Nationwide Bailard Technology and Science Fund (NWHQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NWHQX
NWHQX charges 0.92% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among NWHQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | NWHQX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | NWHQX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | NWHQX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | NWHQX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | NWHQX vs FIKHX |
Best Risk-Adjusted Alternatives to NWHQX
Among mutual funds in the Technology Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | NWHQX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | NWHQX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | NWHQX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | NWHQX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | NWHQX vs FELIX |
Top Performing NWHQX Alternatives (YTD)
NWHQX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | NWHQX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | NWHQX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | NWHQX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | NWHQX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | NWHQX vs RYSIX |
Lowest Volatility Alternatives to NWHQX
NWHQX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | NWHQX vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | NWHQX vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | NWHQX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | NWHQX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | NWHQX vs NWJCX |
Lowest Drawdown Alternatives to NWHQX
NWHQX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | NWHQX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | NWHQX vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | NWHQX vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | NWHQX vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | NWHQX vs BOGSX |
Other Mutual Funds from Nationwide
Most popular Nationwide mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 0.76% | Nov 1, 2015 | NWHQX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 43 | -7.15% | Nov 2, 1998 | NWHQX vs GRISX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 17 | 9.70% | Jan 24, 2021 | NWHQX vs NWAUX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -11.40% | Jan 4, 1999 | NWHQX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 46 | -2.61% | Dec 29, 1999 | NWHQX vs GMRAX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 29 | -0.45% | Dec 29, 1999 | NWHQX vs GMXAX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 60 | -2.12% | Dec 29, 1999 | NWHQX vs GIIAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 42 | -0.61% | Dec 29, 1999 | NWHQX vs GBIAX | |
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 62 | -2.76% | Mar 29, 2000 | NWHQX vs NDMAX | |
| Nationwide Loomis Core Bond Fund | Intermediate Core Bond | 45 | -0.60% | Feb 15, 1984 | NWHQX vs NWJJX |
Often Compared With NWHQX
What investors most often compare with NWHQX, 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.