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.
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
Key characteristics
SFCWX:
-0.10
SPY:
0.51
SFCWX:
-0.01
SPY:
0.86
SFCWX:
1.00
SPY:
1.13
SFCWX:
-0.05
SPY:
0.55
SFCWX:
-0.29
SPY:
2.26
SFCWX:
6.10%
SPY:
4.55%
SFCWX:
18.41%
SPY:
20.08%
SFCWX:
-44.68%
SPY:
-55.19%
SFCWX:
-30.38%
SPY:
-9.89%
Returns By Period
The year-to-date returns for both stocks are quite close, with SFCWX having a -5.65% return and SPY slightly lower at -5.76%.
SFCWX
-5.65%
-2.15%
-7.14%
-1.04%
5.53%
N/A
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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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 Rank
SFCWX
SPY
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 1.03%, less than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 1.03% | 0.98% | 0.98% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SFCWX vs. SPY - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -44.68%, 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
The current volatility for American Funds SMALLCAP World Fund Class F-3 (SFCWX) is 11.39%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that SFCWX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.