SMFG vs. ASST
SMFG (Sumitomo Mitsui Financial Group, Inc.) and ASST (Asset Entities Inc. Class B Common Stock) are both stocks. SMFG operates in Banks - Diversified (Financial Services), while ASST operates in Internet Content & Information (Communication Services). Over the past 3 years, SMFG returned 44.31%/yr vs -59.43%/yr for ASST. At a 0.06 correlation, their price movements are largely independent.
Performance
SMFG vs. ASST - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SMFG achieves a 22.66% return, which is significantly higher than ASST's -21.27% 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%
ASST
- 1D
- 2.47%
- 1M
- -34.24%
- YTD
- -21.27%
- 6M
- -24.88%
- 1Y
- -85.14%
- 3Y*
- -59.43%
- 5Y*
- —
- 10Y*
- —
SMFG vs. ASST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 54.90% | 16.21% |
ASST Asset Entities Inc. Class B Common Stock | -21.27% | 50.46% | -84.65% | -89.13% |
Correlation
The correlation between SMFG and ASST 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
SMFG:
$149.44B
ASST:
$716.14M
SMFG:
¥539.55
ASST:
-$19.16
SMFG:
1.16
ASST:
72.97
SMFG:
¥15.42T
ASST:
$5.73M
SMFG:
¥8.35T
ASST:
-$7.43M
SMFG:
¥3.54T
ASST:
-$304.63M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SMFG vs. ASST — Risk / Return Rank
SMFG
ASST
SMFG vs. ASST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Asset Entities Inc. Class B Common Stock (ASST). 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 | ASST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.59 | ||
| Sortino ratioReturn per unit of downside risk | +3.47 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 0.93 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | -0.89 | +3.83 |
| Martin ratioReturn relative to average drawdown | 8.30 | -1.06 | +9.36 |
Loading charts...
Drawdowns
SMFG vs. ASST - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum ASST drawdown of -98.78%. Use the drawdown chart below to compare losses from any high point for SMFG and ASST.
Loading charts...
Drawdown Indicators
| SMFG | ASST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -98.78% | +21.52% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -95.98% | +75.86% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -97.25% | +71.58% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | — | — |
Current DrawdownCurrent decline from peak | -6.02% | -98.02% | +92.00% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -90.48% | +42.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 80.34% | -73.24% |
Volatility
SMFG vs. ASST - Volatility Comparison
The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 8.67%, while Asset Entities Inc. Class B Common Stock (ASST) has a volatility of 25.82%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than ASST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SMFG | ASST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 25.82% | -17.15% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 81.19% | -59.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 162.89% | -134.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 320.82% | -291.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 320.82% | -294.01% |
Dividends
SMFG vs. ASST - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, while ASST has not paid dividends to shareholders.
| 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
SMFG vs. ASST - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Asset Entities Inc. Class B Common Stock. 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 ASST 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.
ASST has higher volatility (25.82%) compared to SMFG (8.67%). In terms of maximum drawdown, SMFG dropped -77.26% vs ASST's -98.78%.
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.
Find the right allocation for SMFG and ASST
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer