OCCI vs. QQQX

Last updated Aug 5, 2026

OCCI (OFS Credit Company, Inc.) is a stock, while QQQX (Nuveen Nasdaq 100 Dynamic Overwrite Fund) is Derivative Income fund actively managed by Nuveen. Over the past 5 years, OCCI returned -13.07%/yr vs 9.00%/yr for QQQX. Their 0.24 correlation means their historical movements had little consistent relationship.

Performance

OCCI vs. QQQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OFS Credit Company, Inc. (OCCI) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OCCI achieves a -42.24% return, which is significantly lower than QQQX's 12.49% return.

OCCI

• 1D: -1.00%
• 1M: -0.28%
• 6M: -37.36%
• YTD: -42.24%
• 1Y: -47.94%
• 3Y*: -15.90%
• 5Y*: -13.07%
• 10Y*: —
• ALL TIME*: -7.43%

QQQX

• 1D: 1.90%
• 1M: 1.83%
• 6M: 15.57%
• YTD: 12.49%
• 1Y: 25.62%
• 3Y*: 17.82%
• 5Y*: 9.00%
• 10Y*: 13.04%
• ALL TIME*: 11.09%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OCCI OFS Credit Company, Inc.	$470.70K	$577.70K	$720.91K
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund	$2.45M	$3.62M	$3.37M

OCCI vs. QQQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
OCCI OFS Credit Company, Inc.	-42.24%	-14.38%	31.45%	-1.33%	-25.82%	24.37%	0.01%	12.04%	-17.65%
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund	12.49%	14.87%	25.61%	21.68%	-27.39%	25.32%	15.75%	28.83%	-15.03%

Correlation

The correlation between OCCI and QQQX is 0.22, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.22
Correlation (3Y) Balances recent behavior with more history.	0.28
Correlation (5Y) Shows whether the relationship held over a longer period.	0.27
Correlation (All Time) Calculated using the full available price history since Oct 5, 2018	0.24

Fundamentals

Market Cap OCCI : $72.99M QQQX : $1.39B
EPS OCCI : -$1.23 QQQX : $7.57
PS Ratio OCCI : 2.01 QQQX : 8.63
PB Ratio OCCI : 0.67 QQQX : 1.01
Total Revenue (TTM) OCCI : $35.10M QQQX : $160.60M
Gross Profit (TTM) OCCI : $15.41M QQQX : $152.14M
EBITDA (TTM) OCCI : -$28.24M QQQX : $369.75M

Return for Risk

OCCI vs. QQQX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OCCI

OCCI Risk / Return Rank: 4
OCCI Sharpe Ratio Rank: 1
OCCI Sortino Ratio Rank: 3
OCCI Omega Ratio Rank: 4
OCCI Calmar Ratio Rank: 7
OCCI Martin Ratio Rank: 4

QQQX

QQQX Risk / Return Rank: 64
QQQX Sharpe Ratio Rank: 55
QQQX Sortino Ratio Rank: 57
QQQX Omega Ratio Rank: 53
QQQX Calmar Ratio Rank: 81
QQQX Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OCCI vs. QQQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OFS Credit Company, Inc. (OCCI) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	OCCI	QQQX	Difference
Sharpe ratio: Return per unit of total volatility	-1.22	1.57	-2.78
Sortino ratio: Return per unit of downside risk	-1.82	2.27	-4.09
Omega ratio: Gain probability vs. loss probability	0.77	1.28	-0.51
Calmar ratio: Return relative to maximum drawdown	-0.88	2.82	-3.71
Martin ratio: Return relative to average drawdown	-1.53	9.98	-11.51

OCCI vs. QQQX - Sharpe Ratio Comparison

The current OCCI Sharpe Ratio is -1.22, which is lower than the QQQX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of OCCI and QQQX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OCCI vs. QQQX - Drawdown Comparison

The maximum OCCI drawdown since its inception was -66.45%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for OCCI and QQQX.

Drawdown Indicators

	OCCI	QQQX	Difference
Max Drawdown Largest peak-to-trough decline	-66.45%	-57.25%	-9.20%
Max Drawdown (1Y) Largest decline over 1 year	-54.47%	-9.11%	-45.36%
Max Drawdown (3Y) Largest decline over 3 years	-56.88%	-22.80%	-34.08%
Max Drawdown (5Y) Largest decline over 5 years	-57.01%	-29.33%	-27.68%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.96%	—
Current Drawdown Current decline from peak	-57.59%	-1.17%	-56.42%
Average Drawdown Average peak-to-trough decline	-21.52%	-7.98%	-13.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	31.42%	2.57%	+28.85%

Volatility

OCCI vs. QQQX - Volatility Comparison

OFS Credit Company, Inc. (OCCI) has a higher volatility of 12.06% compared to Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) at 5.56%. This indicates that OCCI'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.

Volatility by Period

	OCCI	QQQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.06%	5.56%	+6.50%
Volatility (6M) Calculated over the trailing 6-month period	33.34%	14.01%	+19.33%
Volatility (1Y) Calculated over the trailing 1-year period	39.57%	16.44%	+23.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.55%	20.16%	+10.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.16%	21.19%	+19.97%

Dividends

OCCI vs. QQQX - Dividend Comparison

OCCI's dividend yield for the trailing twelve months is around 40.44%, more than QQQX's 8.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OCCI OFS Credit Company, Inc.	40.44%	28.51%	18.14%	28.64%	27.09%	16.28%	18.04%	13.21%	2.93%	0.00%	0.00%	0.00%
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund	8.07%	7.85%	6.73%	7.26%	9.66%	5.85%	6.00%	6.49%	8.40%	5.95%	7.54%	7.23%

Frequently Asked Questions

Can I hold both OCCI and QQQX in my portfolio?

OCCI and QQQX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OCCI or QQQX?

OCCI has higher volatility (12.06%) compared to QQQX (5.56%). In terms of maximum drawdown, OCCI dropped -66.45% vs QQQX's -57.25%.

Which has better risk-adjusted returns?

QQQX currently has the higher Sharpe Ratio (1.57 vs -1.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.