Correlation
The correlation between NWSAX and VOO is 0.77, 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.
NWSAX vs. VOO
Compare and contrast key facts about Nationwide Small Company Growth Fund (NWSAX) and Vanguard S&P 500 ETF (VOO).
NWSAX is managed by Nationwide. It was launched on Jan 3, 2012. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWSAX or VOO.
Performance
NWSAX vs. VOO - Performance Comparison
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Key characteristics
NWSAX:
0.13
VOO:
0.74
NWSAX:
0.22
VOO:
1.04
NWSAX:
1.03
VOO:
1.15
NWSAX:
0.01
VOO:
0.68
NWSAX:
0.05
VOO:
2.58
NWSAX:
10.94%
VOO:
4.93%
NWSAX:
25.12%
VOO:
19.54%
NWSAX:
-48.98%
VOO:
-33.99%
NWSAX:
-38.13%
VOO:
-3.55%
Returns By Period
In the year-to-date period, NWSAX achieves a -11.58% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, NWSAX has underperformed VOO with an annualized return of 6.60%, while VOO has yielded a comparatively higher 12.81% annualized return.
NWSAX
-11.58%
7.16%
-15.23%
4.18%
1.11%
-1.67%
6.60%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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NWSAX vs. VOO - Expense Ratio Comparison
NWSAX has a 1.35% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NWSAX vs. VOO — Risk-Adjusted Performance Rank
NWSAX
VOO
NWSAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Small Company Growth Fund (NWSAX) 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.
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Dividends
NWSAX vs. VOO - Dividend Comparison
NWSAX's dividend yield for the trailing twelve months is around 9.06%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWSAX Nationwide Small Company Growth Fund | 9.06% | 8.01% | 11.42% | 9.91% | 13.98% | 11.52% | 10.15% | 5.84% | 3.28% | 3.36% | 2.46% | 34.96% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NWSAX vs. VOO - Drawdown Comparison
The maximum NWSAX drawdown since its inception was -48.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NWSAX and VOO.
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Volatility
NWSAX vs. VOO - Volatility Comparison
Nationwide Small Company Growth Fund (NWSAX) has a higher volatility of 6.76% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that NWSAX'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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