FYLD vs. SMCWX

In the year-to-date period, FYLD achieves a 10.63% return, which is significantly higher than SMCWX's 1.05% return. Over the past 10 years, FYLD has outperformed SMCWX with an annualized return of 6.07%, while SMCWX has yielded a comparatively lower 3.20% annualized return.

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FYLD has a 0.59% expense ratio, which is lower than SMCWX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Cambria Foreign Shareholder Yield ETF (FYLD) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.

The current FYLD Sharpe Ratio is 0.26, which is higher than the SMCWX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of FYLD and SMCWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FYLD's dividend yield for the trailing twelve months is around 4.18%, more than SMCWX's 0.59% yield.

The maximum FYLD drawdown since its inception was -44.56%, smaller than the maximum SMCWX drawdown of -61.27%. Use the drawdown chart below to compare losses from any high point for FYLD and SMCWX. For additional features, visit the drawdowns tool.

The current volatility for Cambria Foreign Shareholder Yield ETF (FYLD) is 2.80%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 4.66%. This indicates that FYLD experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.