QQQX vs. SPG
Compare and contrast key facts about Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Simon Property Group, Inc. (SPG).
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. SPG - Performance Comparison
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QQQX vs. SPG - 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% |
SPG Simon Property Group, Inc. | 2.78% | 12.94% | 26.92% | 29.24% | -21.91% | 95.72% | -38.64% | -6.74% | 2.55% | 0.98% |
Fundamentals
QQQX:
$7.57
SPG:
$7.18
QQQX:
3.75
SPG:
26.20
QQQX:
0.43
SPG:
1.08
QQQX:
8.63
SPG:
6.45
QQQX:
$160.60M
SPG:
$6.36B
QQQX:
$152.14M
SPG:
$5.33B
QQQX:
$369.75M
SPG:
$4.69B
Returns By Period
In the year-to-date period, QQQX achieves a -0.51% return, which is significantly lower than SPG's 2.78% return. Over the past 10 years, QQQX has outperformed SPG with an annualized return of 11.87%, while SPG has yielded a comparatively lower 4.15% 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%
SPG
- 1D
- 0.84%
- 1M
- -6.35%
- YTD
- 2.78%
- 6M
- 3.68%
- 1Y
- 18.61%
- 3Y*
- 25.33%
- 5Y*
- 16.59%
- 10Y*
- 4.15%
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Return for Risk
QQQX vs. SPG — Risk / Return Rank
QQQX
SPG
QQQX vs. SPG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) and Simon Property Group, Inc. (SPG). 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 | SPG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.75 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.15 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.17 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.07 | +1.03 |
Martin ratioReturn relative to average drawdown | 10.38 | 3.73 | +6.65 |
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 | SPG | 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 | 0.62 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.11 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.38 | +0.08 |
Correlation
The correlation between QQQX and SPG is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
QQQX vs. SPG - Dividend Comparison
QQQX's dividend yield for the trailing twelve months is around 8.27%, more than SPG's 4.60% 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% |
SPG Simon Property Group, Inc. | 4.60% | 4.62% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% |
Drawdowns
QQQX vs. SPG - Drawdown Comparison
The maximum QQQX drawdown since its inception was -57.25%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for QQQX and SPG.
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Drawdown Indicators
| QQQX | SPG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.25% | -77.00% | +19.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -17.63% | +4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -29.33% | -45.84% | +16.51% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -77.00% | +41.04% |
Current DrawdownCurrent decline from peak | -0.86% | -6.67% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -8.09% | -13.91% | +5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 5.06% | -2.45% |
Volatility
QQQX vs. SPG - Volatility Comparison
Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a higher volatility of 8.15% compared to Simon Property Group, Inc. (SPG) at 7.05%. This indicates that QQQX's price experiences larger fluctuations and is considered to be riskier than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQX | SPG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 7.05% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 13.44% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.13% | 24.97% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 26.74% | -6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 37.07% | -16.02% |