FYLD vs. SMCWX
Compare and contrast key facts about Cambria Foreign Shareholder Yield ETF (FYLD) and American Funds SMALLCAP World Fund Class A (SMCWX).
FYLD is an actively managed fund by Cambria. It was launched on Dec 3, 2013. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FYLD or SMCWX.
Correlation
The correlation between FYLD and SMCWX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FYLD vs. SMCWX - Performance Comparison
Key characteristics
FYLD:
0.22
SMCWX:
0.31
FYLD:
0.39
SMCWX:
0.52
FYLD:
1.05
SMCWX:
1.06
FYLD:
0.29
SMCWX:
0.14
FYLD:
0.75
SMCWX:
1.33
FYLD:
4.10%
SMCWX:
3.30%
FYLD:
13.98%
SMCWX:
14.17%
FYLD:
-44.56%
SMCWX:
-61.27%
FYLD:
-8.18%
SMCWX:
-27.47%
Returns By Period
In the year-to-date period, FYLD achieves a 0.49% return, which is significantly higher than SMCWX's 0.31% return. Over the past 10 years, FYLD has outperformed SMCWX with an annualized return of 6.06%, while SMCWX has yielded a comparatively lower 4.30% annualized return.
FYLD
0.49%
-0.09%
-5.20%
4.15%
6.53%
6.06%
SMCWX
0.31%
-4.64%
-2.59%
5.64%
2.36%
4.30%
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FYLD vs. SMCWX - Expense Ratio Comparison
FYLD has a 0.59% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Risk-Adjusted Performance
FYLD vs. SMCWX — Risk-Adjusted Performance Rank
FYLD
SMCWX
FYLD vs. SMCWX - Risk-Adjusted Performance Comparison
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.
Dividends
FYLD vs. SMCWX - Dividend Comparison
FYLD's dividend yield for the trailing twelve months is around 5.38%, while SMCWX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYLD Cambria Foreign Shareholder Yield ETF | 5.38% | 5.41% | 6.06% | 6.13% | 4.74% | 3.94% | 3.73% | 5.17% | 2.85% | 2.72% | 3.98% | 5.13% |
SMCWX American Funds SMALLCAP World Fund Class A | 0.00% | 0.00% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% |
Drawdowns
FYLD vs. SMCWX - Drawdown Comparison
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.
Volatility
FYLD vs. SMCWX - Volatility Comparison
The current volatility for Cambria Foreign Shareholder Yield ETF (FYLD) is 3.33%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 4.45%. 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.