POST vs. QQQX
Compare and contrast key facts about Post Holdings, Inc. (POST) 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
POST vs. QQQX - Performance Comparison
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POST vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POST Post Holdings, Inc. | -0.19% | -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 | -4.39% | 14.87% | 25.61% | 21.68% | -27.39% | 25.32% | 15.75% | 28.83% | -11.68% | 39.19% |
Fundamentals
POST:
$5.75B
QQQX:
$1.39B
POST:
$5.27
QQQX:
$7.57
POST:
18.74
QQQX:
3.75
POST:
0.22
QQQX:
0.43
POST:
0.72
QQQX:
8.63
POST:
1.66
QQQX:
1.01
POST:
$8.36B
QQQX:
$160.60M
POST:
$2.24B
QQQX:
$152.14M
POST:
$1.22B
QQQX:
$369.75M
Returns By Period
In the year-to-date period, POST achieves a -0.19% return, which is significantly higher than QQQX's -4.39% return. Over the past 10 years, POST has underperformed QQQX with an annualized return of 7.92%, while QQQX has yielded a comparatively higher 11.43% annualized return.
POST
- 1D
- 1.71%
- 1M
- -7.00%
- YTD
- -0.19%
- 6M
- -8.02%
- 1Y
- -15.04%
- 3Y*
- 3.23%
- 5Y*
- 7.35%
- 10Y*
- 7.92%
QQQX
- 1D
- 4.83%
- 1M
- -2.23%
- YTD
- -4.39%
- 6M
- 1.33%
- 1Y
- 22.19%
- 3Y*
- 12.04%
- 5Y*
- 7.31%
- 10Y*
- 11.43%
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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.
| POST | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.61 | 1.07 | -1.68 |
Sortino ratioReturn per unit of downside risk | -0.77 | 1.61 | -2.37 |
Omega ratioGain probability vs. loss probability | 0.91 | 1.25 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.73 | 1.73 | -2.46 |
Martin ratioReturn relative to average drawdown | -1.25 | 8.57 | -9.82 |
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
| POST | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | 1.07 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.37 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.55 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.45 | +0.03 |
Correlation
The correlation between POST and QQQX is 0.26, 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
POST vs. QQQX - Dividend Comparison
POST has not paid dividends to shareholders, while QQQX's dividend yield for the trailing twelve months is around 8.61%.
| 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 | 8.61% | 7.85% | 6.73% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% |
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 | -19.42% | -12.93% | -6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -20.92% | -29.33% | +8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -35.96% | -0.60% |
Current DrawdownCurrent decline from peak | -18.11% | -4.72% | -13.39% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -8.09% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.29% | 2.61% | +8.68% |
Volatility
POST vs. QQQX - Volatility Comparison
The current volatility for Post Holdings, Inc. (POST) is 6.54%, while Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a volatility of 7.11%. This indicates that POST experiences smaller price fluctuations and is considered to be less risky 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 | 6.54% | 7.11% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 20.06% | 11.38% | +8.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 20.76% | +4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.04% | 19.73% | +2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 21.02% | +3.02% |