Nuveen NASDAQ 100 Dynamic Overwrite Fund (XQQQX) 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 XQQQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XQQQX
XQQQX charges 0.92% annually. There are 257 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 | XQQQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | XQQQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | XQQQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | XQQQX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | XQQQX vs VIGAX |
Best Risk-Adjusted Alternatives to XQQQX
XQQQX has a PortfoliosLab risk / return rank of 29. There are 162 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | XQQQX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | XQQQX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | XQQQX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | XQQQX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | XQQQX vs VHCAX |
Top Performing XQQQX Alternatives (YTD)
XQQQX is at 4.30% YTD. There are 312 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | XQQQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | XQQQX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | XQQQX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | XQQQX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | XQQQX vs CTCAX |
Lowest Volatility Alternatives to XQQQX
XQQQX has 14.12% 1-year volatility. There are 75 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | XQQQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | XQQQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | XQQQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | XQQQX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | XQQQX vs BLUEX |
Lowest Drawdown Alternatives to XQQQX
XQQQX has a 1-year max drawdown of -12.18%. There are 108 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | XQQQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | XQQQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | XQQQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | XQQQX vs MRFOX | |
| Voya Corporate Leaders 100 Fund Class A | -7.77% | — | Jun 2008 | XQQQX vs VYCAX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 11 categories.
Compare XQQQX with Any Fund or Stock
Compare XQQQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XQQQX 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 XQQQX.
Explore XQQQX Diversifiers