SVNDY vs. JPXGY

Last updated Jun 5, 2026

SVNDY (Seven & i Holdings Co Ltd ADR) and JPXGY (Japan Exchange Group Inc ADR) are both stocks. SVNDY operates in Grocery Stores (Consumer Defensive), while JPXGY operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, SVNDY returned -1.85%/yr vs 8.28%/yr for JPXGY. At a 0.27 correlation, their price movements are largely independent.

Performance

SVNDY vs. JPXGY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Seven & i Holdings Co Ltd ADR (SVNDY) and Japan Exchange Group Inc ADR (JPXGY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SVNDY achieves a -19.36% return, which is significantly lower than JPXGY's 20.08% return. Over the past 10 years, SVNDY has underperformed JPXGY with an annualized return of -1.85%, while JPXGY has yielded a comparatively higher 8.28% annualized return.

SVNDY

• 1D: -0.68%
• 1M: -4.05%
• YTD: -19.36%
• 6M: -15.06%
• 1Y: -25.27%
• 3Y*: -6.12%
• 5Y*: -4.68%
• 10Y*: -1.85%

JPXGY

• 1D: -2.88%
• 1M: 8.02%
• YTD: 20.08%
• 6M: 15.52%
• 1Y: 15.11%
• 3Y*: 16.63%
• 5Y*: 2.61%
• 10Y*: 8.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SVNDY vs. JPXGY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SVNDY Seven & i Holdings Co Ltd ADR	-19.36%	-7.08%	19.44%	-7.27%	-2.57%	23.65%	-3.06%	-15.48%	5.07%	9.95%
JPXGY Japan Exchange Group Inc ADR	20.08%	-2.44%	6.91%	48.22%	-34.52%	-14.05%	45.60%	10.20%	-8.94%	24.11%

Correlation

The correlation between SVNDY and JPXGY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.25
Correlation (5Y) Calculated over the trailing 5-year period	0.29
Correlation (10Y) Calculated over the trailing 10-year period	0.27
Correlation (All Time) Calculated using the full available price history since May 14, 2015	0.27

Fundamentals

Market Cap SVNDY : $27.71B JPXGY : $13.17B
EPS SVNDY : $120.92 JPXGY : $77.88
PE Ratio SVNDY : 0.10 JPXGY : 0.16
PEG Ratio SVNDY : 0.00 JPXGY : 0.01
PS Ratio SVNDY : 0.00 JPXGY : 0.07
PB Ratio SVNDY : 0.01 JPXGY : 0.04
Total Revenue (TTM) SVNDY : $9.69T JPXGY : $201.70B
Gross Profit (TTM) SVNDY : $2.33T JPXGY : $161.90B
EBITDA (TTM) SVNDY : $948.96B JPXGY : $135.64B

Return for Risk

SVNDY vs. JPXGY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SVNDY

SVNDY Risk / Return Rank: 8
SVNDY Sharpe Ratio Rank: 6
SVNDY Sortino Ratio Rank: 9
SVNDY Omega Ratio Rank: 10
SVNDY Calmar Ratio Rank: 7
SVNDY Martin Ratio Rank: 5

JPXGY

JPXGY Risk / Return Rank: 55
JPXGY Sharpe Ratio Rank: 57
JPXGY Sortino Ratio Rank: 52
JPXGY Omega Ratio Rank: 49
JPXGY Calmar Ratio Rank: 59
JPXGY Martin Ratio Rank: 59

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SVNDY vs. JPXGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Seven & i Holdings Co Ltd ADR (SVNDY) and Japan Exchange Group Inc ADR (JPXGY). 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.

