Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QQQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QQQX
QQQX charges 0.92% annually. There are 256 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | QQQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | QQQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | QQQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | QQQX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | QQQX vs TILIX |
Best Risk-Adjusted Alternatives to QQQX
QQQX has a PortfoliosLab risk / return rank of 68. There are 38 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | QQQX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | QQQX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | QQQX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | QQQX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | QQQX vs POGRX |
Top Performing QQQX Alternatives (YTD)
QQQX is at 11.14% YTD. There are 119 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | QQQX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | QQQX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | QQQX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | QQQX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | QQQX vs FOCPX |
Lowest Volatility Alternatives to QQQX
QQQX has 14.71% 1-year volatility. There are 138 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | QQQX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | QQQX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | QQQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | QQQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | QQQX vs AWYIX |
Lowest Drawdown Alternatives to QQQX
QQQX has a 1-year max drawdown of -9.11%. There are 11 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | QQQX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | QQQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | QQQX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | QQQX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | QQQX vs AQEIX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include SPXX, NHMRX, JQC and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 17 | 4.21% | — | Nov 2005 | QQQX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.11% | — | Jun 1999 | QQQX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 1.57% | — | Jun 2003 | QQQX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 15 | 2.95% | — | Mar 2006 | QQQX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 75 | 0.66% | — | Dec 2006 | QQQX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 66 | 17.41% | — | Dec 1987 | QQQX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 61 | 1.93% | — | Jan 2013 | QQQX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 16 | 8.35% | — | May 2009 | QQQX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 53 | 7.71% | — | Dec 2008 | QQQX vs NELIX | |
| Nuveen Municipal Credit Income Fund | Municipal Bonds | 29 | 3.60% | — | Mar 2001 | QQQX vs NZF |
Often Compared With QQQX
Investors most often compare QQQX with QQQ, QYLD, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare QQQX with Any Fund or Stock
Compare QQQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QQQX with funds that move differently
Nuveen NASDAQ 100 Dynamic Overwrite Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QQQX.
Explore QQQX Diversifiers