XQQQX vs. NPSRX
XQQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) and NPSRX (Nuveen Preferred Securities & Income Fund) are both mutual funds - XQQQX is a Large Cap Growth Equities fund tracking the Nasdaq 100 Index, while NPSRX is a Preferred Stock/Convertible Bonds fund managed by Nuveen. Over the past 10 years, XQQQX returned 10.70%/yr vs 5.22%/yr for NPSRX. At a 0.28 correlation, their price movements are largely independent. XQQQX charges 0.92%/yr vs 0.74%/yr for NPSRX.
Performance
XQQQX vs. NPSRX - Performance Comparison
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Returns By Period
In the year-to-date period, XQQQX achieves a 4.30% return, which is significantly higher than NPSRX's 0.60% return. Over the past 10 years, XQQQX has outperformed NPSRX with an annualized return of 10.70%, while NPSRX has yielded a comparatively lower 5.22% annualized return.
XQQQX
- 1D
- 1.96%
- 1M
- -1.47%
- YTD
- 4.30%
- 6M
- 3.83%
- 1Y
- 18.00%
- 3Y*
- 15.53%
- 5Y*
- 9.26%
- 10Y*
- 10.70%
NPSRX
- 1D
- 0.00%
- 1M
- 0.63%
- YTD
- 0.60%
- 6M
- 1.15%
- 1Y
- 8.02%
- 3Y*
- 9.99%
- 5Y*
- 3.53%
- 10Y*
- 5.22%
XQQQX vs. NPSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XQQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund | 4.30% | 9.55% | 27.22% | 35.21% | -27.72% | 19.87% | 16.62% | 25.33% | -9.38% | 16.84% |
NPSRX Nuveen Preferred Securities & Income Fund | 0.60% | 11.19% | 9.12% | 6.19% | -9.50% | 5.43% | 5.53% | 17.68% | -5.65% | 11.27% |
Correlation
The correlation between XQQQX and NPSRX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2007 | 0.28 |
The correlation between XQQQX and NPSRX shifts across timeframes, from 0.28 (all time) to 0.42 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XQQQX vs. NPSRX — Risk / Return Rank
XQQQX
NPSRX
XQQQX vs. NPSRX - 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 Securities & Income Fund (NPSRX). 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 | NPSRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.63 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.43 | -0.75 |
| Martin ratioReturn relative to average drawdown | 7.11 | 9.46 | -2.35 |
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Drawdowns
XQQQX vs. NPSRX - Drawdown Comparison
The maximum XQQQX drawdown since its inception was -55.29%, smaller than the maximum NPSRX drawdown of -62.52%. Use the drawdown chart below to compare losses from any high point for XQQQX and NPSRX.
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Drawdown Indicators
| XQQQX | NPSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -62.52% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.18% | -3.30% | -8.88% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -3.60% | -17.99% |
Max Drawdown (5Y)Largest decline over 5 years | -30.26% | -17.65% | -12.61% |
Max Drawdown (10Y)Largest decline over 10 years | -30.26% | -26.47% | -3.79% |
Current DrawdownCurrent decline from peak | -3.24% | -0.79% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -14.88% | -4.81% | -10.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 0.84% | +1.88% |
Volatility
XQQQX vs. NPSRX - Volatility Comparison
Nuveen NASDAQ 100 Dynamic Overwrite Fund (XQQQX) has a higher volatility of 4.95% compared to Nuveen Preferred Securities & Income Fund (NPSRX) at 0.81%. This indicates that XQQQX's price experiences larger fluctuations and is considered to be riskier than NPSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XQQQX | NPSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 0.81% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 2.39% | +9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.12% | 3.02% | +11.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 4.99% | +14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 6.32% | +12.93% |
XQQQX vs. NPSRX - Expense Ratio Comparison
XQQQX has a 0.92% expense ratio, which is higher than NPSRX's 0.74% expense ratio.
Dividends
XQQQX vs. NPSRX - Dividend Comparison
XQQQX has not paid dividends to shareholders, while NPSRX's dividend yield for the trailing twelve months is around 5.39%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.39% | 5.72% | 5.38% | 5.87% | 6.18% | 4.97% | 5.02% | 5.39% | 6.00% | 5.51% | 5.81% | 6.20% |
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 NPSRX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XQQQX has higher volatility (4.95%) compared to NPSRX (0.81%). In terms of maximum drawdown, XQQQX dropped -55.29% vs NPSRX's -62.52%.
NPSRX currently has the higher Sharpe Ratio (2.65 vs 1.44), 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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