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 0.84, 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:
0.50
SPY:
1.97
SFCWX:
0.78
SPY:
2.64
SFCWX:
1.09
SPY:
1.36
SFCWX:
0.23
SPY:
2.97
SFCWX:
2.08
SPY:
12.34
SFCWX:
3.42%
SPY:
2.03%
SFCWX:
14.14%
SPY:
12.68%
SFCWX:
-44.68%
SPY:
-55.19%
SFCWX:
-24.08%
SPY:
-0.01%
Returns By Period
In the year-to-date period, SFCWX achieves a 2.89% return, which is significantly lower than SPY's 4.03% return.
SFCWX
2.89%
2.56%
3.34%
4.41%
3.23%
N/A
SPY
4.03%
2.85%
10.70%
23.01%
14.30%
13.22%
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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 0.95%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFCWX American Funds SMALLCAP World Fund Class F-3 | 0.95% | 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 | 1.16% | 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
American Funds SMALLCAP World Fund Class F-3 (SFCWX) has a higher volatility of 3.89% compared to SPDR S&P 500 ETF (SPY) at 3.15%. 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.