NWJCX vs. FIKGX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
NWJCX vs. FIKGX - Performance Comparison
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NWJCX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 1.42% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | -10.42% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly lower than FIKGX's 7.52% 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%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
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NWJCX vs. FIKGX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than FIKGX's 0.62% expense ratio.
Return for Risk
NWJCX vs. FIKGX — Risk / Return Rank
NWJCX
FIKGX
NWJCX vs. FIKGX - 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 Z (FIKGX). 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 | FIKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 2.26 | -1.00 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.86 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 5.22 | -2.95 |
Martin ratioReturn relative to average drawdown | 9.19 | 19.77 | -10.58 |
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 | FIKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 2.26 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.73 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.85 | -0.08 |
Correlation
The correlation between NWJCX and FIKGX is 0.88, 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. FIKGX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, less than FIKGX's 6.20% 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% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
NWJCX vs. FIKGX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum FIKGX drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for NWJCX and FIKGX.
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Drawdown Indicators
| NWJCX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -45.98% | +14.67% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -17.09% | +4.34% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -45.98% | +14.67% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | — | — |
Current DrawdownCurrent decline from peak | -6.88% | -8.55% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -10.00% | +4.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 4.51% | -1.36% |
Volatility
NWJCX vs. FIKGX - Volatility Comparison
The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 7.82%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 12.80%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | FIKGX | 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% | 38.15% | -16.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 38.39% | -17.02% |