VITPX vs. NWAUX
Compare and contrast key facts about Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and Nationwide GQG US Quality Equity Fund (NWAUX).
VITPX is managed by Vanguard. It was launched on May 31, 2001. NWAUX is managed by Nationwide. It was launched on Jan 24, 2021.
Performance
VITPX vs. NWAUX - Performance Comparison
Loading graphics...
VITPX vs. NWAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 20.66% |
NWAUX Nationwide GQG US Quality Equity Fund | 9.49% | -4.92% | 27.90% | 18.30% | -3.23% | 22.65% |
Returns By Period
In the year-to-date period, VITPX achieves a -3.97% return, which is significantly lower than NWAUX's 9.49% return.
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
NWAUX
- 1D
- -0.20%
- 1M
- -1.80%
- YTD
- 9.49%
- 6M
- 7.91%
- 1Y
- 4.79%
- 3Y*
- 17.34%
- 5Y*
- 12.43%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VITPX vs. NWAUX - Expense Ratio Comparison
VITPX has a 0.02% expense ratio, which is lower than NWAUX's 0.74% expense ratio.
Return for Risk
VITPX vs. NWAUX — Risk / Return Rank
VITPX
NWAUX
VITPX vs. NWAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) and Nationwide GQG US Quality Equity Fund (NWAUX). 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.
| VITPX | NWAUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.38 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.59 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.08 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.66 | +0.86 |
Martin ratioReturn relative to average drawdown | 7.25 | 1.53 | +5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VITPX | NWAUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.38 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.82 | -0.35 |
Correlation
The correlation between VITPX and NWAUX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VITPX vs. NWAUX - Dividend Comparison
VITPX's dividend yield for the trailing twelve months is around 2.61%, less than NWAUX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
NWAUX Nationwide GQG US Quality Equity Fund | 4.70% | 4.35% | 13.58% | 0.40% | 1.93% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VITPX vs. NWAUX - Drawdown Comparison
The maximum VITPX drawdown since its inception was -55.28%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for VITPX and NWAUX.
Loading graphics...
Drawdown Indicators
| VITPX | NWAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -21.07% | -34.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -8.57% | -3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -25.31% | -21.07% | -4.24% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | — | — |
Current DrawdownCurrent decline from peak | -6.21% | -7.22% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -8.07% | -6.85% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.83% | -1.24% |
Volatility
VITPX vs. NWAUX - Volatility Comparison
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) has a higher volatility of 5.49% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.74%. This indicates that VITPX's price experiences larger fluctuations and is considered to be riskier than NWAUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VITPX | NWAUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 2.74% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 7.29% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 12.55% | +6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 16.10% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 16.04% | +2.36% |