MUIFX vs. VOO
Compare and contrast key facts about Nationwide Fund (MUIFX) and Vanguard S&P 500 ETF (VOO).
MUIFX is managed by Nationwide. It was launched on May 11, 1933. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
MUIFX vs. VOO - Performance Comparison
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MUIFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | -8.65% | 14.21% | 21.61% | 25.72% | -19.09% | 25.37% | 22.59% | 30.95% | -6.06% | 19.79% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, MUIFX achieves a -8.65% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, MUIFX has underperformed VOO with an annualized return of 12.46%, while VOO has yielded a comparatively higher 14.05% annualized return.
MUIFX
- 1D
- -0.04%
- 1M
- -7.72%
- YTD
- -8.65%
- 6M
- -7.11%
- 1Y
- 9.81%
- 3Y*
- 14.09%
- 5Y*
- 9.02%
- 10Y*
- 12.46%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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MUIFX vs. VOO - Expense Ratio Comparison
MUIFX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
MUIFX vs. VOO — Risk / Return Rank
MUIFX
VOO
MUIFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Fund (MUIFX) and Vanguard S&P 500 ETF (VOO). 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.
| MUIFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.98 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.50 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.53 | -0.83 |
Martin ratioReturn relative to average drawdown | 2.95 | 7.29 | -4.35 |
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
| MUIFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.83 | -0.31 |
Correlation
The correlation between MUIFX and VOO is 0.98, 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
MUIFX vs. VOO - Dividend Comparison
MUIFX's dividend yield for the trailing twelve months is around 28.91%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIFX Nationwide Fund | 28.91% | 26.23% | 11.10% | 3.28% | 4.19% | 14.53% | 3.15% | 2.94% | 27.39% | 9.55% | 4.40% | 3.85% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
MUIFX vs. VOO - Drawdown Comparison
The maximum MUIFX drawdown since its inception was -58.31%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MUIFX and VOO.
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Drawdown Indicators
| MUIFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -33.99% | -24.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.68% | -11.98% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -25.44% | -24.52% | -0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -33.99% | -0.38% |
Current DrawdownCurrent decline from peak | -10.27% | -6.29% | -3.98% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -3.72% | -5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.52% | +0.26% |
Volatility
MUIFX vs. VOO - Volatility Comparison
The current volatility for Nationwide Fund (MUIFX) is 4.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that MUIFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUIFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.29% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 9.44% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 18.10% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.36% | 16.82% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.26% | 17.99% | +0.27% |