NWKDX vs. VOO
Compare and contrast key facts about Nationwide Geneva Small Cap Growth Fund (NWKDX) and Vanguard S&P 500 ETF (VOO).
NWKDX is managed by Nationwide. It was launched on Jun 12, 2009. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
NWKDX vs. VOO - Performance Comparison
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NWKDX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | -4.56% | -8.35% | 13.47% | 19.56% | -24.48% | 12.47% | 32.69% | 28.33% | -0.89% | 22.21% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, NWKDX achieves a -4.56% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, NWKDX has underperformed VOO with an annualized return of 8.78%, while VOO has yielded a comparatively higher 14.14% annualized return.
NWKDX
- 1D
- 2.51%
- 1M
- -8.61%
- YTD
- -4.56%
- 6M
- -5.10%
- 1Y
- -4.09%
- 3Y*
- 3.10%
- 5Y*
- -0.77%
- 10Y*
- 8.78%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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NWKDX vs. VOO - Expense Ratio Comparison
NWKDX has a 0.94% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
NWKDX vs. VOO — Risk / Return Rank
NWKDX
VOO
NWKDX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) and Vanguard S&P 500 ETF (VOO). 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.
| NWKDX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | 1.01 | -1.18 |
Sortino ratioReturn per unit of downside risk | -0.11 | 1.53 | -1.64 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.55 | -1.80 |
Martin ratioReturn relative to average drawdown | -0.77 | 7.31 | -8.08 |
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
| NWKDX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | 1.01 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.71 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.79 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.83 | -0.43 |
Correlation
The correlation between NWKDX and VOO is 0.81, 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
NWKDX vs. VOO - Dividend Comparison
NWKDX's dividend yield for the trailing twelve months is around 2.75%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWKDX Nationwide Geneva Small Cap Growth Fund | 2.75% | 2.62% | 3.31% | 0.71% | 1.80% | 8.46% | 0.45% | 2.12% | 6.11% | 4.65% | 0.16% | 5.02% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
NWKDX vs. VOO - Drawdown Comparison
The maximum NWKDX drawdown since its inception was -34.81%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NWKDX and VOO.
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Drawdown Indicators
| NWKDX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.81% | -33.99% | -0.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -11.98% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.66% | -24.52% | -8.14% |
Max Drawdown (10Y)Largest decline over 10 years | -34.81% | -33.99% | -0.82% |
Current DrawdownCurrent decline from peak | -20.01% | -5.55% | -14.46% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -3.72% | -4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 2.55% | +1.89% |
Volatility
NWKDX vs. VOO - Volatility Comparison
Nationwide Geneva Small Cap Growth Fund (NWKDX) has a higher volatility of 5.94% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that NWKDX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWKDX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 5.34% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 9.47% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.48% | 18.11% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 16.82% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 17.99% | +3.13% |