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.
Key characteristics
| SFCWX | IJR | |
|---|---|---|
| YTD Return | 4.39% | 6.34% |
| 1Y Return | 13.72% | 17.70% |
| 3Y Return (Ann) | -5.87% | 3.28% |
| 5Y Return (Ann) | 7.83% | 8.93% |
| Sharpe Ratio | 0.96 | 0.97 |
| Daily Std Dev | 15.21% | 20.33% |
| Max Drawdown | -39.54% | -58.15% |
| Current Drawdown | -18.05% | -3.37% |
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
In the year-to-date period, SFCWX achieves a 4.39% return, which is significantly lower than IJR's 6.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.94%, less than IJR's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 0.94% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.27% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
SFCWX vs. IJR - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, 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 5.06%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.36%. 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.