Correlation
The correlation between NWLSX and VTTHX is 0.94, 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.
NWLSX vs. VTTHX
Compare and contrast key facts about Nationwide Destination 2035 Fund (NWLSX) and Vanguard Target Retirement 2035 Fund (VTTHX).
NWLSX is managed by Nationwide. It was launched on Aug 28, 2007. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWLSX or VTTHX.
Performance
NWLSX vs. VTTHX - Performance Comparison
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Key characteristics
NWLSX:
-0.04
VTTHX:
0.94
NWLSX:
-0.02
VTTHX:
1.27
NWLSX:
1.00
VTTHX:
1.18
NWLSX:
-0.06
VTTHX:
0.65
NWLSX:
-0.17
VTTHX:
4.02
NWLSX:
8.07%
VTTHX:
2.50%
NWLSX:
14.90%
VTTHX:
11.75%
NWLSX:
-52.81%
VTTHX:
-51.76%
NWLSX:
-11.99%
VTTHX:
-4.34%
Returns By Period
In the year-to-date period, NWLSX achieves a 4.10% return, which is significantly lower than VTTHX's 4.71% return. Over the past 10 years, NWLSX has underperformed VTTHX with an annualized return of 1.22%, while VTTHX has yielded a comparatively higher 5.27% annualized return.
NWLSX
4.10%
3.62%
-8.82%
-1.15%
2.61%
4.47%
1.22%
VTTHX
4.71%
3.63%
1.66%
10.38%
8.55%
5.60%
5.27%
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NWLSX vs. VTTHX - Expense Ratio Comparison
NWLSX has a 0.38% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Risk-Adjusted Performance
NWLSX vs. VTTHX — Risk-Adjusted Performance Rank
NWLSX
VTTHX
NWLSX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2035 Fund (NWLSX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.
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Dividends
NWLSX vs. VTTHX - Dividend Comparison
NWLSX's dividend yield for the trailing twelve months is around 13.51%, more than VTTHX's 2.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | 13.51% | 14.06% | 7.07% | 2.15% | 9.61% | 5.90% | 10.46% | 11.27% | 8.86% | 7.82% | 6.18% | 6.42% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.98% | 3.12% | 2.48% | 2.70% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% |
Drawdowns
NWLSX vs. VTTHX - Drawdown Comparison
The maximum NWLSX drawdown since its inception was -52.81%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for NWLSX and VTTHX.
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Volatility
NWLSX vs. VTTHX - Volatility Comparison
Nationwide Destination 2035 Fund (NWLSX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 2.69% and 2.58%, 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.
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