XQQQX vs. JPC
XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) and JPC (Nuveen Preferred and Income Opportunities Fund) are both mutual funds - XQQQX is a Large Cap Growth Equities fund tracking the Nasdaq 100 Index, while JPC is a Preferred Stock fund managed by Nuveen. Over the past 10 years, XQQQX returned 9.59%/yr vs 5.28%/yr for JPC. Their 0.39 correlation means their historical movements had little consistent relationship. XQQQX charges 0.92%/yr vs 0.01%/yr for JPC.
Performance
XQQQX vs. JPC - Performance Comparison
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Returns By Period
In the year-to-date period, XQQQX achieves a -0.81% return, which is significantly lower than JPC's 0.17% return. Over the past 10 years, XQQQX has outperformed JPC with an annualized return of 9.59%, while JPC has yielded a comparatively lower 5.28% annualized return.
XQQQX
- 1D
- 2.92%
- 1M
- -1.45%
- 6M
- -1.29%
- YTD
- -0.81%
- 1Y
- 7.77%
- 3Y*
- 12.35%
- 5Y*
- 7.41%
- 10Y*
- 9.59%
- ALL TIME*
- 4.97%
JPC
- 1D
- 0.26%
- 1M
- -1.51%
- 6M
- -1.20%
- YTD
- 0.17%
- 1Y
- 5.09%
- 3Y*
- 15.61%
- 5Y*
- 3.53%
- 10Y*
- 5.28%
- ALL TIME*
- 6.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.41M | $6.24M | $7.03M | |
| $0.00 | $0.00 | $0.00 |
XQQQX vs. JPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XQQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | -0.81% | 9.55% | 27.22% | 35.21% | -27.72% | 19.87% | 16.62% | 25.33% | -9.38% | 16.84% |
JPC Nuveen Preferred and Income Opportunities Fund | 0.17% | 14.00% | 27.58% | 0.75% | -19.18% | 9.75% | -2.09% | 35.25% | -12.70% | 13.35% |
Correlation
The correlation between XQQQX and JPC is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2007 | 0.39 |
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Return for Risk
XQQQX vs. JPC — Risk / Return Rank
XQQQX
JPC
XQQQX vs. JPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen NASDAQ 100 Dynamic Overwrite Fund (XQQQX) and Nuveen Preferred and Income Opportunities Fund (JPC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XQQQX | JPC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.10 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.42 | +0.15 |
| Martin ratioReturn relative to average drawdown | 1.92 | 2.11 | -0.19 |
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Drawdowns
XQQQX vs. JPC - Drawdown Comparison
The maximum XQQQX drawdown since its inception was -55.29%, smaller than the maximum JPC drawdown of -76.07%. Use the drawdown chart below to compare losses from any high point for XQQQX and JPC.
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Drawdown Indicators
| XQQQX | JPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -76.07% | +20.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -11.43% | -0.75% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -11.65% | -9.94% |
Max Drawdown (5Y)Largest decline over 5 years | -30.26% | -32.26% | +2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -30.26% | -52.53% | +22.27% |
Current DrawdownCurrent decline from peak | -7.98% | -3.02% | -4.96% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -9.89% | -4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 2.29% | +1.13% |
Volatility
XQQQX vs. JPC - Volatility Comparison
Nuveen NASDAQ 100 Dynamic Overwrite Fund (XQQQX) has a higher volatility of 6.25% compared to Nuveen Preferred and Income Opportunities Fund (JPC) at 1.86%. This indicates that XQQQX's price experiences larger fluctuations and is considered to be riskier than JPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XQQQX | JPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 1.86% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 10.05% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 11.42% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 14.52% | +4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.33% | 20.60% | -1.27% |
XQQQX vs. JPC - Expense Ratio Comparison
XQQQX has a 0.92% expense ratio, which is higher than JPC's 0.01% expense ratio.
Dividends
XQQQX vs. JPC - Dividend Comparison
XQQQX has not paid dividends to shareholders, while JPC's dividend yield for the trailing twelve months is around 9.96%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPC Nuveen Preferred and Income Opportunities Fund | 9.96% | 9.79% | 8.94% | 8.00% | 8.74% | 6.52% | 6.95% | 7.00% | 9.02% | 7.50% | 8.14% | 8.65% |
XQQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.00% | 3.62% | 6.19% | 6.81% | 10.06% | 6.05% | 5.93% | 4.93% | 2.29% | 0.14% | 0.00% | 0.00% |
Frequently Asked Questions
XQQQX and JPC have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XQQQX has higher volatility (6.25%) compared to JPC (1.86%). In terms of maximum drawdown, XQQQX dropped -55.29% vs JPC's -76.07%.
XQQQX currently has the higher Sharpe Ratio (0.44 vs 0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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