SMFG vs. WINC.AS
SMFG (Sumitomo Mitsui Financial Group, Inc.) is a stock, while WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) is Global Equity Income fund actively managed by iShares. Over the past year, SMFG returned 58.82% vs 20.24% for WINC.AS. At a 0.25 correlation, their price movements are largely independent.
Performance
SMFG vs. WINC.AS - Performance Comparison
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Returns By Period
In the year-to-date period, SMFG achieves a 22.66% return, which is significantly higher than WINC.AS's 7.31% 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%
WINC.AS
- 1D
- 0.00%
- 1M
- -1.00%
- YTD
- 7.31%
- 6M
- 7.78%
- 1Y
- 20.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SMFG vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SMFG Sumitomo Mitsui Financial Group, Inc. | 22.66% | 38.01% | 29.33% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.31% | 21.56% | 8.10% |
Correlation
The correlation between SMFG and WINC.AS is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.25 |
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Return for Risk
SMFG vs. WINC.AS — Risk / Return Rank
SMFG
WINC.AS
SMFG vs. WINC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Mitsui Financial Group, Inc. (SMFG) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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 | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.34 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 2.95 | -0.01 |
| Martin ratioReturn relative to average drawdown | 8.30 | 12.16 | -3.86 |
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Drawdowns
SMFG vs. WINC.AS - Drawdown Comparison
The maximum SMFG drawdown since its inception was -77.26%, which is greater than WINC.AS's maximum drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for SMFG and WINC.AS.
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Drawdown Indicators
| SMFG | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.26% | -14.81% | -62.45% |
Max Drawdown (1Y)Largest decline over 1 year | -20.12% | -6.77% | -13.35% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | — | — |
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% | -2.10% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -47.94% | -1.47% | -46.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 1.65% | +5.45% |
Volatility
SMFG vs. WINC.AS - Volatility Comparison
Sumitomo Mitsui Financial Group, Inc. (SMFG) has a higher volatility of 8.67% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 3.62%. This indicates that SMFG's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMFG | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 3.62% | +5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 21.83% | 8.78% | +13.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.63% | 10.79% | +17.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.86% | 12.60% | +16.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.81% | 12.60% | +14.21% |
Dividends
SMFG vs. WINC.AS - Dividend Comparison
SMFG's dividend yield for the trailing twelve months is around 1.26%, less than WINC.AS's 9.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.78% | 9.38% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMFG and WINC.AS have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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