NWAUX vs. SPMO

In the year-to-date period, NWAUX achieves a -3.31% return, which is significantly lower than SPMO's 11.09% return.

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NWAUX has a 0.74% expense ratio, which is higher than SPMO's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nationwide GQG US Quality Equity Fund (NWAUX) and Invesco S&P 500® Momentum ETF (SPMO). 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.

The current NWAUX Sharpe Ratio is -0.47, which is lower than the SPMO Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of NWAUX and SPMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NWAUX's dividend yield for the trailing twelve months is around 14.04%, more than SPMO's 0.48% yield.

The maximum NWAUX drawdown since its inception was -25.28%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for NWAUX and SPMO.

The current volatility for Nationwide GQG US Quality Equity Fund (NWAUX) is 4.17%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 5.51%. This indicates that NWAUX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.