The Best Nasdaq-100 Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Nasdaq-100 mutual funds.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.65%
- Avg. Yield
- 5.63%
- Avg. 1 Year Return
- 26.33%
- Median Risk/Return Score
- 46 / 100
The Best Nasdaq-100 Mutual Funds
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | Jan 30, 2007 | 0.89% | 4.86% | 13.30% | 8.66% | 39 | ||||||||
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | Oct 27, 2000 | 0.42% | 15.89% | 21.71% | 2.60% | 53 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Nasdaq-100 Mutual funds by Risk/Return Score
The top Nasdaq-100 Mutual funds by PortfoliosLab Risk/Return Score are USNQX (53) and QQQX (39).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | 53 | — | Oct 2000 | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 39 | — | Jan 2007 |
Best-Performing Nasdaq-100 Mutual funds Over 5 Years
The top Nasdaq-100 Mutual funds is USNQX (15.68%).
Across the lineup, Nasdaq-100 Mutual funds show an average 1-year return of 26.33% and an average 5-year return of 11.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | 15.68% | — | Oct 2000 | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.86% | — | Jan 2007 |
Lowest-Cost Nasdaq-100 Mutual funds
The top Nasdaq-100 Mutual funds is USNQX (0.42%).
With an average expense ratio of 0.65%, Nasdaq-100 Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | 0.42% | — | Oct 2000 | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 0.89% | — | Jan 2007 |
Highest-Yield Nasdaq-100 Mutual funds
The top Nasdaq-100 Mutual funds is QQQX (8.66%).
Across the lineup, Nasdaq-100 Mutual funds show an average dividend yield of 5.63%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 8.66% | — | Jan 2007 | |
| USAA Nasdaq 100 Index Fund | 2.60% | — | Oct 2000 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.