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.
Performance
SFCWX vs. IJR - Performance Comparison
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SFCWX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | -0.95% | 14.49% | 2.72% | 19.34% | -29.65% | 10.54% | 37.95% | 31.29% | -9.45% | 11.61% |
IJR iShares Core S&P Small-Cap ETF | 4.11% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 9.38% |
Returns By Period
In the year-to-date period, SFCWX achieves a -0.95% return, which is significantly lower than IJR's 4.11% return.
SFCWX
- 1D
- 3.47%
- 1M
- -7.80%
- YTD
- -0.95%
- 6M
- 1.31%
- 1Y
- 20.90%
- 3Y*
- 9.28%
- 5Y*
- 0.55%
- 10Y*
- —
IJR
- 1D
- 0.49%
- 1M
- -4.18%
- YTD
- 4.11%
- 6M
- 5.47%
- 1Y
- 20.83%
- 3Y*
- 10.67%
- 5Y*
- 4.19%
- 10Y*
- 9.88%
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SFCWX vs. IJR - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
SFCWX vs. IJR — Risk / Return Rank
SFCWX
IJR
SFCWX vs. IJR - Risk-Adjusted Trends 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.
| SFCWX | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.92 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.43 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.42 | +0.28 |
Martin ratioReturn relative to average drawdown | 6.53 | 5.73 | +0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SFCWX | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.92 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.20 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Correlation
The correlation between SFCWX and IJR is 0.83, 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.
Dividends
SFCWX vs. IJR - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 5.15%, more than IJR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 5.15% | 5.10% | 0.98% | 0.98% | 0.34% | 9.05% | 1.58% | 4.19% | 7.01% | 4.47% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.28% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
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.
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Drawdown Indicators
| SFCWX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.54% | -58.15% | +18.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -14.85% | +3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -39.54% | -28.02% | -11.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -8.75% | -5.26% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -9.34% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.68% | -0.61% |
Volatility
SFCWX vs. IJR - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 7.61% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.25%. This indicates that SFCWX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFCWX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.61% | 6.25% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 12.99% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 22.66% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 21.51% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 22.91% | -4.42% |