SMFG vs. IEP
Compare and contrast key facts about Sumitomo Mitsui Financial Group, Inc. (SMFG) and Icahn Enterprises L.P. (IEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMFG or IEP.
Correlation
The correlation between SMFG and IEP is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SMFG vs. IEP - Performance Comparison
Key characteristics
SMFG:
1.92
IEP:
-0.56
SMFG:
2.44
IEP:
-0.57
SMFG:
1.35
IEP:
0.92
SMFG:
2.75
IEP:
-0.34
SMFG:
8.97
IEP:
-1.21
SMFG:
6.57%
IEP:
20.96%
SMFG:
30.65%
IEP:
44.83%
SMFG:
-75.59%
IEP:
-84.21%
SMFG:
-8.70%
IEP:
-73.97%
Fundamentals
SMFG:
$93.53B
IEP:
$4.97B
SMFG:
$1.15
IEP:
-$1.03
SMFG:
1.07
IEP:
0.00
SMFG:
$6.16T
IEP:
$10.06B
SMFG:
$7.25T
IEP:
$864.00M
SMFG:
$1.38T
IEP:
$178.00M
Returns By Period
In the year-to-date period, SMFG achieves a 50.41% return, which is significantly higher than IEP's -31.62% return. Over the past 10 years, SMFG has outperformed IEP with an annualized return of 11.37%, while IEP has yielded a comparatively lower -8.90% annualized return.
SMFG
50.41%
0.07%
14.56%
52.62%
18.78%
11.37%
IEP
-31.62%
-13.52%
-32.72%
-30.65%
-18.12%
-8.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SMFG vs. IEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Icahn Enterprises L.P. (IEP). 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.
Dividends
SMFG vs. IEP - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 2.90%, less than IEP's 36.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 2.90% | 3.67% | 2.12% | 5.24% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
IEP Icahn Enterprises L.P. | 36.73% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% | 6.49% | 4.11% |
Drawdowns
SMFG vs. IEP - Drawdown Comparison
The maximum SMFG drawdown since its inception was -75.59%, smaller than the maximum IEP drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for SMFG and IEP. For additional features, visit the drawdowns tool.
Volatility
SMFG vs. IEP - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 8.65% compared to Icahn Enterprises L.P. (IEP) at 8.18%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than IEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SMFG vs. IEP - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Icahn Enterprises L.P.. 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