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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMCWX or VOO.
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.
Performance
SMCWX vs. VOO - Performance Comparison
Key characteristics
SMCWX:
-0.83
VOO:
-0.07
SMCWX:
-1.03
VOO:
0.01
SMCWX:
0.87
VOO:
1.00
SMCWX:
-0.37
VOO:
-0.07
SMCWX:
-2.73
VOO:
-0.36
SMCWX:
5.03%
VOO:
3.31%
SMCWX:
16.58%
VOO:
15.79%
SMCWX:
-61.27%
VOO:
-33.99%
SMCWX:
-37.24%
VOO:
-17.13%
Returns By Period
The year-to-date returns for both investments are quite close, with SMCWX having a -13.71% return and VOO slightly higher at -13.30%. Over the past 10 years, SMCWX has underperformed VOO with an annualized return of 2.03%, while VOO has yielded a comparatively higher 11.35% annualized return.
SMCWX
-13.71%
-11.57%
-16.42%
-13.02%
6.52%
2.03%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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.
Risk-Adjusted Performance
SMCWX vs. VOO — Risk-Adjusted Performance Rank
SMCWX
VOO
SMCWX vs. VOO - Risk-Adjusted Performance 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.
Dividends
SMCWX vs. VOO - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 0.69%, less than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 0.69% | 0.60% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SMCWX vs. VOO - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -61.27%, 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. For additional features, visit the drawdowns tool.
Volatility
SMCWX vs. VOO - Volatility Comparison
The current volatility for American Funds SMALLCAP World Fund Class A (SMCWX) is 8.50%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that SMCWX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.