Correlation
The correlation between NUIIX and QYLD is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
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.
Performance
NUIIX vs. QYLD - Performance Comparison
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Key characteristics
NUIIX:
0.80
QYLD:
0.30
NUIIX:
0.99
QYLD:
0.57
NUIIX:
1.13
QYLD:
1.10
NUIIX:
0.63
QYLD:
0.30
NUIIX:
1.82
QYLD:
1.03
NUIIX:
5.11%
QYLD:
5.57%
NUIIX:
14.46%
QYLD:
19.16%
NUIIX:
-34.75%
QYLD:
-24.75%
NUIIX:
-0.51%
QYLD:
-9.73%
Returns By Period
In the year-to-date period, NUIIX achieves a 11.48% return, which is significantly higher than QYLD's -5.65% return. Over the past 10 years, NUIIX has underperformed QYLD with an annualized return of 4.95%, while QYLD has yielded a comparatively higher 7.63% annualized return.
NUIIX
11.48%
4.62%
8.61%
11.37%
7.63%
9.70%
4.95%
QYLD
-5.65%
1.38%
-3.65%
5.77%
9.42%
7.90%
7.63%
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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.
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Dividends
NUIIX vs. QYLD - Dividend Comparison
NUIIX's dividend yield for the trailing twelve months is around 3.85%, less than QYLD's 13.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUIIX Nuveen International Dividend Growth Fund | 3.85% | 4.43% | 2.69% | 3.68% | 5.86% | 1.99% | 3.58% | 3.44% | 2.56% | 2.84% | 2.17% | 4.05% |
QYLD Global X NASDAQ 100 Covered Call ETF | 13.79% | 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.
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Volatility
NUIIX vs. QYLD - Volatility Comparison
Nuveen International Dividend Growth Fund (NUIIX) has a higher volatility of 3.11% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 1.90%. 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.
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