QQQX vs. OCCI

Last updated Apr 2, 2026

Compare and contrast key facts about Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and OFS Credit Company, Inc. (OCCI).

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

QQQX vs. OCCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and OFS Credit Company, Inc. (OCCI). The values are adjusted to include any dividend payments, if applicable.

QQQX vs. OCCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund	-0.51%	14.87%	25.61%	21.68%	-27.39%	25.32%	15.75%	28.83%	-13.52%
OCCI OFS Credit Company, Inc.	-34.07%	-14.38%	31.45%	-1.33%	-25.82%	24.37%	0.01%	12.04%	-16.55%

Fundamentals

Market Cap QQQX : $1.39B OCCI : $84.10M
EPS QQQX : $7.57 OCCI : -$1.31
PS Ratio QQQX : 8.63 OCCI : 1.85
PB Ratio QQQX : 1.01 OCCI : 0.66
Total Revenue (TTM) QQQX : $160.60M OCCI : $43.63M
Gross Profit (TTM) QQQX : $152.14M OCCI : $26.17M
EBITDA (TTM) QQQX : $369.75M OCCI : -$26.45M

Returns By Period

In the year-to-date period, QQQX achieves a -0.51% return, which is significantly higher than OCCI's -34.07% 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%

OCCI

• 1D: 3.11%
• 1M: 0.78%
• YTD: -34.07%
• 6M: -37.68%
• 1Y: -40.29%
• 3Y*: -15.13%
• 5Y*: -11.40%
• 10Y*: —

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

Return for Risk

QQQX vs. OCCI — Risk / Return Rank

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

QQQX

QQQX Risk / Return Rank: 78
QQQX Sharpe Ratio Rank: 70
QQQX Sortino Ratio Rank: 73
QQQX Omega Ratio Rank: 75
QQQX Calmar Ratio Rank: 84
QQQX Martin Ratio Rank: 91

OCCI

OCCI Risk / Return Rank: 6
OCCI Sharpe Ratio Rank: 3
OCCI Sortino Ratio Rank: 5
OCCI Omega Ratio Rank: 5
OCCI Calmar Ratio Rank: 14
OCCI Martin Ratio Rank: 3

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.

QQQX vs. OCCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and OFS Credit Company, Inc. (OCCI). 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	OCCI	Difference
Sharpe ratio Return per unit of total volatility	1.26	-1.06	+2.33
Sortino ratio Return per unit of downside risk	1.87	-1.49	+3.35
Omega ratio Gain probability vs. loss probability	1.29	0.80	+0.49
Calmar ratio Return relative to maximum drawdown	2.10	-0.75	+2.85
Martin ratio Return relative to average drawdown	10.38	-1.84	+12.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QQQX vs. OCCI - Sharpe Ratio Comparison

The current QQQX Sharpe Ratio is 1.26, which is higher than the OCCI Sharpe Ratio of -1.06. The chart below compares the historical Sharpe Ratios of QQQX and OCCI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	QQQX	OCCI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.26	-1.06	+2.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	-0.39	+0.80
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	-0.14	+0.60

Correlation

The correlation between QQQX and OCCI is 0.24, 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

QQQX vs. OCCI - Dividend Comparison

QQQX's dividend yield for the trailing twelve months is around 8.27%, less than OCCI's 44.13% 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%
OCCI OFS Credit Company, Inc.	44.13%	28.51%	18.14%	28.64%	27.09%	16.28%	18.04%	13.21%	2.93%	0.00%	0.00%	0.00%

Drawdowns

QQQX vs. OCCI - Drawdown Comparison

The maximum QQQX drawdown since its inception was -57.25%, smaller than the maximum OCCI drawdown of -66.45%. Use the drawdown chart below to compare losses from any high point for QQQX and OCCI.

Drawdown Indicators

	QQQX	OCCI	Difference
Max Drawdown Largest peak-to-trough decline	-57.25%	-66.45%	+9.20%
Max Drawdown (1Y) Largest decline over 1 year	-12.93%	-49.96%	+37.03%
Max Drawdown (5Y) Largest decline over 5 years	-29.33%	-54.12%	+24.79%
Max Drawdown (10Y) Largest decline over 10 years	-35.96%	—	—
Current Drawdown Current decline from peak	-0.86%	-51.59%	+50.73%
Average Drawdown Average peak-to-trough decline	-8.09%	-20.15%	+12.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.61%	20.43%	-17.82%

Volatility

QQQX vs. OCCI - Volatility Comparison

The current volatility for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) is 8.15%, while OFS Credit Company, Inc. (OCCI) has a volatility of 16.10%. This indicates that QQQX experiences smaller price fluctuations and is considered to be less risky than OCCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QQQX	OCCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.15%	16.10%	-7.95%
Volatility (6M) Calculated over the trailing 6-month period	11.99%	30.69%	-18.70%
Volatility (1Y) Calculated over the trailing 1-year period	21.13%	38.25%	-17.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.80%	29.30%	-9.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.05%	41.29%	-20.24%