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SMFG vs. EXV1.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SMFG vs. EXV1.DE

Last updated Jun 30, 2026
See Documentation

SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) is Financials Equities fund tracking the STOXX® Europe 600 Banks. Over the past 10 years, SMFG returned 19.40%/yr vs 17.00%/yr for EXV1.DE. At a 0.40 correlation, their price movements are largely independent.

Performance

SMFG vs. EXV1.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Mitsui Financial Group, Inc. (SMFG) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SMFG is traded in USD, while EXV1.DE is traded in EUR. To make them comparable, the EXV1.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SMFG achieves a 22.66% return, which is significantly higher than EXV1.DE's 11.15% return. Over the past 10 years, SMFG has outperformed EXV1.DE with an annualized return of 19.40%, while EXV1.DE has yielded a comparatively lower 17.00% 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%

EXV1.DE

1D
0.13%
1M
3.27%
YTD
11.15%
6M
12.06%
1Y
45.77%
3Y*
45.71%
5Y*
29.85%
10Y*
17.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMFG vs. EXV1.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
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%
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)		11.15%99.82%25.39%30.30%-3.93%27.32%-17.18%12.73%-29.33%27.43%

Correlation

The correlation between SMFG and EXV1.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (5Y)
Calculated over the trailing 5-year period

0.43

Correlation (10Y)
Calculated over the trailing 10-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2007

0.40

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Sumitomo Mitsui Financial Group, Inc.

iShares STOXX Europe 600 Banks UCITS ETF (DE)

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SMFG vs. MUFGSMFG vs. MFGSMFG vs. BAJAJHLDNG.NSSMFG vs. TXTSMFG vs. BTO.TOSMFG vs. TVSMOTOR.NSSMFG vs. XLF
Often compared with EXV1.DE:
EXV1.DE vs. BNKE.LEXV1.DE vs. LYBK.DEEXV1.DE vs. BNKS.LEXV1.DE vs. XSX6.DEEXV1.DE vs. IU5C.DEEXV1.DE vs. LYMS.DEEXV1.DE vs. IUS2.DE

Return for Risk

SMFG vs. EXV1.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SMFG
SMFG Risk / Return Rank: 8787
Overall Rank
SMFG Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SMFG Sortino Ratio Rank: 8888
Sortino Ratio Rank
SMFG Omega Ratio Rank: 8686
Omega Ratio Rank
SMFG Calmar Ratio Rank: 8484
Calmar Ratio Rank
SMFG Martin Ratio Rank: 8686
Martin Ratio Rank
EXV1.DE
EXV1.DE Risk / Return Rank: 7575
Overall Rank
EXV1.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
EXV1.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
EXV1.DE Omega Ratio Rank: 7474
Omega Ratio Rank
EXV1.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
EXV1.DE Martin Ratio Rank: 6868
Martin Ratio Rank
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. EXV1.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE). 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.

SMFGEXV1.DEDifference
Sharpe ratioReturn per unit of total volatility
2.07
1.93

+0.14

Sortino ratioReturn per unit of downside risk
2.81
2.65

+0.16

Omega ratioGain probability vs. loss probability

1.34

1.33

+0.02

Calmar ratioReturn relative to maximum drawdown

2.94

2.56

+0.38

Martin ratioReturn relative to average drawdown

8.30

8.46

-0.16

SMFG vs. EXV1.DE - Sharpe Ratio Comparison

The current SMFG Sharpe Ratio is 2.07, which is comparable to the EXV1.DE Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of SMFG and EXV1.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

SMFG vs. EXV1.DE - Drawdown Comparison

The maximum SMFG drawdown since its inception was -77.26%, smaller than the maximum EXV1.DE drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for SMFG and EXV1.DE.

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Drawdown Indicators

SMFGEXV1.DEDifference

Max Drawdown

Largest peak-to-trough decline

-77.26%

-83.96%

+6.70%

Max Drawdown (1Y)

Largest decline over 1 year

-20.12%

-17.78%

-2.34%

Max Drawdown (3Y)

Largest decline over 3 years

-25.67%

-19.60%

-6.07%

Max Drawdown (5Y)

Largest decline over 5 years

-27.88%

-37.51%

+9.63%

Max Drawdown (10Y)

Largest decline over 10 years

-47.66%

-61.46%

+13.80%

Current Drawdown

Current decline from peak

-6.02%

-2.54%

-3.48%

Average Drawdown

Average peak-to-trough decline

-47.94%

-58.33%

+10.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

5.39%

+1.71%

Volatility

SMFG vs. EXV1.DE - Volatility Comparison

Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 8.67% compared to iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) at 6.51%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SMFGEXV1.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.67%

6.51%

+2.16%

Volatility (6M)

Calculated over the trailing 6-month period

21.83%

20.07%

+1.76%

Volatility (1Y)

Calculated over the trailing 1-year period

28.63%

23.66%

+4.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.86%

25.58%

+3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.81%

26.07%

+0.74%

Dividends

SMFG vs. EXV1.DE - Dividend Comparison

SMFG's dividend yield for the trailing twelve months is around 1.26%, less than EXV1.DE's 3.37% yield.

PositionTTM20252024202320222021202020192018201720162015
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)		3.37%3.63%5.51%4.53%6.37%1.06%1.52%4.31%4.03%6.01%3.49%3.41%
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%

Frequently Asked Questions

SMFG and EXV1.DE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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