QQQX vs. POST
Compare and contrast key facts about Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Post Holdings, Inc. (POST).
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. POST - Performance Comparison
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QQQX vs. POST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
POST Post Holdings, Inc. | -0.19% | -13.46% | 29.98% | -2.44% | 22.34% | 11.60% | -7.42% | 22.41% | 12.50% | -1.44% |
Fundamentals
QQQX:
$1.39B
POST:
$5.75B
QQQX:
$7.57
POST:
$5.27
QQQX:
3.75
POST:
18.74
QQQX:
0.43
POST:
0.22
QQQX:
8.63
POST:
0.72
QQQX:
1.01
POST:
1.66
QQQX:
$160.60M
POST:
$8.36B
QQQX:
$152.14M
POST:
$2.24B
QQQX:
$369.75M
POST:
$1.22B
Returns By Period
In the year-to-date period, QQQX achieves a -4.39% return, which is significantly lower than POST's -0.19% return. Over the past 10 years, QQQX has outperformed POST with an annualized return of 11.43%, while POST has yielded a comparatively lower 7.92% annualized return.
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%
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%
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Return for Risk
QQQX vs. POST — Risk / Return Rank
QQQX
POST
QQQX vs. POST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Post Holdings, Inc. (POST). 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 | POST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | -0.61 | +1.68 |
Sortino ratioReturn per unit of downside risk | 1.61 | -0.77 | +2.37 |
Omega ratioGain probability vs. loss probability | 1.25 | 0.91 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | -0.73 | +2.46 |
Martin ratioReturn relative to average drawdown | 8.57 | -1.25 | +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
| QQQX | POST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | -0.61 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.33 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between QQQX and POST 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
QQQX vs. POST - Dividend Comparison
QQQX's dividend yield for the trailing twelve months is around 8.61%, while POST has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
QQQX vs. POST - Drawdown Comparison
The maximum QQQX drawdown since its inception was -57.25%, which is greater than POST's maximum drawdown of -47.37%. Use the drawdown chart below to compare losses from any high point for QQQX and POST.
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Drawdown Indicators
| QQQX | POST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.25% | -47.37% | -9.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -19.42% | +6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -29.33% | -20.92% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -36.56% | +0.60% |
Current DrawdownCurrent decline from peak | -4.72% | -18.11% | +13.39% |
Average DrawdownAverage peak-to-trough decline | -8.09% | -9.34% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 11.29% | -8.68% |
Volatility
QQQX vs. POST - Volatility Comparison
Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a higher volatility of 7.11% compared to Post Holdings, Inc. (POST) at 6.54%. This indicates that QQQX's price experiences larger fluctuations and is considered to be riskier than POST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQX | POST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 6.54% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 20.06% | -8.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 24.96% | -4.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.73% | 22.04% | -2.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 24.04% | -3.02% |