SMCWX vs. DDLS
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. DDLS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Dynamic Currency Hedged International SmallCap Equity Index. It was launched on Jan 7, 2016.
Performance
SMCWX vs. DDLS - Performance Comparison
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SMCWX vs. DDLS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -4.37% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | 1.35% | 27.97% | 10.22% | 15.25% | -10.13% | 17.75% | -2.95% | 24.84% | -16.92% | 26.91% |
Returns By Period
In the year-to-date period, SMCWX achieves a -4.37% return, which is significantly lower than DDLS's 1.35% return. Over the past 10 years, SMCWX has underperformed DDLS with an annualized return of 8.67%, while DDLS has yielded a comparatively higher 9.66% annualized return.
SMCWX
- 1D
- -1.23%
- 1M
- -11.33%
- YTD
- -4.37%
- 6M
- -2.08%
- 1Y
- 16.75%
- 3Y*
- 7.63%
- 5Y*
- -0.15%
- 10Y*
- 8.67%
DDLS
- 1D
- 3.60%
- 1M
- -7.10%
- YTD
- 1.35%
- 6M
- 4.68%
- 1Y
- 27.90%
- 3Y*
- 15.63%
- 5Y*
- 9.60%
- 10Y*
- 9.66%
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SMCWX vs. DDLS - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than DDLS's 0.48% expense ratio.
Return for Risk
SMCWX vs. DDLS — Risk / Return Rank
SMCWX
DDLS
SMCWX vs. DDLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS). 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.
| SMCWX | DDLS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.77 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.34 | 2.45 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.47 | -1.33 |
Martin ratioReturn relative to average drawdown | 4.44 | 10.02 | -5.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMCWX | DDLS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.77 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.71 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.62 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.62 | -0.06 |
Correlation
The correlation between SMCWX and DDLS is 0.73, 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.
Dividends
SMCWX vs. DDLS - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 5.07%, more than DDLS's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 5.07% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | 3.70% | 3.80% | 4.11% | 4.05% | 5.44% | 3.18% | 3.16% | 3.68% | 1.75% | 1.60% | 3.47% | 0.00% |
Drawdowns
SMCWX vs. DDLS - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than DDLS's maximum drawdown of -36.80%. Use the drawdown chart below to compare losses from any high point for SMCWX and DDLS.
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Drawdown Indicators
| SMCWX | DDLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -36.80% | -25.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.69% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -19.87% | -19.92% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -36.80% | -2.99% |
Current DrawdownCurrent decline from peak | -13.13% | -7.20% | -5.93% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -5.74% | -9.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.63% | +0.40% |
Volatility
SMCWX vs. DDLS - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class A (SMCWX) is 6.50%, while WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) has a volatility of 7.18%. This indicates that SMCWX experiences smaller price fluctuations and is considered to be less risky than DDLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | DDLS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 7.18% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 9.94% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 15.85% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 13.63% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 15.59% | +2.13% |