GRISX vs. NWHQX
Compare and contrast key facts about Nationwide S&P 500 Index Fund (GRISX) and Nationwide Bailard Technology and Science Fund (NWHQX).
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. NWHQX is managed by Nationwide. It was launched on May 29, 2001.
Performance
GRISX vs. NWHQX - Performance Comparison
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GRISX vs. NWHQX - 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% |
NWHQX Nationwide Bailard Technology and Science Fund | -11.42% | 18.58% | 26.23% | 63.66% | -37.23% | 19.21% | 50.97% | 38.91% | -3.16% | 38.22% |
Returns By Period
In the year-to-date period, GRISX achieves a -4.41% return, which is significantly higher than NWHQX's -11.42% return. Over the past 10 years, GRISX has underperformed NWHQX with an annualized return of 13.69%, while NWHQX has yielded a comparatively higher 17.70% 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%
NWHQX
- 1D
- 4.64%
- 1M
- -6.19%
- YTD
- -11.42%
- 6M
- -14.02%
- 1Y
- 14.27%
- 3Y*
- 21.35%
- 5Y*
- 8.98%
- 10Y*
- 17.70%
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GRISX vs. NWHQX - Expense Ratio Comparison
GRISX has a 0.44% expense ratio, which is lower than NWHQX's 0.92% expense ratio.
Return for Risk
GRISX vs. NWHQX — Risk / Return Rank
GRISX
NWHQX
GRISX vs. NWHQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide S&P 500 Index Fund (GRISX) and Nationwide Bailard Technology and Science Fund (NWHQX). 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 | NWHQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.57 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.98 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.70 | +0.79 |
Martin ratioReturn relative to average drawdown | 7.12 | 2.19 | +4.93 |
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 | NWHQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.57 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.34 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.71 | -0.30 |
Correlation
The correlation between GRISX and NWHQX is 0.88, 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. NWHQX - Dividend Comparison
GRISX's dividend yield for the trailing twelve months is around 5.35%, less than NWHQX's 13.22% 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% |
NWHQX Nationwide Bailard Technology and Science Fund | 13.22% | 11.71% | 12.90% | 6.49% | 11.34% | 17.51% | 11.54% | 7.38% | 17.44% | 10.29% | 7.72% | 8.63% |
Drawdowns
GRISX vs. NWHQX - Drawdown Comparison
The maximum GRISX drawdown since its inception was -55.53%, which is greater than NWHQX's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for GRISX and NWHQX.
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Drawdown Indicators
| GRISX | NWHQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.53% | -42.61% | -12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -21.34% | +9.23% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -42.61% | +17.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -42.61% | +8.76% |
Current DrawdownCurrent decline from peak | -6.27% | -17.69% | +11.42% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -7.14% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 6.83% | -4.30% |
Volatility
GRISX vs. NWHQX - Volatility Comparison
The current volatility for Nationwide S&P 500 Index Fund (GRISX) is 5.34%, while Nationwide Bailard Technology and Science Fund (NWHQX) has a volatility of 8.57%. This indicates that GRISX experiences smaller price fluctuations and is considered to be less risky than NWHQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRISX | NWHQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 8.57% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 17.26% | -7.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 27.55% | -9.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 26.31% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 25.10% | -7.04% |