NWJCX vs. ZECP
Compare and contrast key facts about Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Zacks Earnings Consistent Portfolio ETF (ZECP).
NWJCX is managed by Nationwide. It was launched on Jun 9, 1996. ZECP is an actively managed fund by Zacks Investment Management. It was launched on Aug 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWJCX or ZECP.
Performance
NWJCX vs. ZECP - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with NWJCX having a 19.25% return and ZECP slightly higher at 19.61%.
NWJCX
19.25%
-1.17%
6.04%
27.59%
15.05%
14.33%
ZECP
19.61%
-0.06%
8.97%
24.64%
N/A
N/A
Key characteristics
| NWJCX | ZECP | |
|---|---|---|
| Sharpe Ratio | 1.63 | 2.57 |
| Sortino Ratio | 2.24 | 3.52 |
| Omega Ratio | 1.29 | 1.47 |
| Calmar Ratio | 2.87 | 4.30 |
| Martin Ratio | 9.08 | 16.98 |
| Ulcer Index | 3.20% | 1.48% |
| Daily Std Dev | 17.78% | 9.77% |
| Max Drawdown | -32.00% | -21.85% |
| Current Drawdown | -3.88% | -1.54% |
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NWJCX vs. ZECP - Expense Ratio Comparison
NWJCX has a 0.65% expense ratio, which is higher than ZECP's 0.55% expense ratio.
Correlation
The correlation between NWJCX and ZECP is 0.85, 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. ZECP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) and Zacks Earnings Consistent Portfolio ETF (ZECP). 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. ZECP - Dividend Comparison
NWJCX's dividend yield for the trailing twelve months is around 0.38%, less than ZECP's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 0.38% | 0.47% | 0.88% | 0.27% | 0.55% | 0.65% | 0.42% | 0.48% | 0.74% | 0.64% | 0.60% | 0.23% |
ZECP Zacks Earnings Consistent Portfolio ETF | 0.61% | 0.73% | 0.91% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NWJCX vs. ZECP - Drawdown Comparison
The maximum NWJCX drawdown since its inception was -32.00%, which is greater than ZECP's maximum drawdown of -21.85%. Use the drawdown chart below to compare losses from any high point for NWJCX and ZECP. For additional features, visit the drawdowns tool.
Volatility
NWJCX vs. ZECP - Volatility Comparison
Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) has a higher volatility of 4.74% compared to Zacks Earnings Consistent Portfolio ETF (ZECP) at 3.44%. This indicates that NWJCX's price experiences larger fluctuations and is considered to be riskier than ZECP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.