Nationwide GQG US Quality Equity Fund (NWAUX) belongs to the Quality Factor 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 10 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | NWAUX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | NWAUX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | NWAUX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | NWAUX vs GQEFX | |
| GMO Quality Fund | 0.49% | — | Feb 2004 | NWAUX vs GQETX |
Best Risk-Adjusted Alternatives to NWAUX
NWAUX has a PortfoliosLab risk / return rank of 14. There are 18 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 68 | — | Jun 2021 | NWAUX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 68 | — | Jun 2021 | NWAUX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | 58 | — | Jun 2021 | NWAUX vs GQHPX | |
| GMO Quality Fund | 53 | — | Feb 2004 | NWAUX vs GQETX | |
| GMO Quality Fund Class IV | 52 | — | Feb 2004 | NWAUX vs GQEFX |
Top Performing NWAUX Alternatives (YTD)
NWAUX is at 6.48% YTD. There are 16 mutual funds in the Quality Factor category with higher YTD returns, going as high as 15.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 15.34% | — | Apr 2007 | NWAUX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | NWAUX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | NWAUX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.44% | — | Jun 2021 | NWAUX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 10.50% | — | Jun 2021 | NWAUX vs GQJPX |
Lowest Volatility Alternatives to NWAUX
NWAUX has 10.60% 1-year volatility. There are 7 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.47% | — | Mar 2019 | NWAUX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.50% | — | Mar 2019 | NWAUX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | NWAUX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | NWAUX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | NWAUX vs HAVGX |
Lowest Drawdown Alternatives to NWAUX
NWAUX has a 1-year max drawdown of -8.55%. There are 8 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | NWAUX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | NWAUX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | NWAUX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | NWAUX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | NWAUX vs GQRPX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, NWXEX, GRISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.67% | — | Nov 2015 | NWAUX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.60% | — | Nov 2015 | NWAUX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 55 | 9.87% | — | Nov 1998 | NWAUX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 67 | 21.45% | — | Jun 1996 | NWAUX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 58 | 11.36% | — | Dec 1999 | NWAUX vs GIIAX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 19 | 13.96% | — | May 2001 | NWAUX vs NWHQX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 73 | 18.47% | — | Dec 1999 | NWAUX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.49% | — | Jan 1999 | NWAUX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 49 | 14.21% | — | Dec 1999 | NWAUX vs GMXAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 11 | -1.14% | — | 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