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NAUGX Nationwide Government Bond Instl Svc

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Fund NAUGX Nationwide Government Bond Instl Svc VSIGX Vanguard Interm-Tm Govt Bd Idx Admiral VGIT Vanguard Intermediate-Term Govt Bd ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$80.67
(0.79% Exp. Ratio)
$7.15
(0.07% Exp. Ratio)
$7.15
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$14,738.18 $18,308.68 $18,308.68
Est. savings over 30 yrs +$3,570.50 +$3,570.50
Return
As of 12/31/16
1 YR RETURN -0.04%
3 YR 1.31%
5 YR 0.81%
10 YR 3.50%
1 YR RETURN 1.10%
3 YR 2.31%
5 YR 1.35%
10 YR --
1 YR RETURN 0.99%
3 YR 2.27%
5 YR 1.32%
10 YR --
Description
The investment seeks as high a level of current income as is consistent with preserving capital. The fund normally invests at least 80% of its net assets in securities issued by the United States government and its agencies and instrumentalities. The subadviser seeks to achieve the fund's objective by investing in securities offering the highest level of expected income while simultaneously minimizing market price fluctuations. The subadviser typically maintains an average portfolio duration that is up to one year greater than or less than the average portfolio duration of the Bank of America Merrill Lynch U.S. Treasury & Agency Index.
The investment seeks to track the performance of a market-weighted government bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 3-10 Year Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, with maturities between 3 and 10 years. At least 80% of the fund's assets will be invested in bonds included in the index.
The investment seeks to track the performance of a market-weighted government bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 3-10 Year Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, with maturities between 3 and 10 years. At least 80% of the fund's assets will be invested in bonds included in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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