SMCWX vs. AVUV
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and Avantis U.S. Small Cap Value ETF (AVUV).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCWX or AVUV.
Key characteristics
| SMCWX | AVUV | |
|---|---|---|
| YTD Return | 6.58% | 16.65% |
| 1Y Return | 22.94% | 38.69% |
| 3Y Return (Ann) | -8.67% | 9.37% |
| 5Y Return (Ann) | 4.26% | 16.44% |
| Sharpe Ratio | 1.57 | 1.78 |
| Sortino Ratio | 2.23 | 2.62 |
| Omega Ratio | 1.28 | 1.32 |
| Calmar Ratio | 0.60 | 3.52 |
| Martin Ratio | 8.04 | 9.29 |
| Ulcer Index | 2.86% | 4.16% |
| Daily Std Dev | 14.69% | 21.75% |
| Max Drawdown | -61.27% | -49.42% |
| Current Drawdown | -24.24% | -1.32% |
Correlation
The correlation between SMCWX and AVUV is 0.75, 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
SMCWX vs. AVUV - Performance Comparison
In the year-to-date period, SMCWX achieves a 6.58% return, which is significantly lower than AVUV's 16.65% 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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SMCWX vs. AVUV - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
SMCWX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and Avantis U.S. Small Cap Value ETF (AVUV). 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
SMCWX vs. AVUV - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 0.60%, less than AVUV's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 0.60% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% | 4.95% |
AVUV Avantis U.S. Small Cap Value ETF | 1.51% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SMCWX vs. AVUV - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -61.27%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SMCWX and AVUV. For additional features, visit the drawdowns tool.
Volatility
SMCWX vs. AVUV - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class A (SMCWX) is 3.72%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.72%. This indicates that SMCWX experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.