NWJCX vs. FDTRX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Franklin DynaTech Fund Class R6 (FDTRX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. FDTRX is managed by Franklin Templeton. It was launched on Jun 24, 2013.
Performance
NWJCX vs. FDTRX - Performance Comparison
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NWJCX vs. FDTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | -2.18% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
FDTRX Franklin DynaTech Fund Class R6 | -15.17% | 18.97% | 31.01% | 44.92% | -40.07% | 12.90% | 58.22% | 36.84% | 3.22% | 39.87% |
Returns By Period
In the year-to-date period, NWJCX achieves a -2.18% return, which is significantly higher than FDTRX's -15.17% return. Over the past 10 years, NWJCX has outperformed FDTRX with an annualized return of 17.04%, while FDTRX has yielded a comparatively lower 15.79% annualized return.
NWJCX
- 1D
- -1.78%
- 1M
- -8.81%
- YTD
- -2.18%
- 6M
- -0.54%
- 1Y
- 24.17%
- 3Y*
- 21.03%
- 5Y*
- 12.73%
- 10Y*
- 17.04%
FDTRX
- 1D
- -1.40%
- 1M
- -9.28%
- YTD
- -15.17%
- 6M
- -15.64%
- 1Y
- 15.24%
- 3Y*
- 17.63%
- 5Y*
- 5.79%
- 10Y*
- 15.79%
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NWJCX vs. FDTRX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than FDTRX's 0.48% expense ratio.
Return for Risk
NWJCX vs. FDTRX — Risk / Return Rank
NWJCX
FDTRX
NWJCX vs. FDTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Franklin DynaTech Fund Class R6 (FDTRX). 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.
| NWJCX | FDTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.56 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.98 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.49 | +1.21 |
Martin ratioReturn relative to average drawdown | 6.92 | 1.61 | +5.32 |
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
| NWJCX | FDTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.56 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.22 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.65 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.65 | +0.10 |
Correlation
The correlation between NWJCX and FDTRX is 0.90, 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
NWJCX vs. FDTRX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.41%, less than FDTRX's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.41% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
FDTRX Franklin DynaTech Fund Class R6 | 12.24% | 10.39% | 0.00% | 0.00% | 0.00% | 1.36% | 0.00% | 0.71% | 2.80% | 1.71% | 3.44% | 2.40% |
Drawdowns
NWJCX vs. FDTRX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum FDTRX drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for NWJCX and FDTRX.
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Drawdown Indicators
| NWJCX | FDTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -48.10% | +16.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -20.39% | +7.64% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -48.10% | +16.79% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -48.10% | +16.79% |
Current DrawdownCurrent decline from peak | -10.18% | -20.39% | +10.21% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -9.22% | +4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 6.24% | -3.12% |
Volatility
NWJCX vs. FDTRX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 6.71%, while Franklin DynaTech Fund Class R6 (FDTRX) has a volatility of 7.58%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than FDTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | FDTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.58% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 13.81% | 16.06% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 26.05% | -3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 26.20% | -4.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 24.48% | -3.14% |