VSMPX vs. NWAUX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Nationwide GQG US Quality Equity Fund (NWAUX).
VSMPX is managed by Vanguard. It was launched on Apr 28, 2015. NWAUX is managed by Nationwide. It was launched on Jan 24, 2021.
Performance
VSMPX vs. NWAUX - Performance Comparison
Loading graphics...
VSMPX vs. NWAUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 20.63% |
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, VSMPX achieves a -3.97% return, which is significantly lower than NWAUX's 9.49% return.
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
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.
VSMPX vs. NWAUX - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than NWAUX's 0.74% expense ratio.
Return for Risk
VSMPX vs. NWAUX — Risk / Return Rank
VSMPX
NWAUX
VSMPX vs. NWAUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) 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.
| VSMPX | 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 | +5.72 |
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
| VSMPX | 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 | 0.61 | 0.78 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.82 | -0.08 |
Correlation
The correlation between VSMPX and NWAUX is 0.70, 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
VSMPX vs. NWAUX - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 1.18%, less than NWAUX's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% |
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% |
Drawdowns
VSMPX vs. NWAUX - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, which is greater than NWAUX's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for VSMPX and NWAUX.
Loading graphics...
Drawdown Indicators
| VSMPX | NWAUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -21.07% | -13.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -8.57% | -3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | -21.07% | -4.28% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | — | — |
Current DrawdownCurrent decline from peak | -6.21% | -7.22% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -6.85% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 3.83% | -1.24% |
Volatility
VSMPX vs. NWAUX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a higher volatility of 5.49% compared to Nationwide GQG US Quality Equity Fund (NWAUX) at 2.74%. This indicates that VSMPX'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
| VSMPX | 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 | 18.39% | 16.04% | +2.35% |