LEO vs IQQQ

Comparison between BNY Mellon Strategic Municipals Inc (LEO, ETF) and PROSHARES NASDAQ-100 HIGH INCOME ETF (IQQQ, ETF).

LEO vs IQQQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEO(ETF)	IQQQ(ETF)
Net Assets	$429M	$430M
Expense Ratio	N/A	0.55%
Max Drawdown	54.53%	23.87%
Sharpe Ratio	1.06	1.75
5Y Beta	0.17	1.06
P/E Ratio	N/A	37.78
Forward P/E	N/A	25.11
PEG Ratio	N/A	0.29
5Y Dividends CAGR	-6.91%	N/A
5Y EPS CAGR	N/A	30.60%
Debt to Equity	N/A	35.50%

Net Assets

LEO

$429M

Winner

IQQQ

$430M

Expense Ratio

LEO

N/A

IQQQ

0.55%

Max Drawdown

LEO

54.53%

Winner

IQQQ

23.87%

Sharpe Ratio

LEO

1.06

Winner

IQQQ

1.75

5Y Beta

Winner

LEO

0.17

IQQQ

1.06

P/E Ratio

LEO

N/A

IQQQ

37.78

Forward P/E

LEO

N/A

IQQQ

25.11

PEG Ratio

LEO

N/A

IQQQ

0.29

5Y Dividends CAGR

LEO

-6.91%

IQQQ

N/A

5Y EPS CAGR

LEO

N/A

IQQQ

30.60%

Debt to Equity

LEO

N/A

IQQQ

35.50%

LEO vs IQQQ - Historical Returns

Returns include dividend reinvestment.

Period	LEO	IQQQ
1 month	+3.21%	+4.75%
3 months	+2.25%	+20.20%
6 months	+3.78%	+18.96%
1 year	+16.23%	+36.94%
5 years(CAGR)	-2.12%	N/A
10 years(CAGR)	+1.15%	N/A
Max(CAGR)	+4.85%	+22.01%

LEO

+3.21%

Winner

IQQQ

+4.75%

LEO

+2.25%

Winner

IQQQ

+20.20%

LEO

+3.78%

Winner

IQQQ

+18.96%

LEO

+16.23%

Winner

IQQQ

+36.94%

5Y(CAGR)

LEO

-2.12%

IQQQ

N/A

10Y(CAGR)

LEO

+1.15%

IQQQ

N/A

Max(CAGR)

LEO

+4.85%

Winner

IQQQ

+22.01%

LEO vs IQQQ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	LEO	IQQQ
2026	+2.97%	+17.98%
2025	+8.40%	+17.39%
2024	+6.40%	+13.47%
2023	-1.05%	N/A
2022	-23.74%	N/A
2021	+5.05%	N/A
2020	+4.86%	N/A
2019	+22.72%	N/A
2018	-12.42%	N/A
2017	+8.83%	N/A
2016	+3.50%	N/A
2015	+11.03%	N/A
2014	+15.50%	N/A
2013	-16.60%	N/A
2012	+14.70%	N/A
2011	+23.10%	N/A
2010	+3.15%	N/A
2009	+46.92%	N/A
2008	-27.48%	N/A
2007	-7.07%	N/A
2006	+13.96%	N/A
2005	+7.55%	N/A
2004	-7.35%	N/A
2003	+10.84%	N/A
2002	+6.78%	N/A
2001	+22.11%	N/A

LEO vs IQQQ Drawdown Comparison

The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.

The maximum drawdown for IQQQ was -20.42%, occurring on Apr 8, 2025. Recovery took 132 trading sessions.

The current LEO drawdown is -16.40%. The current IQQQ drawdown is -1.13%.

Rank	LEO	IQQQ
#1	-47.31% May 7, 2007 - Jan 5, 2010	-20.42% Dec 16, 2024 - Jun 30, 2025
#2	-41.48% Aug 27, 2021 - Oct 25, 2023	-13.05% Jul 10, 2024 - Nov 6, 2024
#3	-30.28% Feb 25, 2020 - Feb 5, 2021	-11.13% Oct 29, 2025 - Apr 17, 2026
#4	-23.62% Jan 8, 2013 - Nov 3, 2015	-6.82% Mar 22, 2024 - May 15, 2024
#5	-21.68% Jan 21, 2004 - Sep 7, 2005	-6.56% Jun 2, 2026 - Jun 10, 2026
#6	-19.81% Sep 10, 2010 - Oct 12, 2011	-3.57% Oct 8, 2025 - Oct 20, 2025
#7	-17.32% Aug 1, 2017 - Jul 2, 2019	-3.50% Nov 8, 2024 - Dec 2, 2024
#8	-12.16% Jul 8, 2016 - Jul 11, 2017	-2.91% Aug 14, 2025 - Sep 8, 2025
#9	-11.77% Oct 1, 2002 - Apr 29, 2003	-2.63% May 14, 2026 - May 26, 2026
#10	-11.61% Jun 12, 2003 - Jan 7, 2004	-2.43% Jul 28, 2025 - Aug 8, 2025
#11	-9.85% Aug 28, 2001 - Dec 31, 2001	-2.07% Jun 18, 2024 - Jul 2, 2024
#12	-8.30% Sep 7, 2005 - Mar 29, 2006	-1.72% May 28, 2024 - Jun 5, 2024
#13	-6.69% Mar 12, 2012 - May 9, 2012	-1.52% Sep 22, 2025 - Oct 1, 2025
#14	-6.02% Nov 29, 2012 - Jan 8, 2013	-1.13% Dec 6, 2024 - Dec 11, 2024
#15	-5.98% Dec 31, 2001 - Apr 5, 2002	-1.09% Oct 21, 2025 - Oct 24, 2025

Correlation

Correlation between LEO and IQQQ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2001 - 2026)

LEO vs IQQQ dividend yield comparison.

Year	LEO	IQQQ
2026	2.45%	2.51%
2025	4.03%	10.34%
2024	3.77%	7.27%
2023	4.37%	0.00%
2022	5.66%	0.00%
2021	4.84%	0.00%
2020	4.95%	0.00%
2019	4.94%	0.00%
2018	5.96%	0.00%
2017	5.97%	0.00%
2016	6.14%	0.00%
2015	6.04%	0.00%
2014	7.11%	0.00%
2013	7.74%	0.00%
2012	6.16%	0.00%
2011	6.61%	0.00%
2010	7.54%	0.00%
2009	6.32%	0.00%
2008	8.94%	0.00%
2007	6.13%	0.00%
2006	5.03%	0.00%
2005	6.51%	0.00%
2004	7.38%	0.00%
2003	7.32%	0.00%
2002	7.14%	0.00%
2001	5.74%	0.00%