NWJCX vs. VFIAX
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWJCX or VFIAX.
Performance
NWJCX vs. VFIAX - Performance Comparison
Returns By Period
In the year-to-date period, NWJCX achieves a 21.61% return, which is significantly lower than VFIAX's 26.66% return. Over the past 10 years, NWJCX has outperformed VFIAX with an annualized return of 14.48%, while VFIAX has yielded a comparatively lower 13.21% annualized return.
NWJCX
21.61%
2.65%
7.89%
29.76%
15.45%
14.48%
VFIAX
26.66%
3.09%
13.26%
32.80%
15.72%
13.21%
Key characteristics
| NWJCX | VFIAX | |
|---|---|---|
| Sharpe Ratio | 1.67 | 2.68 |
| Sortino Ratio | 2.28 | 3.57 |
| Omega Ratio | 1.30 | 1.50 |
| Calmar Ratio | 2.94 | 3.88 |
| Martin Ratio | 9.27 | 17.45 |
| Ulcer Index | 3.21% | 1.88% |
| Daily Std Dev | 17.78% | 12.24% |
| Max Drawdown | -32.00% | -55.20% |
| Current Drawdown | -1.98% | -0.46% |
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NWJCX vs. VFIAX - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Correlation
The correlation between NWJCX and VFIAX is 0.92, 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.
Risk-Adjusted Performance
NWJCX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
NWJCX vs. VFIAX - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 0.37%, less than VFIAX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 0.37% | 0.47% | 0.88% | 0.27% | 0.55% | 0.65% | 0.42% | 0.48% | 0.74% | 0.64% | 0.60% | 0.23% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.23% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NWJCX vs. VFIAX - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -32.00%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for NWJCX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
NWJCX vs. VFIAX - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 4.80% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.96%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.