QQQX vs. FSPGX
Compare and contrast key facts about Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Fidelity Large Cap Growth Index Fund (FSPGX).
QQQX is a passively managed fund by Nuveen that tracks the performance of the Nasdaq 100 Index. It was launched on Jan 30, 2007. FSPGX is managed by Fidelity.
Performance
QQQX vs. FSPGX - Performance Comparison
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QQQX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 38.67% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, QQQX achieves a -0.51% return, which is significantly higher than FSPGX's -9.77% return.
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%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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QQQX vs. FSPGX - Expense Ratio Comparison
QQQX has a 0.92% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
QQQX vs. FSPGX — Risk / Return Rank
QQQX
FSPGX
QQQX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| QQQX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.84 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.36 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.17 | +0.93 |
Martin ratioReturn relative to average drawdown | 10.38 | 4.02 | +6.37 |
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
| QQQX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.84 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.80 | -0.34 |
Correlation
The correlation between QQQX and FSPGX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
QQQX vs. FSPGX - Dividend Comparison
QQQX's dividend yield for the trailing twelve months is around 8.27%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
QQQX vs. FSPGX - Drawdown Comparison
The maximum QQQX drawdown since its inception was -57.25%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for QQQX and FSPGX.
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Drawdown Indicators
| QQQX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.25% | -32.66% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -16.17% | +3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.33% | -32.66% | +3.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -13.03% | +12.17% |
Average DrawdownAverage peak-to-trough decline | -8.09% | -6.43% | -1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 4.70% | -2.09% |
Volatility
QQQX vs. FSPGX - Volatility Comparison
Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a higher volatility of 8.15% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that QQQX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 6.71% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 12.37% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.13% | 22.58% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 21.52% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 21.66% | -0.61% |