GRISX vs. NWGSX
Compare and contrast key facts about Nationwide S&P 500 Index Fund (GRISX) and Nationwide WCM Focused Small Cap Fund (NWGSX).
GRISX is a passively managed fund by Nationwide that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 1998. NWGSX is managed by Nationwide. It was launched on Mar 1, 2007.
Performance
GRISX vs. NWGSX - Performance Comparison
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GRISX vs. NWGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRISX Nationwide S&P 500 Index Fund | -4.41% | 17.41% | 24.13% | 25.55% | -18.49% | 28.32% | 17.92% | 30.94% | -3.84% | 21.35% |
NWGSX Nationwide WCM Focused Small Cap Fund | -8.12% | -5.72% | 3.23% | 26.14% | -14.72% | 19.18% | 1.19% | 28.90% | -8.64% | 13.95% |
Returns By Period
In the year-to-date period, GRISX achieves a -4.41% return, which is significantly higher than NWGSX's -8.12% return. Over the past 10 years, GRISX has outperformed NWGSX with an annualized return of 13.69%, while NWGSX has yielded a comparatively lower 6.86% annualized return.
GRISX
- 1D
- 2.95%
- 1M
- -5.03%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 16.97%
- 3Y*
- 17.65%
- 5Y*
- 11.26%
- 10Y*
- 13.69%
NWGSX
- 1D
- 3.40%
- 1M
- -9.26%
- YTD
- -8.12%
- 6M
- -7.96%
- 1Y
- -3.88%
- 3Y*
- 1.21%
- 5Y*
- 0.21%
- 10Y*
- 6.86%
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GRISX vs. NWGSX - Expense Ratio Comparison
GRISX has a 0.44% expense ratio, which is lower than NWGSX's 0.89% expense ratio.
Return for Risk
GRISX vs. NWGSX — Risk / Return Rank
GRISX
NWGSX
GRISX vs. NWGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide S&P 500 Index Fund (GRISX) and Nationwide WCM Focused Small Cap Fund (NWGSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GRISX | NWGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | -0.17 | +1.13 |
Sortino ratioReturn per unit of downside risk | 1.47 | -0.10 | +1.56 |
Omega ratioGain probability vs. loss probability | 1.22 | 0.99 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | -0.19 | +1.68 |
Martin ratioReturn relative to average drawdown | 7.12 | -0.58 | +7.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GRISX | NWGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | -0.17 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.01 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.31 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.09 |
Correlation
The correlation between GRISX and NWGSX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GRISX vs. NWGSX - Dividend Comparison
GRISX's dividend yield for the trailing twelve months is around 5.35%, less than NWGSX's 27.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRISX Nationwide S&P 500 Index Fund | 5.35% | 5.08% | 2.62% | 0.79% | 1.67% | 4.96% | 1.27% | 6.26% | 18.54% | 6.66% | 7.42% | 11.98% |
NWGSX Nationwide WCM Focused Small Cap Fund | 27.94% | 25.67% | 4.86% | 3.16% | 2.09% | 2.19% | 0.00% | 4.35% | 64.46% | 8.48% | 0.13% | 3.32% |
Drawdowns
GRISX vs. NWGSX - Drawdown Comparison
The maximum GRISX drawdown since its inception was -55.53%, which is greater than NWGSX's maximum drawdown of -46.36%. Use the drawdown chart below to compare losses from any high point for GRISX and NWGSX.
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Drawdown Indicators
| GRISX | NWGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.53% | -46.36% | -9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -16.31% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -26.66% | +1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -46.36% | +12.51% |
Current DrawdownCurrent decline from peak | -6.27% | -21.24% | +14.97% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -7.32% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 5.28% | -2.75% |
Volatility
GRISX vs. NWGSX - Volatility Comparison
The current volatility for Nationwide S&P 500 Index Fund (GRISX) is 5.34%, while Nationwide WCM Focused Small Cap Fund (NWGSX) has a volatility of 7.52%. This indicates that GRISX experiences smaller price fluctuations and is considered to be less risky than NWGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRISX | NWGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 7.52% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 14.02% | -4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 21.87% | -3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 20.11% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 22.10% | -4.04% |