QQQX vs FEX
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and First Trust Large Cap Core AlphaDEX Fund (FEX, ETF).
5-Year PerformanceFEX has outperformed QQQX, delivering a return of +10.7% compared to +8.8%
QQQX vs FEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
QQQX vs FEX - Historical Returns
Returns include dividend reinvestment.
QQQX vs FEX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | FEX |
|---|---|---|
| 2026 | +8.40% | +11.85% |
| 2025 | +15.56% | +14.88% |
| 2024 | +27.43% | +17.28% |
| 2023 | +18.44% | +14.99% |
| 2022 | -27.80% | -11.35% |
| 2021 | +27.24% | +28.75% |
| 2020 | +15.68% | +13.71% |
| 2019 | +27.43% | +26.87% |
| 2018 | -12.60% | -10.52% |
| 2017 | +38.65% | +20.59% |
| 2016 | +5.28% | +15.75% |
| 2015 | +8.09% | -3.92% |
| 2014 | +16.46% | +13.46% |
| 2013 | +23.73% | +32.85% |
| 2012 | +22.61% | +13.91% |
| 2011 | -0.81% | -1.50% |
| 2010 | +9.01% | +18.94% |
| 2009 | +66.97% | +32.21% |
| 2008 | -41.65% | -37.71% |
| 2007 | -0.93% | -5.39% |
QQQX vs FEX Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for FEX was -58.81%, occurring on Mar 6, 2009. Recovery took 908 trading sessions.
The current QQQX drawdown is -4.98%. The current FEX drawdown is -2.24%.
| Rank | QQQX | FEX |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -58.81% Jul 13, 2007 - Feb 17, 2011 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -39.51% Feb 19, 2020 - Oct 12, 2020 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -21.98% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -21.97% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -21.27% Nov 16, 2021 - Dec 14, 2023 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -19.58% Nov 29, 2024 - Jul 22, 2025 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -18.22% May 21, 2015 - Jul 22, 2016 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -12.31% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -9.96% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -9.11% Sep 5, 2014 - Nov 11, 2014 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -7.50% Jul 24, 2019 - Nov 7, 2019 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -6.89% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -6.59% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -6.23% Feb 20, 2026 - Apr 13, 2026 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -6.19% Dec 31, 2013 - Feb 20, 2014 |
Correlation
Correlation between QQQX and FEX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
QQQX vs FEX dividend yield comparison.
| Year | QQQX | FEX |
|---|---|---|
| 2026 | 2.04% | 0.22% |
| 2025 | 7.85% | 1.10% |
| 2024 | 6.73% | 1.18% |
| 2023 | 7.26% | 1.38% |
| 2022 | 9.66% | 1.61% |
| 2021 | 5.85% | 0.80% |
| 2020 | 6.00% | 1.21% |
| 2019 | 6.49% | 1.32% |
| 2018 | 8.40% | 1.34% |
| 2017 | 5.95% | 1.07% |
| 2016 | 7.54% | 1.29% |
| 2015 | 7.23% | 1.33% |
| 2014 | 7.07% | 1.30% |
| 2013 | 6.79% | 1.02% |
| 2012 | 8.01% | 2.36% |
| 2011 | 9.49% | 1.09% |
| 2010 | 8.96% | 0.89% |
| 2009 | 12.84% | 0.89% |
| 2008 | 19.91% | 1.70% |
| 2007 | 9.28% | 0.58% |
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