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 261 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | XQQQX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | XQQQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | XQQQX vs FSPGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | XQQQX vs VIGAX |
Best Risk-Adjusted Alternatives to XQQQX
XQQQX has a PortfoliosLab risk / return rank of 11. There are 255 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | XQQQX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | XQQQX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | XQQQX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | XQQQX vs CHASX | |
| Voya Corporate Leaders 100 Fund Class A | 81 | — | Jun 2008 | XQQQX vs VYCAX |
Top Performing XQQQX Alternatives (YTD)
XQQQX is at -0.81% YTD. There are 351 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | XQQQX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | XQQQX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | XQQQX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | XQQQX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | XQQQX vs VPMCX |
Lowest Volatility Alternatives to XQQQX
XQQQX has 15.83% 1-year volatility. There are 118 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | XQQQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | XQQQX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | XQQQX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | XQQQX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | XQQQX vs GQEPX |
Lowest Drawdown Alternatives to XQQQX
XQQQX has a 1-year max drawdown of -12.18%. There are 104 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.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | XQQQX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | XQQQX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | XQQQX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | XQQQX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | XQQQX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | XQQQX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | XQQQX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | XQQQX vs NSBRX | |
| Nuveen Preferred and Income Opportunities Fund | Preferred Stock | 12 | 0.17% | — | Mar 2003 | XQQQX vs JPC | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | XQQQX vs NWQIX |
Often Compared With XQQQX
Investors most often compare XQQQX with POGRX, CTCAX, FOCPX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
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