SFCWX vs. IJR

In the year-to-date period, SFCWX achieves a 2.18% return, which is significantly higher than IJR's -6.32% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SFCWX has a 0.66% expense ratio, which is higher than IJR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) and iShares Core S&P Small-Cap ETF (IJR). 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 SFCWX Sharpe Ratio is 0.10, which is higher than the IJR Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of SFCWX and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SFCWX's dividend yield for the trailing twelve months is around 0.95%, less than IJR's 2.19% yield.

The maximum SFCWX drawdown since its inception was -44.68%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for SFCWX and IJR. For additional features, visit the drawdowns tool.

The current volatility for American Funds SMALLCAP World Fund Class F-3 (SFCWX) is 3.90%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.63%. This indicates that SFCWX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.