SFCWX vs. SPY
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and SPDR S&P 500 ETF (SPY).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFCWX or SPY.
Key characteristics
| SFCWX | SPY | |
|---|---|---|
| YTD Return | 4.39% | 18.37% |
| 1Y Return | 13.72% | 26.96% |
| 3Y Return (Ann) | -5.87% | 9.40% |
| 5Y Return (Ann) | 7.83% | 15.01% |
| Sharpe Ratio | 0.96 | 2.14 |
| Daily Std Dev | 15.21% | 12.67% |
| Max Drawdown | -39.54% | -55.19% |
| Current Drawdown | -18.05% | -1.02% |
Correlation
The correlation between SFCWX and SPY is 0.85, 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. SPY - Performance Comparison
In the year-to-date period, SFCWX achieves a 4.39% return, which is significantly lower than SPY's 18.37% 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. SPY - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SFCWX vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 0.94%, less than SPY's 1.22% 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% |
SPY SPDR S&P 500 ETF | 0.94% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
SFCWX vs. SPY - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SFCWX and SPY. For additional features, visit the drawdowns tool.
Volatility
SFCWX vs. SPY - Volatility Comparison
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 5.06% compared to SPDR S&P 500 ETF (SPY) at 4.24%. This indicates that SFCWX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.