OCCI vs. QQQX
Compare and contrast key facts about OFS Credit Company, Inc. (OCCI) 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
OCCI vs. QQQX - Performance Comparison
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OCCI vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OCCI OFS Credit Company, Inc. | -34.07% | -14.38% | 31.45% | -1.33% | -25.82% | 24.37% | 0.01% | 12.04% | -16.55% |
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | -0.51% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 28.83% | -13.52% |
Fundamentals
OCCI:
$84.10M
QQQX:
$1.39B
OCCI:
-$1.31
QQQX:
$7.57
OCCI:
1.85
QQQX:
8.63
OCCI:
0.66
QQQX:
1.01
OCCI:
$43.63M
QQQX:
$160.60M
OCCI:
$26.17M
QQQX:
$152.14M
OCCI:
-$26.45M
QQQX:
$369.75M
Returns By Period
In the year-to-date period, OCCI achieves a -34.07% return, which is significantly lower than QQQX's -0.51% return.
OCCI
- 1D
- 3.11%
- 1M
- 0.78%
- YTD
- -34.07%
- 6M
- -37.68%
- 1Y
- -40.29%
- 3Y*
- -15.13%
- 5Y*
- -11.40%
- 10Y*
- —
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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Return for Risk
OCCI vs. QQQX — Risk / Return Rank
OCCI
QQQX
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.
| OCCI | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.06 | 1.26 | -2.33 |
Sortino ratioReturn per unit of downside risk | -1.49 | 1.87 | -3.35 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.29 | -0.49 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.10 | -2.85 |
Martin ratioReturn relative to average drawdown | -1.84 | 10.38 | -12.22 |
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
| OCCI | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.06 | 1.26 | -2.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 0.41 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.14 | 0.46 | -0.60 |
Correlation
The correlation between OCCI and QQQX is 0.24, 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
OCCI vs. QQQX - Dividend Comparison
OCCI's dividend yield for the trailing twelve months is around 44.13%, more than QQQX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCCI OFS Credit Company, Inc. | 44.13% | 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 | 8.27% | 7.85% | 6.73% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% |
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.
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Drawdown Indicators
| OCCI | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.45% | -57.25% | -9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -49.96% | -12.93% | -37.03% |
Max Drawdown (5Y)Largest decline over 5 years | -54.12% | -29.33% | -24.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.96% | — |
Current DrawdownCurrent decline from peak | -51.59% | -0.86% | -50.73% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -8.09% | -12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.43% | 2.61% | +17.82% |
Volatility
OCCI vs. QQQX - Volatility Comparison
OFS Credit Company, Inc. (OCCI) has a higher volatility of 16.10% compared to Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) at 8.15%. 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.
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Volatility by Period
| OCCI | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.10% | 8.15% | +7.95% |
Volatility (6M)Calculated over the trailing 6-month period | 30.69% | 11.99% | +18.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.25% | 21.13% | +17.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.30% | 19.80% | +9.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.29% | 21.05% | +20.24% |