Nationwide Bailard Technology and Science Fund (NWHQX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWHQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWHQX
NWHQX charges 0.92% annually. There are 33 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | NWHQX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | NWHQX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | NWHQX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | NWHQX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | NWHQX vs FIKHX |
Best Risk-Adjusted Alternatives to NWHQX
NWHQX has a PortfoliosLab risk / return rank of 27. There are 59 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | NWHQX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | — | Jul 1985 | NWHQX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | NWHQX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | NWHQX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | NWHQX vs SLMCX |
Top Performing NWHQX Alternatives (YTD)
NWHQX is at 21.38% YTD. There are 54 mutual funds in the Technology Equities category with higher YTD returns, going as high as 78.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 78.03% | — | Jul 1985 | NWHQX vs FDCPX | |
| Rydex Electronics Fund | 77.01% | — | Mar 1998 | NWHQX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 69.86% | — | Oct 2018 | NWHQX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 69.83% | — | Jul 1985 | NWHQX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 69.76% | — | Dec 2000 | NWHQX vs FELIX |
Lowest Volatility Alternatives to NWHQX
NWHQX has 24.55% 1-year volatility. There are 26 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.47% | — | Nov 1993 | NWHQX vs GTTIX | |
| Towpath Technology Fund | 15.56% | — | Feb 2021 | NWHQX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.09% | 6.30B | Mar 2005 | NWHQX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.86% | — | Oct 1997 | NWHQX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | NWHQX vs AIO |
Lowest Drawdown Alternatives to NWHQX
NWHQX has a 1-year max drawdown of -21.34%. There are 65 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | NWHQX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | NWHQX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | NWHQX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | NWHQX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | NWHQX vs AIO |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWXEX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.57% | — | Nov 2015 | NWHQX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 11.15% | — | Nov 1998 | NWHQX vs GRISX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.53% | — | Nov 2015 | NWHQX vs NWXEX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 7 | 5.60% | — | Jan 2021 | NWHQX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 9.90% | — | Dec 1999 | NWHQX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 20.34% | — | Dec 1999 | NWHQX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.15% | — | Jan 1999 | NWHQX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 38 | 14.87% | — | Dec 1999 | NWHQX vs GMXAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 14 | -0.21% | — | Dec 1999 | NWHQX vs GBIAX | |
| Nationwide Investor Destinations Moderately Conser... | Diversified Portfolio | 59 | 5.68% | — | Mar 2000 | NWHQX vs NADCX |
Often Compared With NWHQX
Investors most often compare NWHQX with JLGMX, NDMAX, MUIFX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NWHQX with Any Fund or Stock
Compare NWHQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWHQX with funds that move differently
Nationwide Bailard Technology and Science Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWHQX.
Explore NWHQX Diversifiers