NWISX vs. DGRO
Compare and contrast key facts about Nationwide Destination 2030 Fund (NWISX) and iShares Core Dividend Growth ETF (DGRO).
NWISX is managed by Nationwide. It was launched on Aug 28, 2007. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWISX or DGRO.
Correlation
The correlation between NWISX and DGRO is 0.87, 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.
Performance
NWISX vs. DGRO - Performance Comparison
Key characteristics
NWISX:
0.10
DGRO:
1.80
NWISX:
0.18
DGRO:
2.54
NWISX:
1.04
DGRO:
1.32
NWISX:
0.07
DGRO:
2.83
NWISX:
0.30
DGRO:
8.62
NWISX:
3.90%
DGRO:
2.08%
NWISX:
11.38%
DGRO:
9.98%
NWISX:
-50.24%
DGRO:
-35.10%
NWISX:
-14.68%
DGRO:
-1.97%
Returns By Period
In the year-to-date period, NWISX achieves a 2.29% return, which is significantly lower than DGRO's 3.16% return. Over the past 10 years, NWISX has underperformed DGRO with an annualized return of 0.80%, while DGRO has yielded a comparatively higher 11.77% annualized return.
NWISX
2.29%
1.90%
-3.44%
1.06%
1.15%
0.80%
DGRO
3.16%
3.11%
8.62%
17.34%
10.88%
11.77%
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NWISX vs. DGRO - Expense Ratio Comparison
NWISX has a 0.38% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
NWISX vs. DGRO — Risk-Adjusted Performance Rank
NWISX
DGRO
NWISX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2030 Fund (NWISX) and iShares Core Dividend Growth ETF (DGRO). 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.
Dividends
NWISX vs. DGRO - Dividend Comparison
NWISX's dividend yield for the trailing twelve months is around 3.42%, more than DGRO's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWISX Nationwide Destination 2030 Fund | 3.42% | 3.50% | 2.83% | 1.36% | 3.54% | 5.39% | 4.22% | 2.54% | 2.11% | 1.88% | 1.54% | 2.05% |
DGRO iShares Core Dividend Growth ETF | 2.19% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
NWISX vs. DGRO - Drawdown Comparison
The maximum NWISX drawdown since its inception was -50.24%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for NWISX and DGRO. For additional features, visit the drawdowns tool.
Volatility
NWISX vs. DGRO - Volatility Comparison
The current volatility for Nationwide Destination 2030 Fund (NWISX) is 2.35%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.03%. This indicates that NWISX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.