	SVNDY	JPXGY	Difference
Sharpe ratio: Return per unit of total volatility	-0.93	0.46	-1.39
Sortino ratio: Return per unit of downside risk	-1.18	0.89	-2.07
Omega ratio: Gain probability vs. loss probability	0.85	1.10	-0.25
Calmar ratio: Return relative to maximum drawdown	-0.88	0.82	-1.70
Martin ratio: Return relative to average drawdown	-1.51	1.72	-3.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SVNDY vs. JPXGY - Sharpe Ratio Comparison

The current SVNDY Sharpe Ratio is -0.93, which is lower than the JPXGY Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of SVNDY and JPXGY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SVNDY	JPXGY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.93	0.46	-1.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	0.09	-0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.07	0.30	-0.36
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	0.19	-0.13

Drawdowns

SVNDY vs. JPXGY - Drawdown Comparison

The maximum SVNDY drawdown since its inception was -40.59%, smaller than the maximum JPXGY drawdown of -54.38%. Use the drawdown chart below to compare losses from any high point for SVNDY and JPXGY.

Drawdown Indicators

	SVNDY	JPXGY	Difference
Max Drawdown Largest peak-to-trough decline	-40.59%	-54.38%	+13.79%
Max Drawdown (1Y) Largest decline over 1 year	-28.85%	-18.40%	-10.45%
Max Drawdown (3Y) Largest decline over 3 years	-33.99%	-29.03%	-4.96%
Max Drawdown (5Y) Largest decline over 5 years	-34.45%	-53.69%	+19.24%
Max Drawdown (10Y) Largest decline over 10 years	-37.10%	-54.38%	+17.28%
Current Drawdown Current decline from peak	-32.83%	-6.00%	-26.83%
Average Drawdown Average peak-to-trough decline	-15.39%	-17.94%	+2.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.81%	9.07%	+7.74%

Volatility

SVNDY vs. JPXGY - Volatility Comparison

The current volatility for Seven & i Holdings Co Ltd ADR (SVNDY) is 7.16%, while Japan Exchange Group Inc ADR (JPXGY) has a volatility of 12.09%. This indicates that SVNDY experiences smaller price fluctuations and is considered to be less risky than JPXGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SVNDY	JPXGY	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.16%	12.09%	-4.93%
Volatility (6M) Calculated over the trailing 6-month period	20.40%	25.10%	-4.70%
Volatility (1Y) Calculated over the trailing 1-year period	27.29%	33.25%	-5.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.21%	28.53%	+2.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.11%	27.98%	+0.13%

Dividends

SVNDY vs. JPXGY - Dividend Comparison

Neither SVNDY nor JPXGY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JPXGY Japan Exchange Group Inc ADR	0.00%	1.89%	0.99%	1.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.34%	3.11%	1.08%
SVNDY Seven & i Holdings Co Ltd ADR	0.00%	0.96%	0.82%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.98%	2.21%	1.33%

Financials

SVNDY vs. JPXGY - Profitability Comparison

The chart below illustrates the profitability comparison between Seven & i Holdings Co Ltd ADR and Japan Exchange Group Inc ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SVNDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported a gross profit of 717.89B and revenue of 2.39T. Therefore, the gross margin over that period was 30.1%.

JPXGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported a gross profit of 44.04B and revenue of 60.25B. Therefore, the gross margin over that period was 73.1%.

SVNDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported an operating income of 98.32B and revenue of 2.39T, resulting in an operating margin of 4.1%.

JPXGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported an operating income of 35.16B and revenue of 60.25B, resulting in an operating margin of 58.4%.

SVNDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Seven & i Holdings Co Ltd ADR reported a net income of 94.68B and revenue of 2.39T, resulting in a net margin of 4.0%.

JPXGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Japan Exchange Group Inc ADR reported a net income of 24.59B and revenue of 60.25B, resulting in a net margin of 40.8%.

Frequently Asked Questions

Can I hold both SVNDY and JPXGY in my portfolio?

SVNDY and JPXGY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SVNDY or JPXGY?

JPXGY has higher volatility (12.09%) compared to SVNDY (7.16%). In terms of maximum drawdown, SVNDY dropped -40.59% vs JPXGY's -54.38%.

Which has better risk-adjusted returns?

JPXGY currently has the higher Sharpe Ratio (0.46 vs -0.93), 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.