QQQX vs BKDV
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and BNY MELLON DYNAMIC VALUE ETF (BKDV, ETF).
QQQX vs BKDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQX
$1.60B
BKDV
$1.60B
Expense Ratio
QQQX
N/A
BKDV
0.60%
Max Drawdown
QQQX
63.42%
Winner
BKDV
15.71%
Sharpe Ratio
QQQX
1.20
Winner
BKDV
1.57
5Y Beta
QQQX
1.00
Winner
BKDV
0.78
P/E Ratio
QQQX
N/A
BKDV
22.78
Forward P/E
QQQX
N/A
BKDV
16.55
PEG Ratio
QQQX
N/A
BKDV
0.08
5Y Dividends CAGR
QQQX
8.08%
BKDV
N/A
5Y EPS CAGR
QQQX
N/A
BKDV
10.00%
Debt to Equity
QQQX
N/A
BKDV
165.25%
P/S Ratio
QQQX
N/A
BKDV
1.95
P/B Ratio
QQQX
N/A
BKDV
3.10
QQQX vs BKDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQX
+0.72%
BKDV
-0.40%
3M
QQQX
+5.21%
Winner
BKDV
+6.81%
6M
Winner
QQQX
+12.06%
BKDV
+10.27%
1Y
QQQX
+23.82%
Winner
BKDV
+25.24%
5Y(CAGR)
QQQX
+8.71%
BKDV
N/A
10Y(CAGR)
QQQX
+13.03%
BKDV
N/A
Max(CAGR)
QQQX
+10.97%
Winner
BKDV
+19.21%
QQQX vs BKDV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | BKDV |
|---|---|---|
| 2026 | +10.72% | +13.88% |
| 2025 | +15.56% | +18.33% |
| 2024 | +27.43% | -0.91% |
| 2023 | +18.44% | N/A |
| 2022 | -27.80% | N/A |
| 2021 | +27.24% | N/A |
| 2020 | +15.68% | N/A |
| 2019 | +27.43% | N/A |
| 2018 | -12.60% | N/A |
| 2017 | +38.65% | N/A |
| 2016 | +5.28% | N/A |
| 2015 | +8.09% | N/A |
| 2014 | +16.46% | N/A |
| 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 BKDV Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for BKDV was -15.48%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.
The current QQQX drawdown is -2.94%. The current BKDV drawdown is -1.35%.
| Rank | QQQX | BKDV |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -15.48% Nov 29, 2024 - Jun 27, 2025 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -6.65% Feb 6, 2026 - Apr 17, 2026 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -3.95% Jul 25, 2025 - Aug 22, 2025 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -2.88% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -2.85% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -1.99% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -1.84% Jul 10, 2025 - Jul 23, 2025 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -1.83% Jul 6, 2026 - Jul 20, 2026 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -1.82% Jan 15, 2026 - Jan 22, 2026 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -1.75% May 14, 2026 - May 22, 2026 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -1.67% Oct 27, 2025 - Nov 11, 2025 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -1.43% Dec 11, 2025 - Dec 23, 2025 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -1.42% May 6, 2026 - May 14, 2026 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -1.26% Aug 28, 2025 - Sep 11, 2025 |
Correlation
Correlation between QQQX and BKDV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
QQQX vs BKDV dividend yield comparison.
| Year | QQQX | BKDV |
|---|---|---|
| 2026 | 4.50% | 0.00% |
| 2025 | 7.85% | 0.62% |
| 2024 | 6.73% | 0.27% |
| 2023 | 7.26% | 0.00% |
| 2022 | 9.66% | 0.00% |
| 2021 | 5.85% | 0.00% |
| 2020 | 6.00% | 0.00% |
| 2019 | 6.49% | 0.00% |
| 2018 | 8.40% | 0.00% |
| 2017 | 5.95% | 0.00% |
| 2016 | 7.54% | 0.00% |
| 2015 | 7.23% | 0.00% |
| 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% |
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