.26% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -16.71% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -16.71% | -8.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -28.92% | +1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -43.68% | -3.98% |
Current DrawdownCurrent decline from peak | -6.02% | -1.78% | -4.24% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -27.20% | -20.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 3.89% | +3.21% |
Volatility
SMFG vs. AOD - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 8.67% compared to Abrdn Total Dynamic Dividend Fund (AOD) at 5.22%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than AOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 5.22% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 13.70% | +8.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 15.99% | +12.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 16.77% | +12.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 18.52% | +8.29% |
Dividends
SMFG vs. AOD - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, less than AOD's 11.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
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
SMFG vs. AOD - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Abrdn Total Dynamic Dividend Fund. 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
Frequently Asked Questions
SMFG and AOD have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMFG has higher volatility (8.67%) compared to AOD (5.22%). In terms of maximum drawdown, SMFG dropped -77.26% vs AOD's -72.26%.
AOD currently has the higher Sharpe Ratio (2.10 vs 2.07), 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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