SMFG vs. VIS
SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while VIS (Vanguard Industrials ETF) is Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index. Over the past 10 years, SMFG returned 18.99%/yr vs 13.91%/yr for VIS. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
SMFG vs. VIS - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 32.67% return, which is significantly higher than VIS's 18.40% return. Over the past 10 years, SMFG has outperformed VIS with an annualized return of 18.99%, while VIS has yielded a comparatively lower 13.91% annualized return.
SMFG
- 1D
- -2.43%
- 1M
- 2.94%
- 6M
- 21.54%
- YTD
- 32.67%
- 1Y
- 73.25%
- 3Y*
- 45.05%
- 5Y*
- 34.46%
- 10Y*
- 18.99%
- ALL TIME*
- 13.76%
VIS
- 1D
- 2.09%
- 1M
- -0.99%
- 6M
- 8.90%
- YTD
- 18.40%
- 1Y
- 24.43%
- 3Y*
- 20.61%
- 5Y*
- 13.91%
- 10Y*
- 13.91%
- ALL TIME*
- 11.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $46.82M | $47.84M | $48.30M | |
| $23.11M | $24.18M | $29.82M |
SMFG vs. VIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 32.67% | 38.01% | 54.90% | 25.63% | 21.70% | 10.05% | -11.00% | 19.47% | -22.21% | 17.95% |
VIS Vanguard Industrials ETF | 18.40% | 18.57% | 16.85% | 22.50% | -8.57% | 20.80% | 12.34% | 30.09% | -14.01% | 21.47% |
Correlation
The correlation between SMFG and VIS is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2010 | 0.48 |
The correlation between SMFG and VIS shifts across timeframes, from 0.36 (3 years) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SMFG vs. VIS — Risk / Return Rank
SMFG
VIS
SMFG vs. VIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and Vanguard Industrials ETF (VIS). 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 | VIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.24 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 2.00 | +1.66 |
| Martin ratioReturn relative to average drawdown | 10.94 | 7.92 | +3.02 |
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Drawdowns
SMFG vs. VIS - Drawdown Comparison
The maximum SMFG drawdown since its inception was -48.78%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for SMFG and VIS.
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Drawdown Indicators
| SMFG | VIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.78% | -63.51% | +14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -12.29% | -7.83% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -20.80% | -4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -22.96% | -4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.66% | -42.42% | -5.24% |
Current DrawdownCurrent decline from peak | -4.72% | -2.43% | -2.29% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -8.33% | -7.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 3.09% | +3.63% |
Volatility
SMFG vs. VIS - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 9.64% compared to Vanguard Industrials ETF (VIS) at 5.53%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than VIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | VIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.64% | 5.53% | +4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 23.35% | 14.78% | +8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.02% | 18.03% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.12% | 18.57% | +10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.75% | 20.50% | +6.25% |
Dividends
SMFG vs. VIS - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 2.35%, more than VIS's 0.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 2.35% | 2.84% | 2.82% | 3.67% | 2.12% | 0.00% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% |
VIS Vanguard Industrials ETF | 0.88% | 1.01% | 1.23% | 1.36% | 1.52% | 1.11% | 1.38% | 1.68% | 1.90% | 1.60% | 1.81% | 1.94% |
Frequently Asked Questions
SMFG and VIS have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMFG has higher volatility (9.64%) compared to VIS (5.53%). In terms of maximum drawdown, SMFG dropped -48.78% vs VIS's -63.51%.
SMFG currently has the higher Sharpe Ratio (2.54 vs 1.36), 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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