SMCWX vs. FYLD

In the year-to-date period, SMCWX achieves a 1.25% return, which is significantly lower than FYLD's 11.50% return. Over the past 10 years, SMCWX has underperformed FYLD with an annualized return of 3.18%, while FYLD has yielded a comparatively higher 6.19% annualized return.

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SMCWX has a 1.02% expense ratio, which is higher than FYLD's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and Cambria Foreign Shareholder Yield ETF (FYLD). 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.

The current SMCWX Sharpe Ratio is 0.04, which is lower than the FYLD Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of SMCWX and FYLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMCWX's dividend yield for the trailing twelve months is around 0.59%, less than FYLD's 4.15% yield.

The maximum SMCWX drawdown since its inception was -61.27%, which is greater than FYLD's maximum drawdown of -44.56%. Use the drawdown chart below to compare losses from any high point for SMCWX and FYLD. For additional features, visit the drawdowns tool.

American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 4.67% compared to Cambria Foreign Shareholder Yield ETF (FYLD) at 2.83%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier than FYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.