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QQQX vs FREL

Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF).

5-Year PerformanceQQQX has outperformed FREL, delivering a return of +8.9% compared to +2.3%

QQQX vs FREL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QQQX
$1.50B
FREL
$1.50B
Expense Ratio
QQQX
N/A
FREL
0.08%
Max Drawdown
QQQX
63.42%
Winner
FREL
43.46%
Sharpe Ratio
Winner
QQQX
1.22
FREL
0.65
5Y Beta
QQQX
1.00
Winner
FREL
0.48
P/E Ratio
QQQX
N/A
FREL
35.51
Forward P/E
QQQX
N/A
FREL
33.76
5Y Dividends CAGR
Winner
QQQX
8.08%
FREL
2.88%
5Y EPS CAGR
QQQX
N/A
FREL
10.35%
Debt to Equity
QQQX
N/A
FREL
53.39%
P/S Ratio
QQQX
N/A
FREL
5.40
P/B Ratio
QQQX
N/A
FREL
2.65

QQQX vs FREL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
QQQX
+1.20%
FREL
-1.12%
3M
QQQX
+2.28%
Winner
FREL
+2.81%
6M
Winner
QQQX
+14.99%
FREL
+5.75%
1Y
Winner
QQQX
+25.87%
FREL
+12.78%
5Y(CAGR)
Winner
QQQX
+8.86%
FREL
+2.26%
10Y(CAGR)
Winner
QQQX
+12.93%
FREL
+5.65%
Max(CAGR)
Winner
QQQX
+10.99%
FREL
+5.53%

QQQX vs FREL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearQQQXFREL
2026+12.04%+13.30%
2025+15.56%+4.07%
2024+27.43%+4.10%
2023+18.44%+11.62%
2022-27.80%-25.63%
2021+27.24%+45.48%
2020+15.68%-3.56%
2019+27.43%+31.79%
2018-12.60%-4.08%
2017+38.65%+8.56%
2016+5.28%+9.36%
2015+8.09%-4.72%
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 FREL Drawdown Comparison

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

The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.

The current QQQX drawdown is -2.36%. The current FREL drawdown is -2.49%.

RankQQQXFREL
#1-57.28%
Oct 29, 2007 - Sep 16, 2009
-42.57%
Feb 14, 2020 - Apr 15, 2021
#2-35.78%
Feb 19, 2020 - Jul 9, 2020
-34.37%
Dec 31, 2021 - Jun 12, 2026
#3-31.30%
Jun 14, 2018 - Feb 18, 2020
-15.67%
Feb 5, 2015 - Apr 1, 2016
#4-29.32%
Jan 3, 2022 - Jul 3, 2024
-14.14%
Aug 1, 2016 - Sep 18, 2017
#5-22.85%
Jan 23, 2025 - Jul 25, 2025
-12.75%
Dec 6, 2018 - Jan 30, 2019
#6-19.92%
Dec 22, 2009 - Dec 6, 2010
-12.43%
Dec 18, 2017 - Jun 29, 2018
#7-18.67%
Dec 29, 2015 - Sep 6, 2016
-8.54%
Aug 29, 2018 - Dec 6, 2018
#8-18.20%
Nov 28, 2014 - Nov 4, 2015
-7.53%
Sep 3, 2021 - Oct 28, 2021
#9-17.92%
Jul 21, 2011 - Jan 25, 2012
-5.49%
Nov 24, 2021 - Dec 7, 2021
#10-15.85%
Sep 2, 2020 - Jan 20, 2021
-5.47%
Oct 21, 2019 - Jan 16, 2020
#11-15.65%
Jul 13, 2007 - Oct 12, 2007
-5.38%
May 10, 2016 - Jun 23, 2016
#12-15.57%
Sep 21, 2012 - Jan 17, 2013
-5.11%
Jun 20, 2019 - Jul 10, 2019
#13-14.78%
Jan 4, 2018 - Mar 9, 2018
-4.48%
Apr 30, 2021 - May 26, 2021
#14-12.74%
Apr 5, 2012 - Jul 27, 2012
-4.48%
Jul 28, 2026 - Aug 11, 2026
#15-10.52%
Jul 10, 2024 - Oct 14, 2024
-4.10%
Apr 12, 2019 - Jun 5, 2019

Correlation

Correlation between QQQX and FREL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2007 - 2026)

QQQX vs FREL dividend yield comparison.

YearQQQXFREL
20264.44%1.75%
20257.85%3.59%
20246.73%3.48%
20237.26%3.73%
20229.66%3.57%
20215.85%2.34%
20206.00%3.77%
20196.49%3.32%
20188.40%5.54%
20175.95%3.27%
20167.54%4.01%
20157.23%3.80%
20147.07%0.00%
20136.79%0.00%
20128.01%0.00%
20119.49%0.00%
20108.96%0.00%
200912.84%0.00%
200819.91%0.00%
20079.28%0.00%

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