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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCWX or DDLS.
Correlation
The correlation between SMCWX and DDLS is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMCWX vs. DDLS - Performance Comparison
Key characteristics
SMCWX:
-0.12
DDLS:
0.68
SMCWX:
-0.04
DDLS:
1.04
SMCWX:
1.00
DDLS:
1.14
SMCWX:
-0.05
DDLS:
0.94
SMCWX:
-0.34
DDLS:
3.36
SMCWX:
6.15%
DDLS:
3.25%
SMCWX:
18.39%
DDLS:
16.19%
SMCWX:
-61.27%
DDLS:
-36.80%
SMCWX:
-31.45%
DDLS:
-0.04%
Returns By Period
In the year-to-date period, SMCWX achieves a -5.76% return, which is significantly lower than DDLS's 4.13% return.
SMCWX
-5.76%
-2.17%
-7.33%
-1.42%
5.09%
2.70%
DDLS
4.13%
0.69%
6.07%
11.68%
13.27%
N/A
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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.
Risk-Adjusted Performance
SMCWX vs. DDLS — Risk-Adjusted Performance Rank
SMCWX
DDLS
SMCWX vs. DDLS - Risk-Adjusted Performance 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.
Dividends
SMCWX vs. DDLS - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 0.63%, less than DDLS's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 0.63% | 0.60% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% |
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | 3.64% | 4.11% | 4.05% | 5.44% | 3.18% | 3.16% | 3.68% | 1.75% | 1.60% | 3.46% | 0.00% | 0.00% |
Drawdowns
SMCWX vs. DDLS - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -61.27%, 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. For additional features, visit the drawdowns tool.
Volatility
SMCWX vs. DDLS - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) and WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) have volatilities of 11.39% and 10.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.