QQQX vs CTA
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
QQQX vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQX
$1.50B
CTA
$1.50B
Expense Ratio
QQQX
N/A
CTA
0.75%
Max Drawdown
QQQX
63.42%
Winner
CTA
22.46%
Sharpe Ratio
Winner
QQQX
1.22
CTA
0.32
5Y Beta
QQQX
1.00
Winner
CTA
-0.11
5Y Dividends CAGR
QQQX
8.08%
CTA
N/A
QQQX vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
QQQX
+1.20%
Winner
CTA
+3.54%
3M
Winner
QQQX
+2.28%
CTA
-6.34%
6M
Winner
QQQX
+14.99%
CTA
-1.29%
1Y
Winner
QQQX
+25.87%
CTA
+8.06%
5Y(CAGR)
Winner
QQQX
+8.86%
CTA
+8.74%
10Y(CAGR)
QQQX
+12.93%
CTA
N/A
Max(CAGR)
Winner
QQQX
+10.99%
CTA
+8.74%
QQQX vs CTA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | CTA |
|---|---|---|
| 2026 | +12.04% | +8.68% |
| 2025 | +15.56% | +0.56% |
| 2024 | +27.43% | +22.54% |
| 2023 | +18.44% | -2.92% |
| 2022 | -27.80% | +9.54% |
| 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 CTA Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for CTA was -20.79%, occurring on Aug 4, 2026. This drawdown has not yet recovered.
The current QQQX drawdown is -2.36%. The current CTA drawdown is -11.14%.
| Rank | QQQX | CTA |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -20.79% May 4, 2026 - Aug 4, 2026 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between QQQX and CTA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2007 - 2026)
QQQX vs CTA dividend yield comparison.
| Year | QQQX | CTA |
|---|---|---|
| 2026 | 4.44% | 3.36% |
| 2025 | 7.85% | 3.19% |
| 2024 | 6.73% | 4.80% |
| 2023 | 7.26% | 7.78% |
| 2022 | 9.66% | 6.58% |
| 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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