VITAX vs. NWJCX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. NWJCX is managed by Nationwide. It was launched on Jun 9, 1996.
Performance
VITAX vs. NWJCX - Performance Comparison
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VITAX vs. NWJCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | -2.18% | 19.96% | 18.77% | 41.70% | -21.56% | 25.46% | 24.25% | 33.67% | 0.51% | 31.31% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than NWJCX's -2.18% return. Over the past 10 years, VITAX has outperformed NWJCX with an annualized return of 21.35%, while NWJCX has yielded a comparatively lower 17.04% annualized return.
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
NWJCX
- 1D
- -1.78%
- 1M
- -8.81%
- YTD
- -2.18%
- 6M
- -0.54%
- 1Y
- 24.17%
- 3Y*
- 21.03%
- 5Y*
- 12.73%
- 10Y*
- 17.04%
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VITAX vs. NWJCX - Expense Ratio Comparison
VITAX has a 0.10% expense ratio, which is lower than NWJCX's 0.65% expense ratio.
Return for Risk
VITAX vs. NWJCX — Risk / Return Rank
VITAX
NWJCX
VITAX vs. NWJCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.
| VITAX | NWJCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.09 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.63 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.70 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.48 | 6.92 | -1.44 |
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
| VITAX | NWJCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.09 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.60 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.80 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.75 | -0.16 |
Correlation
The correlation between VITAX and NWJCX is 0.92, 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
VITAX vs. NWJCX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than NWJCX's 4.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
NWJCX Nationwide NYSE Arca Tech 100 Index Fund | 4.41% | 4.27% | 31.15% | 11.59% | 17.83% | 8.74% | 5.04% | 1.98% | 2.59% | 3.94% | 0.74% | 0.64% |
Drawdowns
VITAX vs. NWJCX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for VITAX and NWJCX.
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Drawdown Indicators
| VITAX | NWJCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -31.31% | -23.50% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -12.75% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -31.31% | -3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -31.31% | -3.79% |
Current DrawdownCurrent decline from peak | -12.77% | -10.18% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -5.17% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 3.12% | +2.18% |
Volatility
VITAX vs. NWJCX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 6.71%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VITAX | NWJCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 6.71% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 13.81% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 22.50% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 21.38% | +3.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 21.34% | +3.38% |