NWJCX vs. FELAX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
NWJCX vs. FELAX - Performance Comparison
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NWJCX vs. FELAX - 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% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.28% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, NWJCX achieves a -2.18% return, which is significantly lower than FELAX's 0.28% return. Over the past 10 years, NWJCX has underperformed FELAX with an annualized return of 17.04%, while FELAX has yielded a comparatively higher 29.63% 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%
FELAX
- 1D
- -4.25%
- 1M
- -10.01%
- YTD
- 0.28%
- 6M
- 8.18%
- 1Y
- 77.14%
- 3Y*
- 38.05%
- 5Y*
- 27.80%
- 10Y*
- 29.63%
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NWJCX vs. FELAX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Return for Risk
NWJCX vs. FELAX — Risk / Return Rank
NWJCX
FELAX
NWJCX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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 | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.93 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.54 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 4.16 | -2.46 |
Martin ratioReturn relative to average drawdown | 6.92 | 15.82 | -8.90 |
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 | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.93 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.87 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.39 | +0.36 |
Correlation
The correlation between NWJCX and FELAX is 0.86, 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. FELAX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.41%, less than FELAX's 6.94% 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% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.94% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
NWJCX vs. FELAX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for NWJCX and FELAX.
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Drawdown Indicators
| NWJCX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -71.33% | +40.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -17.10% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -46.15% | +14.84% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -46.15% | +14.84% |
Current DrawdownCurrent decline from peak | -10.18% | -14.66% | +4.48% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -22.02% | +16.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 4.49% | -1.37% |
Volatility
NWJCX vs. FELAX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 6.71%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 10.50%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 10.50% | -3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.81% | 24.76% | -10.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 39.68% | -17.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 37.96% | -16.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 34.34% | -13.00% |