NUIIX vs. QYLD
Compare and contrast key facts about Nuveen International Dividend Growth Fund (NUIIX) and Global X NASDAQ 100 Covered Call ETF (QYLD).
NUIIX is managed by Nuveen. It was launched on Jun 11, 2012. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUIIX or QYLD.
Correlation
The correlation between NUIIX and QYLD is 0.56, 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.
Performance
NUIIX vs. QYLD - Performance Comparison
Key characteristics
NUIIX:
0.34
QYLD:
1.74
NUIIX:
0.56
QYLD:
2.37
NUIIX:
1.07
QYLD:
1.40
NUIIX:
0.31
QYLD:
2.43
NUIIX:
0.81
QYLD:
12.86
NUIIX:
4.91%
QYLD:
1.46%
NUIIX:
11.62%
QYLD:
10.86%
NUIIX:
-34.75%
QYLD:
-24.75%
NUIIX:
-7.84%
QYLD:
-1.70%
Returns By Period
In the year-to-date period, NUIIX achieves a 3.84% return, which is significantly higher than QYLD's 2.74% return. Over the past 10 years, NUIIX has underperformed QYLD with an annualized return of 4.19%, while QYLD has yielded a comparatively higher 8.79% annualized return.
NUIIX
3.84%
1.21%
-5.47%
2.89%
4.10%
4.19%
QYLD
2.74%
-0.11%
10.07%
17.21%
7.63%
8.79%
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NUIIX vs. QYLD - Expense Ratio Comparison
NUIIX has a 0.89% expense ratio, which is higher than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
NUIIX vs. QYLD — Risk-Adjusted Performance Rank
NUIIX
QYLD
NUIIX vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen International Dividend Growth Fund (NUIIX) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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.
Dividends
NUIIX vs. QYLD - Dividend Comparison
NUIIX's dividend yield for the trailing twelve months is around 2.27%, less than QYLD's 11.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUIIX Nuveen International Dividend Growth Fund | 2.27% | 2.36% | 2.61% | 2.24% | 5.86% | 1.99% | 3.58% | 3.44% | 2.56% | 2.84% | 2.17% | 3.80% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.38% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
NUIIX vs. QYLD - Drawdown Comparison
The maximum NUIIX drawdown since its inception was -34.75%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for NUIIX and QYLD. For additional features, visit the drawdowns tool.
Volatility
NUIIX vs. QYLD - Volatility Comparison
Nuveen International Dividend Growth Fund (NUIIX) has a higher volatility of 3.05% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 2.85%. This indicates that NUIIX's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.