NWSAX vs. DFAS

In the year-to-date period, NWSAX achieves a -11.58% return, which is significantly lower than DFAS's -5.64% return.

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NWSAX has a 1.35% expense ratio, which is higher than DFAS's 0.34% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nationwide Small Company Growth Fund (NWSAX) and Dimensional U.S. Small Cap ETF (DFAS). 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.

The current NWSAX Sharpe Ratio is 0.13, which is higher than the DFAS Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of NWSAX and DFAS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NWSAX's dividend yield for the trailing twelve months is around 9.06%, more than DFAS's 1.04% yield.

The maximum NWSAX drawdown since its inception was -48.98%, which is greater than DFAS's maximum drawdown of -26.13%. Use the drawdown chart below to compare losses from any high point for NWSAX and DFAS.

Nationwide Small Company Growth Fund (NWSAX) has a higher volatility of 6.76% compared to Dimensional U.S. Small Cap ETF (DFAS) at 6.33%. This indicates that NWSAX's price experiences larger fluctuations and is considered to be riskier than DFAS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.