SMFG vs. ARKG

Last updated Jul 15, 2026

SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while ARKG (ARK Genomic Revolution Multi-Sector ETF) is Health & Biotech Equities fund actively managed by ARK. Over the past 10 years, SMFG returned 19.90%/yr vs 9.35%/yr for ARKG. At a 0.26 correlation, their price movements are largely independent.

Performance

SMFG vs. ARKG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Mitsui Financial Group, Inc. (SMFG) and ARK Genomic Revolution Multi-Sector ETF (ARKG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SMFG achieves a 37.97% return, which is significantly lower than ARKG's 41.70% return. Over the past 10 years, SMFG has outperformed ARKG with an annualized return of 19.90%, while ARKG has yielded a comparatively lower 9.35% annualized return.

SMFG

• 1D: 1.16%
• 1M: 7.62%
• 6M: 29.91%
• YTD: 37.97%
• 1Y: 82.85%
• 3Y*: 47.72%
• 5Y*: 35.35%
• 10Y*: 19.90%

ARKG

• 1D: 1.13%
• 1M: 22.65%
• 6M: 28.44%
• YTD: 41.70%
• 1Y: 62.51%
• 3Y*: 4.22%
• 5Y*: -12.89%
• 10Y*: 9.35%

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

SMFG vs. ARKG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SMFG Sumitomo Mitsui Financial Group, Inc.	37.97%	38.01%	54.90%	25.63%	21.70%	10.05%	-11.00%	19.47%	-22.21%	17.95%
ARKG ARK Genomic Revolution Multi-Sector ETF	41.70%	23.04%	-28.24%	16.22%	-53.90%	-33.92%	180.40%	44.00%	-1.26%	46.61%

Correlation

The correlation between SMFG and ARKG 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	0.30
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (10Y) Calculated over the trailing 10-year period	0.25
Correlation (All Time) Calculated using the full available price history since Oct 31, 2014	0.26

Return for Risk

SMFG vs. ARKG — Risk / Return Rank

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

SMFG

SMFG Risk / Return Rank: 94
SMFG Sharpe Ratio Rank: 97
SMFG Sortino Ratio Rank: 95
SMFG Omega Ratio Rank: 94
SMFG Calmar Ratio Rank: 92
SMFG Martin Ratio Rank: 93

ARKG

ARKG Risk / Return Rank: 51
ARKG Sharpe Ratio Rank: 53
ARKG Sortino Ratio Rank: 56
ARKG Omega Ratio Rank: 47
ARKG Calmar Ratio Rank: 57
ARKG Martin Ratio Rank: 42

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. ARKG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and ARK Genomic Revolution Multi-Sector ETF (ARKG). 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	ARKG	Difference
Sharpe ratio: Return per unit of total volatility	2.87	1.46	+1.41
Sortino ratio: Return per unit of downside risk	3.65	2.16	+1.49
Omega ratio: Gain probability vs. loss probability	1.45	1.25	+0.21
Calmar ratio: Return relative to maximum drawdown	4.14	2.28	+1.86
Martin ratio: Return relative to average drawdown	12.30	5.44	+6.86

SMFG vs. ARKG - Sharpe Ratio Comparison

The current SMFG Sharpe Ratio is 2.87, which is higher than the ARKG Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of SMFG and ARKG, 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. ARKG - Drawdown Comparison

The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum ARKG drawdown of -83.59%. Use the drawdown chart below to compare losses from any high point for SMFG and ARKG.

Drawdown Indicators

	SMFG	ARKG	Difference
Max Drawdown Largest peak-to-trough decline	-77.26%	-83.59%	+6.33%
Max Drawdown (1Y) Largest decline over 1 year	-20.12%	-27.51%	+7.39%
Max Drawdown (3Y) Largest decline over 3 years	-25.67%	-51.96%	+26.29%
Max Drawdown (5Y) Largest decline over 5 years	-27.88%	-79.26%	+51.38%
Max Drawdown (10Y) Largest decline over 10 years	-47.66%	-83.59%	+35.93%
Current Drawdown Current decline from peak	0.00%	-63.27%	+63.27%
Average Drawdown Average peak-to-trough decline	-47.84%	-36.14%	-11.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.76%	11.53%	-4.77%

Volatility

SMFG vs. ARKG - Volatility Comparison

The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 8.06%, while ARK Genomic Revolution Multi-Sector ETF (ARKG) has a volatility of 12.62%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than ARKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SMFG	ARKG	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.06%	12.62%	-4.56%
Volatility (6M) Calculated over the trailing 6-month period	22.37%	31.56%	-9.19%
Volatility (1Y) Calculated over the trailing 1-year period	29.03%	43.01%	-13.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.93%	46.10%	-17.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.81%	41.39%	-14.58%

Dividends

SMFG vs. ARKG - Dividend Comparison

SMFG's dividend yield for the trailing twelve months is around 2.26%, while ARKG has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARKG ARK Genomic Revolution Multi-Sector ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.62%	0.85%	3.14%	0.82%	1.34%	0.00%	0.00%
SMFG Sumitomo Mitsui Financial Group, Inc.	2.26%	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 ARKG in my portfolio?

SMFG and ARKG 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, SMFG or ARKG?

ARKG has higher volatility (12.62%) compared to SMFG (8.06%). In terms of maximum drawdown, SMFG dropped -77.26% vs ARKG's -83.59%.

Which has better risk-adjusted returns?

SMFG currently has the higher Sharpe Ratio (2.87 vs 1.46), 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.