Nationwide Destination 2030 Fund (NWISX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NWISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWISX
NWISX charges 0.38% annually. There are 301 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | NWISX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | NWISX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWISX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | NWISX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | NWISX vs PMTIX |
Best Risk-Adjusted Alternatives to NWISX
NWISX has a PortfoliosLab risk / return rank of 62. There are 387 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 85 | — | Sep 2014 | NWISX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | NWISX vs URINX | |
| USAA Target Retirement 2040 Fund | 85 | — | Jul 2008 | NWISX vs URFRX | |
| USAA Target Retirement 2030 Fund | 85 | — | Jul 2008 | NWISX vs URTRX | |
| USAA Target Retirement 2050 Fund | 85 | — | Jul 2008 | NWISX vs URFFX |
Top Performing NWISX Alternatives (YTD)
NWISX is at 7.84% YTD. There are 457 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 16.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 16.34% | — | Jul 2013 | NWISX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 16.20% | — | Jun 2017 | NWISX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 16.14% | — | Aug 2014 | NWISX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 16.11% | — | Jun 2019 | NWISX vs FFSZX | |
| Fidelity Flex Freedom Blend 2065 Fund | 16.10% | — | Jun 2019 | NWISX vs FDFPX |
Lowest Volatility Alternatives to NWISX
NWISX has 8.21% 1-year volatility. There are 187 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.53% | — | Nov 2015 | NWISX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.48% | — | Oct 2009 | NWISX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.51% | — | Oct 2009 | NWISX vs FFGZX | |
| MFS Lifetime Income Fund | 4.53% | — | Sep 2005 | NWISX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.54% | — | Nov 2015 | NWISX vs DRIQX |
Lowest Drawdown Alternatives to NWISX
NWISX has a 1-year max drawdown of -6.25%. There are 198 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | NWISX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | NWISX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWISX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | NWISX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | NWISX vs PRMYX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, NWXEX, GRISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.87% | — | Nov 2015 | NWISX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.70% | — | Nov 2015 | NWISX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 66 | 13.50% | — | Nov 1998 | NWISX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 70 | 26.21% | — | Jun 1996 | NWISX vs NWJCX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 17 | 8.62% | — | Jan 2021 | NWISX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 50 | 13.21% | — | Dec 1999 | NWISX vs GIIAX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 24 | 20.91% | — | May 2001 | NWISX vs NWHQX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 78 | 22.76% | — | Dec 1999 | NWISX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 2.06% | — | Jan 1999 | NWISX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 56 | 17.54% | — | Dec 1999 | NWISX vs GMXAX |
Often Compared With NWISX
Investors most often compare NWISX with DGRO, GBIAX, NDMAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NWISX with Any Fund or Stock
Compare NWISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWISX with funds that move differently
Nationwide Destination 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWISX.
Explore NWISX Diversifiers