BSTZ vs. QQQX
Compare and contrast key facts about BlackRock Science and Technology Trust II (BSTZ) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX).
QQQX is a passively managed fund by Nuveen that tracks the performance of the Nasdaq 100 Index. It was launched on Jan 30, 2007.
Performance
BSTZ vs. QQQX - Performance Comparison
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BSTZ vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 0.13% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 4.20% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | -4.39% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 13.57% |
Fundamentals
BSTZ:
$1.52B
QQQX:
$1.39B
BSTZ:
$8.53
QQQX:
$7.57
BSTZ:
2.60
QQQX:
3.75
BSTZ:
0.29
QQQX:
0.43
BSTZ:
4.21
QQQX:
8.63
BSTZ:
0.89
QQQX:
1.01
BSTZ:
$361.49M
QQQX:
$160.60M
BSTZ:
$169.67M
QQQX:
$152.14M
BSTZ:
$586.67M
QQQX:
$369.75M
Returns By Period
In the year-to-date period, BSTZ achieves a 0.13% return, which is significantly higher than QQQX's -4.39% return.
BSTZ
- 1D
- 4.43%
- 1M
- -1.94%
- YTD
- 0.13%
- 6M
- 6.05%
- 1Y
- 41.49%
- 3Y*
- 18.36%
- 5Y*
- -0.08%
- 10Y*
- —
QQQX
- 1D
- 4.83%
- 1M
- -2.23%
- YTD
- -4.39%
- 6M
- 1.33%
- 1Y
- 22.19%
- 3Y*
- 12.04%
- 5Y*
- 7.31%
- 10Y*
- 11.43%
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Return for Risk
BSTZ vs. QQQX — Risk / Return Rank
BSTZ
QQQX
BSTZ vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSTZ | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.75 | 1.07 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.61 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.36 | 1.73 | +1.63 |
Martin ratioReturn relative to average drawdown | 11.87 | 8.57 | +3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSTZ | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 1.07 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | 0.37 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.08 |
Correlation
The correlation between BSTZ and QQQX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSTZ vs. QQQX - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 11.92%, more than QQQX's 8.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 11.92% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | 8.61% | 7.85% | 6.73% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% |
Drawdowns
BSTZ vs. QQQX - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -60.51%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for BSTZ and QQQX.
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Drawdown Indicators
| BSTZ | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -57.25% | -3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -12.93% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | -29.33% | -31.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.96% | — |
Current DrawdownCurrent decline from peak | -17.70% | -4.72% | -12.98% |
Average DrawdownAverage peak-to-trough decline | -28.15% | -8.09% | -20.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 2.61% | +0.67% |
Volatility
BSTZ vs. QQQX - Volatility Comparison
BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 10.14% compared to Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) at 7.11%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSTZ | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.14% | 7.11% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 16.03% | 11.38% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.94% | 20.76% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.17% | 19.73% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.09% | 21.02% | +9.07% |