QQQX vs ARKW

Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).

5-Year PerformanceQQQX has outperformed ARKW, delivering a return of +9.9% compared to +1.7%

QQQX vs ARKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QQQX(ETF)	ARKW(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	N/A	0.76%
Max Drawdown	63.42%	80.55%
Sharpe Ratio	2.05	1.18
5Y Beta	0.99	1.75
P/E Ratio	N/A	-59.25
Forward P/E	N/A	46.70
5Y Dividends CAGR	12.02%	N/A
P/S Ratio	N/A	3.95
P/B Ratio	N/A	6.71

Net Assets

QQQX

$1.40B

Winner

ARKW

$1.50B

Expense Ratio

QQQX

N/A

ARKW

0.76%

Max Drawdown

Winner

QQQX

63.42%

ARKW

80.55%

Sharpe Ratio

Winner

QQQX

2.05

ARKW

1.18

5Y Beta

Winner

QQQX

0.99

ARKW

1.75

P/E Ratio

QQQX

N/A

ARKW

-59.25

Forward P/E

QQQX

N/A

ARKW

46.70

5Y Dividends CAGR

QQQX

12.02%

ARKW

N/A

P/S Ratio

QQQX

N/A

ARKW

3.95

P/B Ratio

QQQX

N/A

ARKW

6.71

QQQX vs ARKW - Historical Returns

Returns include dividend reinvestment.

Period	QQQX	ARKW
1 month	+8.54%	+17.62%
3 months	+12.82%	+14.83%
6 months	+16.57%	-8.19%
1 year	+37.74%	+40.74%
5 years(CAGR)	+9.87%	+1.71%
10 years(CAGR)	+13.63%	+23.96%
Max(CAGR)	+11.09%	+20.78%

QQQX

+8.54%

Winner

ARKW

+17.62%

QQQX

+12.82%

Winner

ARKW

+14.83%

Winner

QQQX

+16.57%

ARKW

-8.19%

QQQX

+37.74%

Winner

ARKW

+40.74%

5Y(CAGR)

Winner

QQQX

+9.87%

ARKW

+1.71%

10Y(CAGR)

QQQX

+13.63%

Winner

ARKW

+23.96%

Max(CAGR)

QQQX

+11.09%

Winner

ARKW

+20.78%

QQQX vs ARKW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	QQQX	ARKW
2026	+10.52%	-1.50%
2025	+15.56%	+37.47%
2024	+27.43%	+48.08%
2023	+18.44%	+101.17%
2022	-27.80%	-68.05%
2021	+27.24%	-18.52%
2020	+15.68%	+151.90%
2019	+27.43%	+35.63%
2018	-12.60%	+1.03%
2017	+38.65%	+84.89%
2016	+5.28%	+11.88%
2015	+8.09%	+16.62%
2014	+16.46%	+2.70%
2013	+23.73%	N/A
2012	+22.61%	N/A
2011	-0.81%	N/A
2010	+9.01%	N/A
2009	+66.97%	N/A
2008	-41.65%	N/A
2007	-0.93%	N/A

QQQX vs ARKW Drawdown Comparison

The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.

The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current ARKW drawdown is -20.30%.

Rank	QQQX	ARKW
#1	-57.28% Oct 29, 2007 - Sep 16, 2009	-80.52% Feb 12, 2021 - Dec 28, 2022
#2	-35.78% Feb 19, 2020 - Jul 9, 2020	-40.66% Feb 19, 2020 - May 19, 2020
#3	-31.30% Jun 14, 2018 - Feb 18, 2020	-31.62% Dec 2, 2015 - Jul 18, 2016
#4	-29.32% Jan 3, 2022 - Jul 3, 2024	-25.49% Aug 29, 2018 - Mar 21, 2019
#5	-22.85% Jan 23, 2025 - Jul 25, 2025	-14.72% May 3, 2019 - Jul 15, 2019
#6	-19.92% Dec 22, 2009 - Dec 6, 2010	-14.03% Sep 1, 2020 - Oct 8, 2020
#7	-18.67% Dec 29, 2015 - Sep 6, 2016	-13.41% Jul 24, 2019 - Nov 22, 2019
#8	-18.20% Nov 28, 2014 - Nov 4, 2015	-13.23% Jun 22, 2015 - Dec 1, 2015
#9	-17.92% Jul 21, 2011 - Jan 25, 2012	-12.00% Mar 12, 2018 - Jun 4, 2018
#10	-15.85% Sep 2, 2020 - Jan 20, 2021	-9.72% Nov 6, 2020 - Nov 20, 2020
#11	-15.65% Jul 13, 2007 - Oct 12, 2007	-9.07% Jan 26, 2018 - Feb 15, 2018
#12	-15.57% Sep 21, 2012 - Jan 17, 2013	-8.59% Oct 13, 2020 - Nov 5, 2020
#13	-14.78% Jan 4, 2018 - Mar 9, 2018	-8.44% Oct 3, 2014 - Oct 31, 2014
#14	-12.74% Apr 5, 2012 - Jul 27, 2012	-7.51% Jun 18, 2018 - Aug 27, 2018
#15	-10.52% Jul 10, 2024 - Oct 14, 2024	-7.49% Oct 3, 2016 - Nov 17, 2016

Correlation

Correlation between QQQX and ARKW is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2007 - 2026)

QQQX vs ARKW dividend yield comparison.

Year	QQQX	ARKW
2026	2.00%	0.00%
2025	7.85%	1.59%
2024	6.73%	0.00%
2023	7.26%	0.00%
2022	9.66%	0.00%
2021	5.85%	0.17%
2020	6.00%	1.29%
2019	6.49%	0.00%
2018	8.40%	13.05%
2017	5.95%	2.05%
2016	7.54%	0.00%
2015	7.23%	2.29%
2014	7.07%	0.00%
2013	6.79%	0.00%
2012	8.01%	0.00%
2011	9.49%	0.00%
2010	8.96%	0.00%
2009	12.84%	0.00%
2008	19.91%	0.00%
2007	9.28%	0.00%