SMCWX vs. DFVQX
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and DFA International Vector Equity Portfolio (DFVQX).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. DFVQX is managed by Dimensional. It was launched on Aug 13, 2008.
Performance
SMCWX vs. DFVQX - Performance Comparison
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SMCWX vs. DFVQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
DFVQX DFA International Vector Equity Portfolio | 3.85% | 38.02% | 4.55% | 17.05% | -12.54% | 15.01% | 6.10% | 20.87% | -19.03% | 27.51% |
Returns By Period
In the year-to-date period, SMCWX achieves a -1.05% return, which is significantly lower than DFVQX's 3.85% return. Over the past 10 years, SMCWX has underperformed DFVQX with an annualized return of 9.04%, while DFVQX has yielded a comparatively higher 9.69% annualized return.
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
DFVQX
- 1D
- 2.92%
- 1M
- -6.47%
- YTD
- 3.85%
- 6M
- 9.44%
- 1Y
- 33.17%
- 3Y*
- 17.91%
- 5Y*
- 10.13%
- 10Y*
- 9.69%
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SMCWX vs. DFVQX - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than DFVQX's 0.36% expense ratio.
Return for Risk
SMCWX vs. DFVQX — Risk / Return Rank
SMCWX
DFVQX
SMCWX vs. DFVQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and DFA International Vector Equity Portfolio (DFVQX). 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 | DFVQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 2.16 | -1.00 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.78 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.62 | -0.96 |
Martin ratioReturn relative to average drawdown | 6.37 | 10.71 | -4.34 |
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 | DFVQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 2.16 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.66 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.58 | -0.02 |
Correlation
The correlation between SMCWX and DFVQX is 0.81, 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. DFVQX - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, more than DFVQX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
DFVQX DFA International Vector Equity Portfolio | 3.13% | 3.06% | 3.56% | 3.47% | 2.73% | 4.76% | 1.79% | 2.68% | 5.96% | 1.81% | 2.15% | 2.77% |
Drawdowns
SMCWX vs. DFVQX - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than DFVQX's maximum drawdown of -44.58%. Use the drawdown chart below to compare losses from any high point for SMCWX and DFVQX.
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Drawdown Indicators
| SMCWX | DFVQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -44.58% | -17.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.98% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -28.33% | -11.46% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -44.58% | +4.79% |
Current DrawdownCurrent decline from peak | -10.12% | -7.76% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -7.92% | -7.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.90% | +0.18% |
Volatility
SMCWX vs. DFVQX - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to DFA International Vector Equity Portfolio (DFVQX) at 6.99%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier than DFVQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | DFVQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.99% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 10.22% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 15.71% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 15.57% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 16.50% | +1.26% |