SMCWX vs. VT
Compare and contrast key facts about American Funds SMALLCAP World Fund Class A (SMCWX) and Vanguard Total World Stock ETF (VT).
SMCWX is managed by American Funds. It was launched on Apr 30, 1990. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
SMCWX vs. VT - Performance Comparison
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SMCWX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | -4.37% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, SMCWX achieves a -4.37% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, SMCWX has underperformed VT with an annualized return of 8.67%, while VT has yielded a comparatively higher 11.53% annualized return.
SMCWX
- 1D
- -1.23%
- 1M
- -11.33%
- YTD
- -4.37%
- 6M
- -2.08%
- 1Y
- 16.75%
- 3Y*
- 7.63%
- 5Y*
- -0.15%
- 10Y*
- 8.67%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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SMCWX vs. VT - Expense Ratio Comparison
SMCWX has a 1.02% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
SMCWX vs. VT — Risk / Return Rank
SMCWX
VT
SMCWX vs. VT - 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 Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.25 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.84 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.83 | -0.69 |
Martin ratioReturn relative to average drawdown | 4.44 | 8.51 | -4.07 |
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 | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.25 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.58 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.67 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.40 | +0.16 |
Correlation
The correlation between SMCWX and VT is 0.91, 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. VT - Dividend Comparison
SMCWX's dividend yield for the trailing twelve months is around 5.07%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMCWX American Funds SMALLCAP World Fund Class A | 5.07% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
SMCWX vs. VT - Drawdown Comparison
The maximum SMCWX drawdown since its inception was -62.46%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SMCWX and VT.
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Drawdown Indicators
| SMCWX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -50.27% | -12.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -11.84% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -39.79% | -26.38% | -13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -39.79% | -34.24% | -5.55% |
Current DrawdownCurrent decline from peak | -13.13% | -6.89% | -6.24% |
Average DrawdownAverage peak-to-trough decline | -14.98% | -7.08% | -7.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.55% | +0.48% |
Volatility
SMCWX vs. VT - Volatility Comparison
American Funds SMALLCAP World Fund Class A (SMCWX) and Vanguard Total World Stock ETF (VT) have volatilities of 6.50% and 6.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMCWX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 6.33% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 9.95% | +1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 17.24% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 15.98% | +2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 17.20% | +0.52% |