SMCWX vs. SCHG
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
SMCWX vs. SCHG - Performance Comparison
Loading graphics...
SMCWX vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, SMCWX achieves a -1.05% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, SMCWX has underperformed SCHG with an annualized return of 9.04%, while SCHG has yielded a comparatively higher 16.95% 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%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SMCWX vs. SCHG - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
SMCWX vs. SCHG — Risk / Return Rank
SMCWX
SCHG
SMCWX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.76 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.24 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.09 | +0.57 |
Martin ratioReturn relative to average drawdown | 6.37 | 3.71 | +2.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SMCWX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.76 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.57 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.79 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.79 | -0.23 |
Correlation
The correlation between SMCWX and SCHG is 0.84, 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. SCHG - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, more than SCHG's 0.43% 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
SMCWX vs. SCHG - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for SMCWX and SCHG.
Loading graphics...
Drawdown Indicators
| SMCWX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -34.59% | -27.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -16.41% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -34.59% | -5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -34.59% | -5.20% |
Current DrawdownCurrent decline from peak | -10.12% | -12.51% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -5.22% | -9.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 4.84% | -1.76% |
Volatility
SMCWX vs. SCHG - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SMCWX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 6.77% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 12.54% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 22.45% | -4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 22.31% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 21.51% | -3.75% |