Nationwide GQG US Quality Equity Fund (NWAUX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWAUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWAUX
NWAUX charges 0.74% annually. There are 220 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NWAUX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NWAUX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NWAUX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NWAUX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | NWAUX vs VITPX |
Best Risk-Adjusted Alternatives to NWAUX
NWAUX has a PortfoliosLab risk / return rank of 4. There are 386 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | NWAUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | NWAUX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | NWAUX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | NWAUX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | NWAUX vs IGIAX |
Top Performing NWAUX Alternatives (YTD)
NWAUX is at 2.66% YTD. There are 351 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | NWAUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | NWAUX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | NWAUX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | NWAUX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | NWAUX vs FLVCX |
Lowest Volatility Alternatives to NWAUX
NWAUX has 10.43% 1-year volatility. There are 34 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | NWAUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | NWAUX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | NWAUX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | NWAUX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | NWAUX vs FSUVX |
Lowest Drawdown Alternatives to NWAUX
NWAUX has a 1-year max drawdown of -8.55%. There are 81 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | NWAUX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NWAUX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NWAUX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NWAUX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NWAUX vs QUERX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.37% | — | Nov 2015 | NWAUX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 9.61% | — | Nov 1998 | NWAUX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 83 | 28.90% | — | Jun 1996 | NWAUX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 32 | 22.86% | — | May 2001 | NWAUX vs NWHQX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 38 | 10.39% | — | Dec 1999 | NWAUX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 70 | 21.36% | — | Dec 1999 | NWAUX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.22% | — | Nov 2015 | NWAUX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -5.23% | — | Jan 1999 | NWAUX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 49 | 15.54% | — | Dec 1999 | NWAUX vs GMXAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 14 | -0.18% | — | Dec 1999 | NWAUX vs GBIAX |
Often Compared With NWAUX
Investors most often compare NWAUX with DREVX, GQEPX, FOCPX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NWAUX with Any Fund or Stock
Compare NWAUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWAUX with funds that move differently
Nationwide GQG US Quality Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWAUX.
Explore NWAUX Diversifiers