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 Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWJCX or XLG.
Performance
NWJCX vs. XLG - Performance Comparison
Returns By Period
In the year-to-date period, NWJCX achieves a 21.61% return, which is significantly lower than XLG's 31.02% return. Both investments have delivered pretty close results over the past 10 years, with NWJCX having a 14.48% annualized return and XLG not far ahead at 14.89%.
NWJCX
21.61%
2.65%
7.89%
29.76%
15.45%
14.48%
XLG
31.02%
2.46%
13.28%
34.86%
18.35%
14.89%
Key characteristics
| NWJCX | XLG | |
|---|---|---|
| Sharpe Ratio | 1.67 | 2.37 |
| Sortino Ratio | 2.28 | 3.11 |
| Omega Ratio | 1.30 | 1.44 |
| Calmar Ratio | 2.94 | 3.08 |
| Martin Ratio | 9.27 | 12.76 |
| Ulcer Index | 3.21% | 2.73% |
| Daily Std Dev | 17.78% | 14.74% |
| Max Drawdown | -32.00% | -52.39% |
| Current Drawdown | -1.98% | -1.41% |
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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.
Correlation
The correlation between NWJCX and XLG is 0.89, 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. XLG - Risk-Adjusted Performance 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.
Dividends
NWJCX vs. XLG - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 0.37%, less than XLG's 0.73% 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% |
XLG Invesco S&P 500® Top 50 ETF | 0.73% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% | 1.97% |
Drawdowns
NWJCX vs. XLG - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -32.00%, 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. For additional features, visit the drawdowns tool.
Volatility
NWJCX vs. XLG - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Invesco S&P 500® Top 50 ETF (XLG) have volatilities of 4.80% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.