SFCWX vs. VB
Compare and contrast key facts about American Funds SMALLCAP World Fund Class F-3 (SFCWX) and Vanguard Small-Cap ETF (VB).
SFCWX is managed by American Funds. It was launched on Apr 30, 1990. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFCWX or VB.
Key characteristics
| SFCWX | VB | |
|---|---|---|
| YTD Return | 4.39% | 8.90% |
| 1Y Return | 13.72% | 18.71% |
| 3Y Return (Ann) | -5.87% | 2.97% |
| 5Y Return (Ann) | 7.83% | 9.52% |
| Sharpe Ratio | 0.96 | 1.11 |
| Daily Std Dev | 15.21% | 18.20% |
| Max Drawdown | -39.54% | -59.58% |
| Current Drawdown | -18.05% | -1.57% |
Correlation
The correlation between SFCWX and VB is 0.90, 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. VB - Performance Comparison
In the year-to-date period, SFCWX achieves a 4.39% return, which is significantly lower than VB's 8.90% 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. VB - Expense Ratio Comparison
SFCWX has a 0.66% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
SFCWX vs. VB - 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 Vanguard Small-Cap ETF (VB). 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. VB - Dividend Comparison
SFCWX's dividend yield for the trailing twelve months is around 0.94%, less than VB's 1.45% 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% |
VB Vanguard Small-Cap ETF | 1.45% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
SFCWX vs. VB - Drawdown Comparison
The maximum SFCWX drawdown since its inception was -39.54%, smaller than the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for SFCWX and VB. For additional features, visit the drawdowns tool.
Volatility
SFCWX vs. VB - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class F-3 (SFCWX) is 5.06%, while Vanguard Small-Cap ETF (VB) has a volatility of 5.52%. This indicates that SFCWX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.