RDVY vs. QQQX

In the year-to-date period, RDVY achieves a 4.47% return, which is significantly higher than QQQX's -5.08% return. Over the past 10 years, RDVY has outperformed QQQX with an annualized return of 12.54%, while QQQX has yielded a comparatively lower 10.28% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). 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.

The current RDVY Sharpe Ratio is 0.60, which is comparable to the QQQX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of RDVY and QQQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RDVY's dividend yield for the trailing twelve months is around 1.63%, less than QQQX's 7.81% yield.

The maximum RDVY drawdown since its inception was -40.60%, smaller than the maximum QQQX drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for RDVY and QQQX. For additional features, visit the drawdowns tool.

First Trust Rising Dividend Achievers ETF (RDVY) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) have volatilities of 5.69% and 5.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.