UMH vs. QQQX
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX).
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
UMH vs. QQQX - Performance Comparison
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UMH vs. QQQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | -6.80% | -11.02% | 29.59% | 0.21% | -38.67% | 91.34% | -0.73% | 40.13% | -16.21% | 3.70% |
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% |
Fundamentals
UMH:
$1.25B
QQQX:
$1.39B
UMH:
$0.06
QQQX:
$7.57
UMH:
229.80
QQQX:
3.75
UMH:
3.18
QQQX:
0.43
UMH:
6.40
QQQX:
8.63
UMH:
2.14
QQQX:
1.01
UMH:
$194.79M
QQQX:
$160.60M
UMH:
$106.45M
QQQX:
$152.14M
UMH:
$92.14M
QQQX:
$369.75M
Returns By Period
In the year-to-date period, UMH achieves a -6.80% return, which is significantly lower than QQQX's -0.51% return. Over the past 10 years, UMH has underperformed QQQX with an annualized return of 9.28%, while QQQX has yielded a comparatively higher 11.87% annualized return.
UMH
- 1D
- 1.32%
- 1M
- -3.75%
- YTD
- -6.80%
- 6M
- 2.32%
- 1Y
- -17.24%
- 3Y*
- 5.04%
- 5Y*
- -1.08%
- 10Y*
- 9.28%
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%
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Return for Risk
UMH vs. QQQX — Risk / Return Rank
UMH
QQQX
UMH vs. QQQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UMH Properties, Inc. (UMH) 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.
| UMH | QQQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.83 | 1.26 | -2.09 |
Sortino ratioReturn per unit of downside risk | -1.05 | 1.87 | -2.92 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.29 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.10 | -2.85 |
Martin ratioReturn relative to average drawdown | -1.23 | 10.38 | -11.62 |
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
| UMH | QQQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.83 | 1.26 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.41 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.57 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.46 | -0.13 |
Correlation
The correlation between UMH and QQQX is 0.31, 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
UMH vs. QQQX - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 6.16%, less than QQQX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 6.16% | 5.59% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% |
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% |
Drawdowns
UMH vs. QQQX - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.46%, which is greater than QQQX's maximum drawdown of -57.25%. Use the drawdown chart below to compare losses from any high point for UMH and QQQX.
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Drawdown Indicators
| UMH | QQQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -57.25% | -5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -22.89% | -12.93% | -9.96% |
Max Drawdown (5Y)Largest decline over 5 years | -46.98% | -29.33% | -17.65% |
Max Drawdown (10Y)Largest decline over 10 years | -46.98% | -35.96% | -11.02% |
Current DrawdownCurrent decline from peak | -33.95% | -0.86% | -33.09% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -8.09% | -6.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.03% | 2.61% | +11.42% |
Volatility
UMH vs. QQQX - Volatility Comparison
The current volatility for UMH Properties, Inc. (UMH) is 4.20%, while Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) has a volatility of 8.15%. This indicates that UMH experiences smaller price fluctuations and is considered to be less risky than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMH | QQQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 8.15% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 11.99% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 21.13% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.28% | 19.80% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 21.05% | +8.83% |