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SVNDY vs. JPXGY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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SVNDY vs. JPXGY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SVNDY
Seven & i Holdings Co Ltd ADR
-5.07%-7.08%19.44%-7.27%-2.57%23.65%-3.06%-15.48%5.07%9.95%
JPXGY
Japan Exchange Group Inc ADR
10.88%-2.44%6.91%48.22%-34.52%-14.05%45.60%10.20%-8.94%24.11%

Fundamentals

Market Cap

SVNDY:

$33.35B

JPXGY:

$12.15B

EPS

SVNDY:

$92.31

JPXGY:

$67.68

PE Ratio

SVNDY:

0.15

JPXGY:

0.17

PEG Ratio

SVNDY:

0.06

JPXGY:

0.03

PS Ratio

SVNDY:

0.00

JPXGY:

0.07

PB Ratio

SVNDY:

1.49

JPXGY:

0.04

Total Revenue (TTM)

SVNDY:

$7.31T

JPXGY:

$183.86B

Gross Profit (TTM)

SVNDY:

$1.36T

JPXGY:

$142.96B

EBITDA (TTM)

SVNDY:

$734.55B

JPXGY:

$120.28B

Returns By Period

In the year-to-date period, SVNDY achieves a -5.07% return, which is significantly lower than JPXGY's 10.88% return. Over the past 10 years, SVNDY has underperformed JPXGY with an annualized return of 0.20%, while JPXGY has yielded a comparatively higher 5.57% annualized return.


SVNDY

1D
-0.87%
1M
5.96%
YTD
-5.07%
6M
4.11%
1Y
-4.13%
3Y*
-2.61%
5Y*
0.40%
10Y*
0.20%

JPXGY

1D
-0.25%
1M
-7.08%
YTD
10.88%
6M
8.24%
1Y
14.21%
3Y*
16.62%
5Y*
0.64%
10Y*
5.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Seven & i Holdings Co Ltd ADR

Japan Exchange Group Inc ADR

Often compared with SVNDY:
SVNDY vs. VOOSVNDY vs. TSCO

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: 3131
Overall Rank
SVNDY Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SVNDY Sortino Ratio Rank: 2828
Sortino Ratio Rank
SVNDY Omega Ratio Rank: 2828
Omega Ratio Rank
SVNDY Calmar Ratio Rank: 3333
Calmar Ratio Rank
SVNDY Martin Ratio Rank: 3333
Martin Ratio Rank

JPXGY
JPXGY Risk / Return Rank: 5353
Overall Rank
JPXGY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
JPXGY Sortino Ratio Rank: 5050
Sortino Ratio Rank
JPXGY Omega Ratio Rank: 4747
Omega Ratio Rank
JPXGY Calmar Ratio Rank: 5757
Calmar Ratio Rank
JPXGY Martin Ratio Rank: 5656
Martin Ratio Rank
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.


SVNDYJPXGYDifference

Sharpe ratio

Return per unit of total volatility

-0.15

0.43

-0.59

Sortino ratio

Return per unit of downside risk

-0.03

0.85

-0.88

Omega ratio

Gain probability vs. loss probability

1.00

1.10

-0.10

Calmar ratio

Return relative to maximum drawdown

-0.22

0.80

-1.02

Martin ratio

Return relative to average drawdown

-0.37

1.71

-2.08

SVNDY vs. JPXGY - Sharpe Ratio Comparison

The current SVNDY Sharpe Ratio is -0.15, which is lower than the JPXGY Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of SVNDY and JPXGY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SVNDYJPXGYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.15

0.43

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.02

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.20

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.17

-0.08

Correlation

The correlation between SVNDY and JPXGY is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SVNDY vs. JPXGY - Dividend Comparison

Neither SVNDY nor JPXGY has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
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%

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.


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Drawdown Indicators


SVNDYJPXGYDifference

Max Drawdown

Largest peak-to-trough decline

-40.59%

-54.38%

+13.79%

Max Drawdown (1Y)

Largest decline over 1 year

-23.05%

-17.88%

-5.17%

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

-20.93%

-13.20%

-7.73%

Average Drawdown

Average peak-to-trough decline

-15.25%

-18.03%

+2.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.56%

8.36%

+5.20%

Volatility

SVNDY vs. JPXGY - Volatility Comparison

The current volatility for Seven & i Holdings Co Ltd ADR (SVNDY) is 9.00%, while Japan Exchange Group Inc ADR (JPXGY) has a volatility of 11.26%. 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.


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Volatility by Period


SVNDYJPXGYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.00%

11.26%

-2.26%

Volatility (6M)

Calculated over the trailing 6-month period

19.42%

25.18%

-5.76%

Volatility (1Y)

Calculated over the trailing 1-year period

27.06%

32.96%

-5.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.36%

28.55%

+2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.00%

27.95%

+0.05%

Financials

SVNDY vs. JPXGY - Financials Comparison

This section allows you to compare key financial metrics between Seven & i Holdings Co Ltd ADR and Japan Exchange Group Inc ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00B1.00T1.50T2.00T2.50T3.00T3.50TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
16.10B
51.27B
(SVNDY) Total Revenue
(JPXGY) Total Revenue
Values in USD except per share items

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
29.1%
81.0%
Portfolio components
SVNDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Seven & i Holdings Co Ltd ADR reported a gross profit of 4.68B and revenue of 16.10B. Therefore, the gross margin over that period was 29.1%.

JPXGY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Japan Exchange Group Inc ADR reported a gross profit of 41.51B and revenue of 51.27B. Therefore, the gross margin over that period was 81.0%.

SVNDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Seven & i Holdings Co Ltd ADR reported an operating income of 771.65M and revenue of 16.10B, resulting in an operating margin of 4.8%.

JPXGY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Japan Exchange Group Inc ADR reported an operating income of 30.23B and revenue of 51.27B, resulting in an operating margin of 59.0%.

SVNDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Seven & i Holdings Co Ltd ADR reported a net income of 506.95M and revenue of 16.10B, resulting in a net margin of 3.2%.

JPXGY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Japan Exchange Group Inc ADR reported a net income of 20.81B and revenue of 51.27B, resulting in a net margin of 40.6%.