UMH vs. QQQX
Compare and contrast key facts about UMH Properties, Inc. (UMH) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMH or QQQX.
Key characteristics
| UMH | QQQX | |
|---|---|---|
| YTD Return | 1.71% | 2.97% |
| 1Y Return | 5.98% | 8.27% |
| 3Y Return (Ann) | -6.94% | 1.28% |
| 5Y Return (Ann) | 6.85% | 7.71% |
| 10Y Return (Ann) | 10.34% | 9.96% |
| Sharpe Ratio | 0.30 | 0.46 |
| Daily Std Dev | 25.07% | 15.73% |
| Max Drawdown | -62.44% | -57.25% |
| Current Drawdown | -37.49% | -9.55% |
Fundamentals
| UMH | QQQX | |
|---|---|---|
| Market Cap | $1.08B | $717.78M |
| EPS | -$0.15 | $5.33 |
| PE Ratio | 10.89 | 3.85 |
| PEG Ratio | -14.50 | 0.00 |
| Revenue (TTM) | $225.19M | $0.00 |
| Gross Profit (TTM) | $101.88M | $0.00 |
Correlation
The correlation between UMH and QQQX is 0.32, 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.
Performance
UMH vs. QQQX - Performance Comparison
In the year-to-date period, UMH achieves a 1.71% return, which is significantly lower than QQQX's 2.97% return. Both investments have delivered pretty close results over the past 10 years, with UMH having a 10.34% annualized return and QQQX not far behind at 9.96%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UMH vs. QQQX - Risk-Adjusted Performance 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.
Dividends
UMH vs. QQQX - Dividend Comparison
UMH's dividend yield for the trailing twelve months is around 5.34%, less than QQQX's 7.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMH UMH Properties, Inc. | 5.34% | 5.35% | 4.97% | 2.68% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% | 7.54% | 7.64% |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.17% | 7.26% | 9.66% | 5.85% | 6.00% | 6.49% | 8.40% | 5.95% | 7.54% | 7.23% | 7.07% | 6.79% |
Drawdowns
UMH vs. QQQX - Drawdown Comparison
The maximum UMH drawdown since its inception was -62.44%, 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. For additional features, visit the drawdowns tool.
Volatility
UMH vs. QQQX - Volatility Comparison
UMH Properties, Inc. (UMH) has a higher volatility of 9.57% compared to Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) at 5.16%. This indicates that UMH's price experiences larger fluctuations and is considered to be riskier than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UMH vs. QQQX - Financials Comparison
This section allows you to compare key financial metrics between UMH Properties, Inc. and Nuveen Nasdaq 100 Dynamic Overwrite Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities