NWJCX vs. FELTX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Advisor Semiconductors Fund Class M (FELTX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. FELTX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
NWJCX vs. FELTX - Performance Comparison
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NWJCX vs. FELTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 1.42% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
FELTX Fidelity Advisor Semiconductors Fund Class M | 7.36% | 44.53% | 43.39% | 74.66% | -35.23% | 57.08% | 43.20% | 63.20% | -13.06% | 33.66% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly lower than FELTX's 7.36% return. Over the past 10 years, NWJCX has underperformed FELTX with an annualized return of 17.47%, while FELTX has yielded a comparatively higher 30.16% annualized return.
NWJCX
- 1D
- 3.67%
- 1M
- -5.70%
- YTD
- 1.42%
- 6M
- 1.60%
- 1Y
- 28.37%
- 3Y*
- 22.50%
- 5Y*
- 13.12%
- 10Y*
- 17.47%
FELTX
- 1D
- 7.14%
- 1M
- -4.48%
- YTD
- 7.36%
- 6M
- 14.20%
- 1Y
- 87.80%
- 3Y*
- 40.92%
- 5Y*
- 28.38%
- 10Y*
- 30.16%
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NWJCX vs. FELTX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is lower than FELTX's 1.26% expense ratio.
Return for Risk
NWJCX vs. FELTX — Risk / Return Rank
NWJCX
FELTX
NWJCX vs. FELTX - 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 M (FELTX). 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 | FELTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 2.23 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.84 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 5.15 | -2.88 |
Martin ratioReturn relative to average drawdown | 9.19 | 19.45 | -10.26 |
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 | FELTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 2.23 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.75 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.88 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.39 | +0.37 |
Correlation
The correlation between NWJCX and FELTX 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. FELTX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, less than FELTX's 6.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.26% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
FELTX Fidelity Advisor Semiconductors Fund Class M | 6.85% | 7.35% | 7.56% | 3.64% | 3.54% | 4.50% | 4.56% | 0.95% | 20.90% | 9.73% | 0.13% | 10.79% |
Drawdowns
NWJCX vs. FELTX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum FELTX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for NWJCX and FELTX.
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Drawdown Indicators
| NWJCX | FELTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -71.50% | +40.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -17.10% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -46.25% | +14.94% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -46.25% | +14.94% |
Current DrawdownCurrent decline from peak | -6.88% | -8.60% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -22.54% | +17.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.53% | -1.38% |
Volatility
NWJCX vs. FELTX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 7.82%, while Fidelity Advisor Semiconductors Fund Class M (FELTX) has a volatility of 12.80%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than FELTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | FELTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 12.80% | -4.98% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 25.66% | -11.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 40.19% | -17.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 38.08% | -16.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 34.42% | -13.05% |