OXY vs. QQQX
Compare and contrast key facts about Occidental Petroleum Corporation (OXY) 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
OXY vs. QQQX - Performance Comparison
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OXY vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 52.06% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
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% |
Fundamentals
OXY:
$6.07
QQQX:
$7.57
OXY:
10.25
QQQX:
3.75
OXY:
0.07
QQQX:
0.43
OXY:
1.93
QQQX:
8.63
OXY:
$21.59B
QQQX:
$160.60M
OXY:
$0.00
QQQX:
$152.14M
OXY:
$11.66B
QQQX:
$369.75M
Returns By Period
In the year-to-date period, OXY achieves a 52.06% return, which is significantly higher than QQQX's -0.51% return. Over the past 10 years, OXY has underperformed QQQX with an annualized return of 1.93%, while QQQX has yielded a comparatively higher 11.87% annualized return.
OXY
- 1D
- -4.26%
- 1M
- 15.34%
- YTD
- 52.06%
- 6M
- 31.79%
- 1Y
- 29.25%
- 3Y*
- 1.62%
- 5Y*
- 19.36%
- 10Y*
- 1.93%
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
OXY vs. QQQX — Risk / Return Rank
OXY
QQQX
OXY vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) 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.
| OXY | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.26 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.87 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.10 | -1.02 |
Martin ratioReturn relative to average drawdown | 2.37 | 10.38 | -8.02 |
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
| OXY | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.26 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.41 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.57 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.46 | -0.25 |
Correlation
The correlation between OXY 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
OXY vs. QQQX - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.57%, less than QQQX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.57% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
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
OXY vs. QQQX - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for OXY and QQQX.
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Drawdown Indicators
| OXY | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -57.25% | -31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -26.80% | -12.93% | -13.87% |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | -29.33% | -21.44% |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | -35.96% | -52.43% |
Current DrawdownCurrent decline from peak | -13.62% | -0.86% | -12.76% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -8.09% | -12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.18% | 2.61% | +9.57% |
Volatility
OXY vs. QQQX - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 10.61% compared to Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) at 8.15%. This indicates that OXY'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
| OXY | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.61% | 8.15% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 24.76% | 11.99% | +12.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.09% | 21.13% | +17.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.19% | 19.80% | +20.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.54% | 21.05% | +27.49% |