SMFG vs. REGB.L
SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while REGB.L (VanEck Rare Earth and Strategic Metals UCITS ETF A) is Rare Earth & Strategic Metals fund tracking the EMIX Global Mining Global Gold TR USD. Over the past 3 years, SMFG returned 44.31%/yr vs 1.99%/yr for REGB.L. At a 0.23 correlation, their price movements are largely independent.
Performance
SMFG vs. REGB.L - Performance Comparison
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Different Trading Currencies
SMFG is traded in USD, while REGB.L is traded in GBP. To make them comparable, the REGB.L 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 REGB.L's 16.51% 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%
REGB.L
- 1D
- 0.00%
- 1M
- -15.17%
- YTD
- 16.51%
- 6M
- 15.03%
- 1Y
- 111.11%
- 3Y*
- 1.99%
- 5Y*
- —
- 10Y*
- —
SMFG vs. REGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 54.90% | 25.63% | 21.70% | -6.47% |
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A | 16.51% | 88.93% | -35.64% | -18.71% | -31.13% | -21.10% |
Correlation
The correlation between SMFG and REGB.L is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2021 | 0.23 |
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Return for Risk
SMFG vs. REGB.L — Risk / Return Rank
SMFG
REGB.L
SMFG vs. REGB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L). 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 | REGB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 5.08 | -2.14 |
| Martin ratioReturn relative to average drawdown | 8.30 | 12.12 | -3.81 |
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Drawdowns
SMFG vs. REGB.L - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, roughly equal to the maximum REGB.L drawdown of -75.84%. Use the drawdown chart below to compare losses from any high point for SMFG and REGB.L.
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Drawdown Indicators
| SMFG | REGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -75.84% | -1.42% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -22.01% | +1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -61.39% | +35.72% |
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% | -37.42% | +31.40% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -48.38% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 9.20% | -2.10% |
Volatility
SMFG vs. REGB.L - Volatility Comparison
The current volatility for Sumitomo Mitsui Financial Group, Inc. (SMFG) is 8.67%, while VanEck Rare Earth and Strategic Metals UCITS ETF A (REGB.L) has a volatility of 13.82%. This indicates that SMFG experiences smaller price fluctuations and is considered to be less risky than REGB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | REGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 13.82% | -5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 34.38% | -12.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 47.30% | -18.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 48.32% | -19.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 48.32% | -21.51% |
Dividends
SMFG vs. REGB.L - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, while REGB.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REGB.L VanEck Rare Earth and Strategic Metals UCITS ETF A | 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% |
Frequently Asked Questions
SMFG and REGB.L have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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