Nationwide Dow Jones Risk-Managed Income ETF (NDJI) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) trades at $21.46. Nationwide Dow Jones Risk-Managed Income ETF (NDJI) is an actively managed fund that invests in stocks within the Dow Jones Industrial Average while implementing… Market cap: $19.3M, Sector: Financial services.
Price as of Jul 27, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for NDJI: NDJI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates NDJI against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on NDJI.
How is this calculated? →Nationwide Dow Jones Risk-Managed Income ETF (NDJI) Financial Services Profile
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) offers investors exposure to blue-chip U.S. companies within the Dow Jones Industrial Average, utilizing an options collar strategy to manage risk and generate income. As a non-diversified fund, NDJI focuses its investments, potentially leading to higher volatility compared to diversified funds.
What Is the Investment Thesis for NDJI?
NDJI offers a unique approach to investing in the Dow Jones Industrial Average by incorporating an options collar strategy. This strategy aims to provide downside protection and generate income, which can be attractive in volatile market conditions. However, the fund's non-diversified nature and the potential for capped upside due to the options collar also present risks. With a market capitalization of $19.3M, NDJI is a relatively small ETF, which could impact its liquidity and trading volume. The absence of a dividend yield may deter income-seeking investors. The fund's performance will largely depend on the effectiveness of its options strategy and the overall performance of the DJIA. Investors should carefully consider these factors before investing in NDJI.
Based on FMP financials and quantitative analysis
NDJI Key Highlights
- NDJI is an actively managed ETF, providing flexibility to adjust its investment strategy based on market conditions.
- The fund invests in stocks included in the Dow Jones Industrial Average, offering exposure to 30 U.S. blue-chip companies.
- NDJI employs an options collar strategy to manage risk and generate income.
- The fund is non-diversified, which may lead to higher volatility compared to diversified funds.
- NDJI has a market capitalization of $19.3M.
Who Are NDJI's Competitors?
NDJI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| APRQ Innovator Premium Income 40 Barrier ETF - April | $24.50 | +0.06% | $17.8M | 44 |
| AQGX AI Quality Growth ETF | $13.13 | +0.00% | $18.3M | 44 |
| BLLD JPMorgan Sustainable Infrastructure ETF | $48.77 | +0.02% | $20.4M | 44 |
| ECLN First Trust EIP Carbon Impact ETF | $32.31 | -0.64% | $18.0M | 44 |
| ENAV Collaborative Investment Series Trust - Mohr Sector Navigator ETF | $24.12 | +1.53% | $19.2M | 44 |
| TTT ProShares - UltraPro Short 20+ Year Treasury | $72.50 | -1.67% | $18.4M | 67 |
| BCG Binah Capital Group, Inc. | $1.37 | +0.74% | $23.0M | 71 |
| ALTEX Firsthand Alternative Energy Fund | $12.82 | +0.00% | $8.90M | 82 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NDJI's Key Strengths?
- Options collar strategy provides downside protection.
- Exposure to the Dow Jones Industrial Average.
- Actively managed approach.
- Established brand name of Nationwide.
What Are NDJI's Weaknesses?
- Non-diversified nature.
- Potential for capped upside.
- Relatively small market capitalization.
- Absence of a dividend yield.
What Could Drive NDJI Stock Higher?
- Potential for increased investor interest in risk-managed strategies during periods of market uncertainty.
- Continued growth in the ETF market.
- Successful implementation of the options collar strategy.
What Are the Key Risks for NDJI?
- Market volatility could negatively impact the fund's performance.
- The options collar strategy may limit potential gains.
- Competition from other ETFs.
- Changes in interest rates could affect the fund's returns.
- The fund's non-diversified nature could lead to higher volatility.
What Are the Growth Opportunities for NDJI?
- Increased investor demand for risk-managed investment solutions: As market volatility increases, investors may seek out strategies that offer downside protection. NDJI's options collar strategy could attract investors looking to mitigate risk while still participating in the potential upside of the stock market. The market for risk-managed investment solutions is projected to grow as investors become more risk-averse.
- Expansion of ETF market: The ETF market has experienced significant growth in recent years, and this trend is expected to continue. As more investors adopt ETFs as a core part of their investment portfolios, NDJI could benefit from increased inflows.
- Strategic partnerships: NDJI could partner with financial advisors and other intermediaries to expand its distribution network and reach a wider audience of investors. Collaborating with established firms could provide NDJI with access to new markets and clients. Strategic alliances can significantly boost assets under management.
- Development of new investment products: Nationwide could leverage its expertise in risk management to develop new investment products that cater to specific investor needs and preferences. This could include ETFs focused on different market segments or employing alternative risk management strategies. Innovation in product development is crucial for maintaining a competitive edge.
- Growing awareness of options strategies: As investors become more familiar with options strategies, they may be more likely to consider NDJI as a viable investment option. Educating investors about the benefits and risks of options collars could help drive demand for the fund. Increased financial literacy can lead to greater adoption of sophisticated investment strategies.
