NWAUX vs. VOO
Compare and contrast key facts about Nationwide GQG US Quality Equity Fund (NWAUX) and Vanguard S&P 500 ETF (VOO).
NWAUX is managed by Nationwide. It was launched on Jan 24, 2021. 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
NWAUX vs. VOO - Performance Comparison
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NWAUX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NWAUX Nationwide GQG US Quality Equity Fund | 9.70% | -4.92% | 27.90% | 18.30% | -3.23% | 22.65% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 24.39% |
Returns By Period
In the year-to-date period, NWAUX achieves a 9.70% return, which is significantly higher than VOO's -4.42% return.
NWAUX
- 1D
- 0.74%
- 1M
- -1.92%
- YTD
- 9.70%
- 6M
- 7.83%
- 1Y
- 4.93%
- 3Y*
- 17.42%
- 5Y*
- 12.67%
- 10Y*
- —
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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NWAUX vs. VOO - Expense Ratio Comparison
NWAUX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
NWAUX vs. VOO — Risk / Return Rank
NWAUX
VOO
NWAUX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide GQG US Quality Equity Fund (NWAUX) 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.
| NWAUX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.98 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.50 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.53 | -0.95 |
Martin ratioReturn relative to average drawdown | 1.36 | 7.29 | -5.93 |
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
| NWAUX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.98 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.70 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.83 | 0.00 |
Correlation
The correlation between NWAUX and VOO is 0.71, 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
NWAUX vs. VOO - Dividend Comparison
NWAUX's dividend yield for the trailing twelve months is around 4.69%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWAUX Nationwide GQG US Quality Equity Fund | 4.69% | 4.35% | 13.58% | 0.40% | 1.93% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
NWAUX vs. VOO - Drawdown Comparison
The maximum NWAUX drawdown since its inception was -21.07%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NWAUX and VOO.
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Drawdown Indicators
| NWAUX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.07% | -33.99% | +12.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.87% | -11.98% | +3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -24.52% | +3.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -7.03% | -6.29% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -3.72% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.52% | +1.31% |
Volatility
NWAUX vs. VOO - Volatility Comparison
The current volatility for Nationwide GQG US Quality Equity Fund (NWAUX) is 2.74%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that NWAUX 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
| NWAUX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.74% | 5.29% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.29% | 9.44% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.58% | 18.10% | -5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.10% | 16.82% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 17.99% | -1.94% |