SMFG vs. MUFG
Compare and contrast key facts about Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mitsubishi UFJ Financial Group, Inc. (MUFG).
Performance
SMFG vs. MUFG - Performance Comparison
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SMFG vs. MUFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 7.09% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 11.60% | 39.96% | 40.10% | 33.50% | 27.37% | 25.70% | -15.99% | 11.50% | -33.01% | 20.99% |
Fundamentals
SMFG:
$79.64B
MUFG:
$202.32B
SMFG:
$613.97
MUFG:
$169.11
SMFG:
0.03
MUFG:
0.10
SMFG:
0.00
MUFG:
0.00
SMFG:
0.01
MUFG:
0.02
SMFG:
0.01
MUFG:
0.01
SMFG:
$15.21T
MUFG:
$12.45T
SMFG:
$8.04T
MUFG:
$5.45T
SMFG:
$3.26T
MUFG:
$2.57T
Returns By Period
In the year-to-date period, SMFG achieves a 7.09% return, which is significantly lower than MUFG's 11.60% return. Both investments have delivered pretty close results over the past 10 years, with SMFG having a 17.47% annualized return and MUFG not far behind at 17.26%.
SMFG
- 1D
- 4.81%
- 1M
- -5.95%
- YTD
- 7.09%
- 6M
- 26.37%
- 1Y
- 39.76%
- 3Y*
- 41.29%
- 5Y*
- 26.98%
- 10Y*
- 17.47%
MUFG
- 1D
- 4.30%
- 1M
- -2.16%
- YTD
- 11.60%
- 6M
- 13.10%
- 1Y
- 34.99%
- 3Y*
- 44.17%
- 5Y*
- 30.52%
- 10Y*
- 17.26%
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Return for Risk
SMFG vs. MUFG — Risk / Return Rank
SMFG
MUFG
SMFG vs. MUFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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.
| SMFG | MUFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.13 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.64 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.68 | +0.12 |
Martin ratioReturn relative to average drawdown | 5.33 | 4.98 | +0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMFG | MUFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.13 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 1.06 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.61 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.17 | -0.09 |
Correlation
The correlation between SMFG and MUFG is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SMFG vs. MUFG - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.45%, more than MUFG's 1.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.45% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.27% | 3.12% | 2.50% | 2.90% | 3.36% | 2.18% | 2.62% | 0.00% | 0.00% | 2.20% | 2.70% | 2.34% |
Drawdowns
SMFG vs. MUFG - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, roughly equal to the maximum MUFG drawdown of -76.75%. Use the drawdown chart below to compare losses from any high point for SMFG and MUFG.
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Drawdown Indicators
| SMFG | MUFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -76.75% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -18.38% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -32.81% | +4.93% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -57.62% | +9.96% |
Current DrawdownCurrent decline from peak | -13.06% | -10.29% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -48.43% | -43.83% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.81% | 6.37% | +0.44% |
Volatility
SMFG vs. MUFG - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 10.18% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 9.31%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | MUFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.18% | 9.31% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 21.39% | 19.02% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.09% | 31.15% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.49% | 28.89% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.13% | 28.27% | -1.14% |
Financials
SMFG vs. MUFG - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Mitsui Financial Group, Inc. and Mitsubishi UFJ Financial Group, Inc.. 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. MUFG - Profitability Comparison
SMFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a gross profit of 4.33T and revenue of 7.93T. Therefore, the gross margin over that period was 54.6%.
MUFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 0.00 and revenue of 3.34T. Therefore, the gross margin over that period was 0.0%.
SMFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported an operating income of 1.90T and revenue of 7.93T, resulting in an operating margin of 23.9%.
MUFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 650.09B and revenue of 3.34T, resulting in an operating margin of 19.5%.
SMFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Mitsui Financial Group, Inc. reported a net income of 1.39T and revenue of 7.93T, resulting in a net margin of 17.6%.
MUFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 529.95B and revenue of 3.34T, resulting in a net margin of 15.9%.