SMFG vs. JPM
SMFG (Sumitomo Mitsui Financial Group, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. Both operate in the Banks - Diversified industry within the Financial Services sector. Over the past 10 years, SMFG returned 19.72%/yr vs 21.02%/yr for JPM. At a 0.43 correlation, their price movements are largely independent.
Performance
SMFG vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 26.23% return, which is significantly higher than JPM's 0.50% return. Over the past 10 years, SMFG has underperformed JPM with an annualized return of 19.72%, while JPM has yielded a comparatively higher 21.02% annualized return.
SMFG
- 1D
- 2.43%
- 1M
- 9.27%
- YTD
- 26.23%
- 6M
- 28.02%
- 1Y
- 63.87%
- 3Y*
- 47.38%
- 5Y*
- 31.41%
- 10Y*
- 19.72%
JPM
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
SMFG vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 26.23% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between SMFG and JPM is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 27, 2006 | 0.43 |
The correlation between SMFG and JPM shifts across timeframes, from 0.30 (3 years) to 0.47 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SMFG:
$153.79B
JPM:
$896.00B
SMFG:
¥563.43
JPM:
$21.08
SMFG:
6.94
JPM:
15.21
SMFG:
0.55
JPM:
1.68
SMFG:
1.13
JPM:
3.14
SMFG:
1.55
JPM:
2.60
SMFG:
¥15.42T
JPM:
$285.09B
SMFG:
¥8.35T
JPM:
$173.52B
SMFG:
¥3.54T
JPM:
$81.46B
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Return for Risk
SMFG vs. JPM — Risk / Return Rank
SMFG
JPM
SMFG vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and JPMorgan Chase & Co. (JPM). 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 | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.18 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 1.42 | +1.77 |
| Martin ratioReturn relative to average drawdown | 9.07 | 3.36 | +5.72 |
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Drawdowns
SMFG vs. JPM - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, roughly equal to the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for SMFG and JPM.
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Drawdown Indicators
| SMFG | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -76.16% | -1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -15.47% | -4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -24.42% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -38.77% | +10.89% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -43.63% | -4.03% |
Current DrawdownCurrent decline from peak | 0.00% | -3.66% | +3.66% |
Average DrawdownAverage peak-to-trough decline | -48.03% | -17.62% | -30.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.06% | 6.54% | +0.52% |
Volatility
SMFG vs. JPM - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 7.99% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 6.35% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.54% | 16.67% | +4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.33% | 21.76% | +6.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.82% | 24.46% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.91% | 27.39% | -0.48% |
Dividends
SMFG vs. JPM - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.23%, less than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.23% | 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. JPM - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and JPMorgan Chase & Co.. 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
SMFG vs. JPM - Profitability Comparison
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 1.37T and revenue of 2.51T. Therefore, the gross margin over that period was 54.6%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 364.07B and revenue of 2.51T, resulting in an operating margin of 14.5%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 191.66B and revenue of 2.51T, resulting in a net margin of 7.6%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
SMFG and JPM have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMFG has higher volatility (7.99%) compared to JPM (6.35%). In terms of maximum drawdown, SMFG dropped -77.26% vs JPM's -76.16%.
SMFG currently has the higher Sharpe Ratio (2.27 vs 1.01), 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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