SMCWX vs. VOO
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and Vanguard S&P 500 ETF (VOO).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
SMCWX vs. VOO - Performance Comparison
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SMCWX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, SMCWX achieves a -1.05% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, SMCWX has underperformed VOO with an annualized return of 9.04%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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SMCWX vs. VOO - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
SMCWX vs. VOO — Risk / Return Rank
SMCWX
VOO
SMCWX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.01 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.53 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.55 | +0.11 |
Martin ratioReturn relative to average drawdown | 6.37 | 7.31 | -0.94 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.01 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.71 | -0.70 |
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 | 0.83 | -0.27 |
Correlation
The correlation between SMCWX and VOO is 0.85, 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. VOO - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 4.90%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
SMCWX vs. VOO - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SMCWX and VOO.
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Drawdown Indicators
| SMCWX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -33.99% | -28.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -11.98% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -24.52% | -15.27% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -33.99% | -5.80% |
Current DrawdownCurrent decline from peak | -10.12% | -5.55% | -4.57% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -3.72% | -11.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.55% | +0.53% |
Volatility
SMCWX vs. VOO - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) has a higher volatility of 7.62% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that SMCWX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 5.34% | +2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 9.47% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 18.11% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 16.82% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 17.99% | -0.23% |