QQQX vs. OXY
Compare and contrast key facts about Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Occidental Petroleum Corporation (OXY).
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. OXY - Performance Comparison
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QQQX vs. OXY - 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% | 39.19% |
OXY Occidental Petroleum Corporation | 52.06% | -14.95% | -15.91% | -4.08% | 119.10% | 67.71% | -56.63% | -28.28% | -13.05% | 8.49% |
Fundamentals
QQQX:
$7.57
OXY:
$6.07
QQQX:
3.75
OXY:
10.25
QQQX:
0.43
OXY:
0.07
QQQX:
8.63
OXY:
1.93
QQQX:
$160.60M
OXY:
$21.59B
QQQX:
$152.14M
OXY:
$0.00
QQQX:
$369.75M
OXY:
$11.66B
Returns By Period
In the year-to-date period, QQQX achieves a -0.51% return, which is significantly lower than OXY's 52.06% return. Over the past 10 years, QQQX has outperformed OXY with an annualized return of 11.87%, while OXY has yielded a comparatively lower 1.93% annualized 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%
OXY
- 1D
- -4.26%
- 1M
- 15.34%
- YTD
- 52.06%
- 6M
- 31.79%
- 1Y
- 29.25%
- 3Y*
- 1.62%
- 5Y*
- 19.36%
- 10Y*
- 1.93%
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Return for Risk
QQQX vs. OXY — Risk / Return Rank
QQQX
OXY
QQQX vs. OXY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Occidental Petroleum Corporation (OXY). 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 | OXY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.75 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.22 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.07 | +1.02 |
Martin ratioReturn relative to average drawdown | 10.38 | 2.37 | +8.02 |
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 | OXY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.75 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.48 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.04 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.21 | +0.25 |
Correlation
The correlation between QQQX and OXY is 0.34, 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. OXY - Dividend Comparison
QQQX's dividend yield for the trailing twelve months is around 8.27%, more than OXY's 1.57% 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% |
OXY Occidental Petroleum Corporation | 1.57% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
Drawdowns
QQQX vs. OXY - Drawdown Comparison
The maximum QQQX drawdown since its inception was -57.25%, smaller than the maximum OXY drawdown of -88.45%. Use the drawdown chart below to compare losses from any high point for QQQX and OXY.
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Drawdown Indicators
| QQQX | OXY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.25% | -88.45% | +31.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -26.80% | +13.87% |
Max Drawdown (5Y)Largest decline over 5 years | -29.33% | -50.77% | +21.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -88.39% | +52.43% |
Current DrawdownCurrent decline from peak | -0.86% | -13.62% | +12.76% |
Average DrawdownAverage peak-to-trough decline | -8.09% | -20.15% | +12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 12.18% | -9.57% |
Volatility
QQQX vs. OXY - Volatility Comparison
The current volatility for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) is 8.15%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.61%. This indicates that QQQX experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQX | OXY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 10.61% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 24.76% | -12.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.13% | 39.09% | -17.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 40.19% | -20.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 48.54% | -27.49% |