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 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 | XQQQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | 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 Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | XQQQX vs VRGWX |
Best Risk-Adjusted Alternatives to XQQQX
XQQQX has a PortfoliosLab risk / return rank of 21. There are 203 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | XQQQX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | XQQQX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | XQQQX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | XQQQX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | XQQQX vs VHCAX |
Top Performing XQQQX Alternatives (YTD)
XQQQX is at 2.72% YTD. There are 360 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | XQQQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | XQQQX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | XQQQX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | XQQQX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | XQQQX vs CHAIX |
Lowest Volatility Alternatives to XQQQX
XQQQX has 14.91% 1-year volatility. There are 97 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | XQQQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | XQQQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | XQQQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | XQQQX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | XQQQX vs GQEPX |
Lowest Drawdown Alternatives to XQQQX
XQQQX has a 1-year max drawdown of -12.18%. There are 106 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, TILIX and span 11 categories.
Often Compared With XQQQX
Investors most often compare XQQQX with POGRX, CTCAX, BLUEX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Growth Fund | Large Cap Blend Equities | 91 | 28.22% | — | Nov 2004 | XQQQX vs POGRX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 61 | 26.10% | — | Nov 2000 | XQQQX vs CTCAX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.49% | — | Jan 1991 | XQQQX vs BLUEX | |
| Fidelity OTC Portfolio Class K | Large Cap Growth Equities | 88 | 26.49% | — | May 2008 | XQQQX vs FOCKX | |
| Fidelity SAI U.S. Momentum Index Fund | Large Cap Growth Equities | 65 | 26.80% | — | Feb 2017 | XQQQX vs FUMIX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 22 | 7.21% | 393.80B | Nov 2000 | XQQQX vs VIGAX | |
| Fidelity OTC Portfolio | Large Cap Growth Equities | 88 | 26.40% | — | Dec 1984 | XQQQX vs FOCPX | |
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 70 | 26.58% | — | Nov 1996 | XQQQX vs FTQGX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 76 | 2.42% | — | Jan 2013 | XQQQX vs NVHIX |
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