POST vs. QQQX
POST (Post Holdings, Inc.) is a stock, while QQQX (Nuveen Nasdaq 100 Dynamic Overwrite Fund) is Derivative Income fund actively managed by Nuveen. Over the past 10 years, POST returned 5.59%/yr vs 13.67%/yr for QQQX. At a 0.25 correlation, their price movements are largely independent.
Performance
POST vs. QQQX - Performance Comparison
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Returns By Period
In the year-to-date period, POST achieves a -12.49% return, which is significantly lower than QQQX's 9.72% return. Over the past 10 years, POST has underperformed QQQX with an annualized return of 5.59%, while QQQX has yielded a comparatively higher 13.67% annualized return.
POST
- 1D
- -1.96%
- 1M
- -10.80%
- YTD
- -12.49%
- 6M
- -14.18%
- 1Y
- -22.95%
- 3Y*
- 0.62%
- 5Y*
- 4.27%
- 10Y*
- 5.59%
QQQX
- 1D
- -0.42%
- 1M
- -0.11%
- YTD
- 9.72%
- 6M
- 10.69%
- 1Y
- 29.13%
- 3Y*
- 15.64%
- 5Y*
- 8.85%
- 10Y*
- 13.67%
POST vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POST Post Holdings, Inc. | -12.49% | -13.46% | 29.98% | -2.44% | 22.34% | 11.60% | -7.42% | 22.41% | 12.50% | -1.44% |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | 9.72% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 28.83% | -11.68% | 39.19% |
Correlation
The correlation between POST and QQQX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 27, 2012 | 0.25 |
The correlation between POST and QQQX shifts across timeframes, from -0.11 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
POST:
$4.69B
QQQX:
$1.39B
POST:
$5.75
QQQX:
$7.57
POST:
15.09
QQQX:
3.75
POST:
0.18
QQQX:
0.43
POST:
0.60
QQQX:
8.63
POST:
1.47
QQQX:
1.01
POST:
$8.45B
QQQX:
$160.60M
POST:
$2.31B
QQQX:
$152.14M
POST:
$1.28B
QQQX:
$369.75M
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Return for Risk
POST vs. QQQX — Risk / Return Rank
POST
QQQX
POST vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Post Holdings, Inc. (POST) 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.
| POST | QQQX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.83 | ||
| Sortino ratioReturn per unit of downside risk | -3.99 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.36 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 3.21 | -4.16 |
| Martin ratioReturn relative to average drawdown | -2.13 | 13.97 | -16.10 |
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Drawdowns
POST vs. QQQX - Drawdown Comparison
The maximum POST drawdown since its inception was -47.37%, smaller than the maximum QQQX drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for POST and QQQX.
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Drawdown Indicators
| POST | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.37% | -57.25% | +9.88% |
Max Drawdown (1Y)Largest decline over 1 year | -24.37% | -9.11% | -15.26% |
Max Drawdown (3Y)Largest decline over 3 years | -28.20% | -22.80% | -5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -28.20% | -29.33% | +1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -35.96% | -0.60% |
Current DrawdownCurrent decline from peak | -28.20% | -3.61% | -24.59% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -8.01% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.81% | 2.09% | +8.72% |
Volatility
POST vs. QQQX - Volatility Comparison
Post Holdings, Inc. (POST) has a higher volatility of 8.47% compared to Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) at 5.70%. This indicates that POST'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
| POST | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.47% | 5.70% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 19.28% | 12.36% | +6.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.31% | 15.01% | +11.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 19.92% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.10% | 21.12% | +2.98% |
Dividends
POST vs. QQQX - Dividend Comparison
POST has not paid dividends to shareholders, while QQQX's dividend yield for the trailing twelve months is around 8.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POST Post Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | 8.28% | 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
POST and QQQX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POST has higher volatility (8.47%) compared to QQQX (5.70%). In terms of maximum drawdown, POST dropped -47.37% vs QQQX's -57.25%.
QQQX currently has the higher Sharpe Ratio (1.95 vs -0.88), 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.
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