NPSRX vs. QQQX
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. 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
NPSRX vs. QQQX - Performance Comparison
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NPSRX vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | -1.08% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | -0.51% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 28.83% | -11.68% | 39.19% |
Returns By Period
In the year-to-date period, NPSRX achieves a -1.08% return, which is significantly lower than QQQX's -0.51% return. Over the past 10 years, NPSRX has underperformed QQQX with an annualized return of 5.31%, while QQQX has yielded a comparatively higher 11.87% annualized return.
NPSRX
- 1D
- 0.88%
- 1M
- -2.09%
- YTD
- -1.08%
- 6M
- 1.23%
- 1Y
- 7.83%
- 3Y*
- 9.93%
- 5Y*
- 3.62%
- 10Y*
- 5.31%
QQQX
- 1D
- 4.05%
- 1M
- 1.77%
- YTD
- -0.51%
- 6M
- 4.98%
- 1Y
- 26.55%
- 3Y*
- 13.53%
- 5Y*
- 8.16%
- 10Y*
- 11.87%
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NPSRX vs. QQQX - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is lower than QQQX's 0.92% expense ratio.
Return for Risk
NPSRX vs. QQQX — Risk / Return Rank
NPSRX
QQQX
NPSRX vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) 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.
| NPSRX | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.15 | 1.26 | +0.89 |
Sortino ratioReturn per unit of downside risk | 2.98 | 1.87 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.29 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.42 | 2.10 | +0.32 |
Martin ratioReturn relative to average drawdown | 9.75 | 10.38 | -0.63 |
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
| NPSRX | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 1.26 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.41 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.57 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.46 | +0.03 |
Correlation
The correlation between NPSRX and QQQX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NPSRX vs. QQQX - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.92%, less than QQQX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.92% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | 8.27% | 7.85% | 6.73% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% |
Drawdowns
NPSRX vs. QQQX - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -62.52%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for NPSRX and QQQX.
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Drawdown Indicators
| NPSRX | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.52% | -57.25% | -5.27% |
Max Drawdown (1Y)Largest decline over 1 year | -3.46% | -12.93% | +9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -29.33% | +11.68% |
Max Drawdown (10Y)Largest decline over 10 years | -26.47% | -35.96% | +9.49% |
Current DrawdownCurrent decline from peak | -2.45% | -0.86% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -8.09% | +3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 2.61% | -1.75% |
Volatility
NPSRX vs. QQQX - Volatility Comparison
The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 1.59%, while Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a volatility of 8.15%. This indicates that NPSRX experiences smaller price fluctuations and is considered to be less risky 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
| NPSRX | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 8.15% | -6.56% |
Volatility (6M)Calculated over the trailing 6-month period | 2.34% | 11.99% | -9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.71% | 21.13% | -17.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 19.80% | -14.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 21.05% | -14.73% |