SFCWX vs. IJR
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and iShares Core S&P Small-Cap ETF (IJR).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFCWX or IJR.
Correlation
The correlation between SFCWX and IJR is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SFCWX vs. IJR - Performance Comparison
Key characteristics
SFCWX:
0.38
IJR:
0.59
SFCWX:
0.62
IJR:
0.97
SFCWX:
1.07
IJR:
1.12
SFCWX:
0.18
IJR:
0.95
SFCWX:
1.62
IJR:
2.66
SFCWX:
3.39%
IJR:
4.24%
SFCWX:
14.30%
IJR:
19.26%
SFCWX:
-44.68%
IJR:
-58.15%
SFCWX:
-24.67%
IJR:
-8.40%
Returns By Period
In the year-to-date period, SFCWX achieves a 2.09% return, which is significantly higher than IJR's 0.33% return.
SFCWX
2.09%
3.73%
4.68%
4.27%
3.13%
N/A
IJR
0.33%
1.81%
6.47%
13.43%
8.43%
8.78%
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SFCWX vs. IJR - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
SFCWX vs. IJR — Risk-Adjusted Performance Rank
SFCWX
IJR
SFCWX vs. IJR - Risk-Adjusted Performance Comparison
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.
Dividends
SFCWX vs. IJR - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 0.96%, less than IJR's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 0.96% | 0.98% | 0.98% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.05% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
SFCWX vs. IJR - Drawdown Comparison
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.
Volatility
SFCWX vs. IJR - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class F-3 (SFCWX) is 4.10%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 4.33%. 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.