NWJCX vs. VITAX

Last updated Aug 4, 2026

NWJCX (Nationwide NYSE Arca Tech 100 Index Fund) and VITAX (Vanguard Information Technology Index Fund Admiral Shares) are both Technology Equities funds. Over the past 10 years, NWJCX returned 18.59%/yr vs 24.06%/yr for VITAX. Their correlation of 0.92 means they have usually moved in the same direction. NWJCX charges 0.65%/yr vs 0.09%/yr for VITAX.

Performance

NWJCX vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with NWJCX having a 21.45% return and VITAX slightly lower at 20.41%. Over the past 10 years, NWJCX has underperformed VITAX with an annualized return of 18.59%, while VITAX has yielded a comparatively higher 24.06% annualized return.

NWJCX

• 1D: 0.38%
• 1M: -1.80%
• 6M: 13.77%
• YTD: 21.45%
• 1Y: 35.92%
• 3Y*: 25.44%
• 5Y*: 15.08%
• 10Y*: 18.59%
• ALL TIME*: 16.69%

VITAX

• 1D: -0.37%
• 1M: -1.37%
• 6M: 20.46%
• YTD: 20.41%
• 1Y: 34.82%
• 3Y*: 26.49%
• 5Y*: 17.82%
• 10Y*: 24.06%
• ALL TIME*: 14.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
NWJCX Nationwide NYSE Arca Tech 100 Index Fund	$0.00	$0.00	$0.00
VITAX Vanguard Information Technology Index Fund Admiral Shares	$0.00	$0.00	$0.00

NWJCX vs. VITAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NWJCX Nationwide NYSE Arca Tech 100 Index Fund	21.45%	19.96%	18.77%	41.70%	-21.56%	25.46%	24.25%	33.67%	0.51%	31.31%
VITAX Vanguard Information Technology Index Fund Admiral Shares	20.41%	21.78%	29.26%	52.69%	-29.67%	30.36%	45.93%	48.72%	2.51%	37.07%

Correlation

The correlation between NWJCX and VITAX is 0.88, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.88
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (10Y) Provides a long-term view across more market conditions.	0.93
Correlation (All Time) Calculated using the full available price history since Sep 17, 2013	0.92

The correlation between NWJCX and VITAX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.

Return for Risk

NWJCX vs. VITAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NWJCX

NWJCX Risk / Return Rank: 67
NWJCX Sharpe Ratio Rank: 61
NWJCX Sortino Ratio Rank: 54
NWJCX Omega Ratio Rank: 50
NWJCX Calmar Ratio Rank: 88
NWJCX Martin Ratio Rank: 82

VITAX

VITAX Risk / Return Rank: 40
VITAX Sharpe Ratio Rank: 41
VITAX Sortino Ratio Rank: 38
VITAX Omega Ratio Rank: 37
VITAX Calmar Ratio Rank: 47
VITAX Martin Ratio Rank: 34

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NWJCX vs. VITAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	NWJCX	VITAX	Difference
Sharpe ratio: Return per unit of total volatility	1.59	1.31	+0.28
Sortino ratio: Return per unit of downside risk	2.18	1.82	+0.35
Omega ratio: Gain probability vs. loss probability	1.27	1.23	+0.04
Calmar ratio: Return relative to maximum drawdown	3.35	1.95	+1.40
Martin ratio: Return relative to average drawdown	10.62	5.24	+5.38

NWJCX vs. VITAX - Sharpe Ratio Comparison

The current NWJCX Sharpe Ratio is 1.59, which is comparable to the VITAX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of NWJCX and VITAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

NWJCX vs. VITAX - Drawdown Comparison

The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for NWJCX and VITAX.

Drawdown Indicators

	NWJCX	VITAX	Difference
Max Drawdown Largest peak-to-trough decline	-31.31%	-54.81%	+23.50%
Max Drawdown (1Y) Largest decline over 1 year	-10.18%	-16.38%	+6.20%
Max Drawdown (3Y) Largest decline over 3 years	-21.21%	-27.38%	+6.17%
Max Drawdown (5Y) Largest decline over 5 years	-31.31%	-35.10%	+3.79%
Max Drawdown (10Y) Largest decline over 10 years	-31.31%	-35.10%	+3.79%
Current Drawdown Current decline from peak	-6.07%	-9.91%	+3.84%
Average Drawdown Average peak-to-trough decline	-5.10%	-8.01%	+2.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.21%	6.08%	-2.87%

Volatility

NWJCX vs. VITAX - Volatility Comparison

The current volatility for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) is 6.99%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 8.42%. This indicates that NWJCX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NWJCX	VITAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.99%	8.42%	-1.43%
Volatility (6M) Calculated over the trailing 6-month period	18.10%	20.17%	-2.07%
Volatility (1Y) Calculated over the trailing 1-year period	21.44%	24.34%	-2.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.14%	26.03%	-3.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.71%	25.12%	-3.41%

NWJCX vs. VITAX - Expense Ratio Comparison

NWJCX has a 0.65% expense ratio, which is higher than VITAX's 0.09% expense ratio.

Dividends

NWJCX vs. VITAX - Dividend Comparison

NWJCX's dividend yield for the trailing twelve months is around 3.53%, more than VITAX's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NWJCX Nationwide NYSE Arca Tech 100 Index Fund	3.53%	4.27%	31.15%	11.59%	17.83%	8.74%	5.04%	1.98%	2.59%	3.94%	0.74%	0.64%
VITAX Vanguard Information Technology Index Fund Admiral Shares	0.38%	0.40%	0.60%	0.65%	0.91%	0.63%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both NWJCX and VITAX in my portfolio?

NWJCX and VITAX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NWJCX or VITAX?

VITAX has higher volatility (8.42%) compared to NWJCX (6.99%). In terms of maximum drawdown, NWJCX dropped -31.31% vs VITAX's -54.81%.

Which has better risk-adjusted returns?

NWJCX currently has the higher Sharpe Ratio (1.59 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.