POST vs. QQQX

Last updated Jun 3, 2026

POST (Post Holdings, Inc.) is a stock, while QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) is Large Cap Growth Equities fund tracking the Nasdaq 100 Index. Over the past 10 years, POST returned 6.19%/yr vs 13.66%/yr for QQQX. At a 0.25 correlation, their price movements are largely independent.

Performance

POST vs. QQQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Post Holdings, Inc. (POST) 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, POST achieves a -8.51% return, which is significantly lower than QQQX's 13.61% return. Over the past 10 years, POST has underperformed QQQX with an annualized return of 6.19%, while QQQX has yielded a comparatively higher 13.66% annualized return.

POST

• 1D: 1.67%
• 1M: -12.36%
• YTD: -8.51%
• 6M: -8.04%
• 1Y: -17.77%
• 3Y*: 1.60%
• 5Y*: 3.55%
• 10Y*: 6.19%

QQQX

• 1D: 0.25%
• 1M: 4.90%
• YTD: 13.61%
• 6M: 17.29%
• 1Y: 35.86%
• 3Y*: 17.11%
• 5Y*: 10.20%
• 10Y*: 13.66%

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

POST vs. QQQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POST Post Holdings, Inc.	-8.51%	-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	13.61%	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 -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.07
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 30, 2012	0.25

The correlation between POST and QQQX shifts across timeframes, from -0.07 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap POST : $4.90B QQQX : $1.39B
EPS POST : $5.75 QQQX : $7.57
PE Ratio POST : 15.77 QQQX : 3.75
PEG Ratio POST : 0.19 QQQX : 0.43
PS Ratio POST : 0.63 QQQX : 8.63
PB Ratio POST : 1.53 QQQX : 1.01
Total Revenue (TTM) POST : $8.45B QQQX : $160.60M
Gross Profit (TTM) POST : $2.31B QQQX : $152.14M
EBITDA (TTM) POST : $1.28B QQQX : $369.75M

Return for Risk

POST vs. QQQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POST

POST Risk / Return Rank: 10
POST Sharpe Ratio Rank: 11
POST Sortino Ratio Rank: 12
POST Omega Ratio Rank: 13
POST Calmar Ratio Rank: 9
POST Martin Ratio Rank: 1

QQQX

QQQX Risk / Return Rank: 78
QQQX Sharpe Ratio Rank: 72
QQQX Sortino Ratio Rank: 73
QQQX Omega Ratio Rank: 69
QQQX Calmar Ratio Rank: 85
QQQX Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	POST	QQQX	Difference
Sharpe ratio Return per unit of total volatility	-0.69	2.47	-3.16
Sortino ratio Return per unit of downside risk	-0.90	3.56	-4.46
Omega ratio Gain probability vs. loss probability	0.90	1.46	-0.57
Calmar ratio Return relative to maximum drawdown	-0.81	4.02	-4.83
Martin ratio Return relative to average drawdown	-1.84	18.86	-20.71
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

POST vs. QQQX - Sharpe Ratio Comparison

The current POST Sharpe Ratio is -0.69, which is lower than the QQQX Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of POST 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.

Sharpe Ratios by Period

	POST	QQQX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.69	2.47	-3.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.16	0.52	-0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.26	0.65	-0.39
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.49	-0.04

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.

Drawdown Indicators

	POST	QQQX	Difference
Max Drawdown Largest peak-to-trough decline	-47.37%	-57.25%	+9.88%
Max Drawdown (1Y) Largest decline over 1 year	-22.23%	-9.11%	-13.12%
Max Drawdown (3Y) Largest decline over 3 years	-26.17%	-22.80%	-3.37%
Max Drawdown (5Y) Largest decline over 5 years	-26.17%	-29.33%	+3.16%
Max Drawdown (10Y) Largest decline over 10 years	-36.56%	-35.96%	-0.60%
Current Drawdown Current decline from peak	-24.93%	-0.19%	-24.74%
Average Drawdown Average peak-to-trough decline	-9.42%	-8.02%	-1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.79%	1.94%	+7.85%

Volatility

POST vs. QQQX - Volatility Comparison

Post Holdings, Inc. (POST) has a higher volatility of 7.34% compared to Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) at 3.90%. 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.

Volatility by Period

	POST	QQQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.34%	3.90%	+3.44%
Volatility (6M) Calculated over the trailing 6-month period	19.26%	11.47%	+7.79%
Volatility (1Y) Calculated over the trailing 1-year period	25.78%	14.60%	+11.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.42%	19.81%	+2.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.09%	21.06%	+3.03%

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 7.24%.

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	7.24%	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 POST and QQQX in my portfolio?

POST and QQQX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POST or QQQX?

POST has higher volatility (7.34%) compared to QQQX (3.90%). In terms of maximum drawdown, POST dropped -47.37% vs QQQX's -57.25%.

Which has better risk-adjusted returns?

QQQX currently has the higher Sharpe Ratio (2.47 vs -0.69), 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.