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 2030 Fund | 0.01% | — | Feb 2001 | NWISX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWISX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | NWISX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | NWISX vs JLKYX |
Best Risk-Adjusted Alternatives to NWISX
NWISX has a PortfoliosLab risk / return rank of 56. There are 479 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | NWISX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | NWISX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | NWISX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | NWISX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | NWISX vs FRAMX |
Top Performing NWISX Alternatives (YTD)
NWISX is at 5.45% YTD. There are 485 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | NWISX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | NWISX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | NWISX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | NWISX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | NWISX vs FFSZX |
Lowest Volatility Alternatives to NWISX
NWISX has 8.01% 1-year volatility. There are 214 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | NWISX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | NWISX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | NWISX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | NWISX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.34% | — | Aug 2007 | NWISX vs FRIMX |
Lowest Drawdown Alternatives to NWISX
NWISX has a 1-year max drawdown of -6.25%. There are 227 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | NWISX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWISX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | NWISX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | NWISX vs FRKMX |
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 | NWISX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 53 | 7.92% | — | Nov 1998 | NWISX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 74 | 24.04% | — | Jun 1996 | NWISX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 23 | 17.30% | — | May 2001 | NWISX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 5 | 4.35% | — | Jan 2021 | NWISX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 30 | 7.86% | — | Dec 1999 | NWISX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 71 | 20.65% | — | Dec 1999 | NWISX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.22% | — | Nov 2015 | NWISX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.30% | — | Jan 1999 | NWISX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 50 | 15.01% | — | 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