NWJCX vs. XLG
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Invesco S&P 500 Top 50 ETF (XLG).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
NWJCX vs. XLG - Performance Comparison
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NWJCX vs. XLG - 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% |
XLG Invesco S&P 500 Top 50 ETF | -7.18% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
In the year-to-date period, NWJCX achieves a 1.42% return, which is significantly higher than XLG's -7.18% return. Over the past 10 years, NWJCX has outperformed XLG with an annualized return of 17.47%, while XLG has yielded a comparatively lower 15.72% 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%
XLG
- 1D
- 0.70%
- 1M
- -3.74%
- YTD
- -7.18%
- 6M
- -4.55%
- 1Y
- 19.62%
- 3Y*
- 21.92%
- 5Y*
- 13.96%
- 10Y*
- 15.72%
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NWJCX vs. XLG - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
NWJCX vs. XLG — Risk / Return Rank
NWJCX
XLG
NWJCX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Invesco S&P 500 Top 50 ETF (XLG). 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 | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.99 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.54 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 1.63 | +0.65 |
Martin ratioReturn relative to average drawdown | 9.19 | 5.71 | +3.48 |
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 | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.99 | +0.28 |
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 | 0.84 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.59 | +0.18 |
Correlation
The correlation between NWJCX and XLG 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. XLG - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 4.26%, more than XLG's 0.70% 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% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
NWJCX vs. XLG - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -31.31%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for NWJCX and XLG.
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Drawdown Indicators
| NWJCX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -52.39% | +21.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -12.41% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -31.31% | -28.02% | -3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -31.31% | -30.46% | -0.85% |
Current DrawdownCurrent decline from peak | -6.88% | -8.93% | +2.05% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -7.69% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.54% | -0.39% |
Volatility
NWJCX vs. XLG - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 7.82% compared to Invesco S&P 500 Top 50 ETF (XLG) at 5.82%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWJCX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 5.82% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.27% | 10.65% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 19.97% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 18.68% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 18.81% | +2.56% |