What Opportunities Does NDJI Have?
- Increased investor demand for risk-managed solutions.
- Expansion of the ETF market.
- Strategic partnerships.
- Development of new investment products.
What Threats Does NDJI Face?
- Market volatility.
- Competition from other ETFs.
- Changes in interest rates.
- Regulatory changes.
What Are NDJI's Competitive Advantages?
- Established brand name of Nationwide.
- Proprietary options collar strategy.
- Access to the Dow Jones Industrial Average.
- Actively managed approach.
What Does NDJI Do?
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) is an actively managed exchange-traded fund (ETF) designed to provide investors with exposure to the Dow Jones Industrial Average (DJIA) while employing a risk management strategy. The fund was created to offer a balance between potential capital appreciation and downside protection. NDJI achieves this through a combination of investing in stocks included in the DJIA and implementing an options collar strategy. The DJIA is a price-weighted index consisting of 30 of the largest and most influential U.S. blue-chip companies across various sectors. Under normal market conditions, NDJI invests at least 80% of its net assets in securities or derivative instruments linked to the securities of companies within its reference index, the DJIA. The options collar strategy involves simultaneously buying put options and selling call options on the DJIA. This strategy is intended to limit potential losses while also capping potential gains. By purchasing put options, the fund gains protection against significant market declines. Selling call options generates income, which can help offset the cost of the put options and enhance overall returns. However, selling call options also means that the fund may miss out on some potential upside if the DJIA rises sharply. NDJI is classified as a non-diversified fund, meaning it can invest a larger portion of its assets in a smaller number of issuers compared to a diversified fund. This concentration can potentially lead to higher volatility and greater risk.
What Products and Services Does NDJI Offer?
- Invests in stocks included in the Dow Jones Industrial Average.
- Implements an options collar strategy to manage risk.
- Purchases put options to protect against market declines.
- Sells call options to generate income.
- Actively manages the fund's portfolio.
- Provides investors with exposure to U.S. blue-chip companies.
How Does NDJI Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows.
- Options collar strategy aims to enhance returns and manage risk.
What Industry Does NDJI Operate In?
The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. ETFs have gained significant popularity in recent years due to their low cost, transparency, and flexibility. The industry is also subject to regulatory scrutiny and evolving investor preferences. NDJI operates within this competitive landscape, differentiating itself through its focus on the Dow Jones Industrial Average and its options collar strategy. The fund's success will depend on its ability to attract and retain investors in a crowded market.
Who Are NDJI's Key Customers?
- Individual investors seeking exposure to the Dow Jones Industrial Average.
- Financial advisors looking for risk-managed investment solutions.
- Institutional investors seeking to generate income and manage downside risk.
NDJI Financials
Bull Case vs Bear Case
Bull Case
- Options collar strategy provides downside protection.
- Exposure to the Dow Jones Industrial Average.
- Actively managed approach.
- Established brand name of Nationwide.
Bear Case
- Non-diversified nature.
- Potential for capped upside.
- Relatively small market capitalization.
- Absence of a dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
NDJI Latest News
No recent news available for NDJI.
NDJI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NDJI.
Price Targets
Wall Street price target analysis for NDJI.
NDJI MoonshotScore
What does this score mean?
The MoonshotScore rates NDJI 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Nationwide Dow Jones Risk-Managed Income ETF Financial Services Stock: Key Questions Answered
What does Nationwide Dow Jones Risk-Managed Income ETF do?
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) is an actively managed ETF that seeks to provide investors with exposure to the Dow Jones Industrial Average (DJIA) while managing risk through an options collar strategy. The fund invests in the stocks of the 30 U.S.
What are the main risks for NDJI?
The main risks for NDJI include market volatility, which could negatively impact the fund's performance. The options collar strategy, while providing downside protection, may also limit potential gains. As a non-diversified fund, NDJI is subject to greater volatility compared to diversified funds. Changes in interest rates could also affect the fund's returns.
How does Nationwide Dow Jones Risk-Managed Income ETF generate revenue in the financial services sector?
Nationwide Dow Jones Risk-Managed Income ETF generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically a percentage of the fund's AUM and are used to cover the costs of managing the fund, including investment research, trading expenses, and administrative overhead.
What regulatory challenges does Nationwide Dow Jones Risk-Managed Income ETF face?
Nationwide Dow Jones Risk-Managed Income ETF, like all ETFs, is subject to regulatory oversight by the Securities and Exchange Commission (SEC). These regulations cover various aspects of the fund's operations, including its investment policies, disclosure requirements, and compliance procedures.
What are the key factors to evaluate for NDJI?
Evaluate NDJI on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does NDJI data refresh on this page?
NDJI's price was last updated on Jul 27, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven NDJI's recent stock price performance?
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Options collar strategy provides downside protection. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider NDJI overvalued or undervalued right now?
Nationwide Dow Jones Risk-Managed Income ETF (NDJI) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for NDJI.
- The information provided is based on available data and may be subject to change.