QQQX vs IBDX
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF).
QQQX vs IBDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQX
$1.60B
Winner
IBDX
$1.70B
Expense Ratio
QQQX
N/A
IBDX
0.10%
Max Drawdown
QQQX
63.42%
Winner
IBDX
13.89%
Sharpe Ratio
Winner
QQQX
1.20
IBDX
0.09
5Y Beta
QQQX
1.00
Winner
IBDX
0.09
5Y Dividends CAGR
QQQX
8.08%
IBDX
N/A
QQQX vs IBDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QQQX
+0.72%
IBDX
-0.16%
3M
Winner
QQQX
+5.21%
IBDX
-0.63%
6M
Winner
QQQX
+12.06%
IBDX
-0.12%
1Y
Winner
QQQX
+23.82%
IBDX
+3.82%
5Y(CAGR)
Winner
QQQX
+8.71%
IBDX
+4.57%
10Y(CAGR)
QQQX
+13.03%
IBDX
N/A
Max(CAGR)
Winner
QQQX
+10.97%
IBDX
+4.57%
QQQX vs IBDX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | IBDX |
|---|---|---|
| 2026 | +10.72% | -0.00% |
| 2025 | +15.56% | +8.96% |
| 2024 | +27.43% | +3.04% |
| 2023 | +18.44% | +8.83% |
| 2022 | -27.80% | -1.81% |
| 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 IBDX Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.
The current QQQX drawdown is -2.94%. The current IBDX drawdown is -1.63%.
| Rank | QQQX | IBDX |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -12.52% Aug 1, 2022 - Dec 13, 2023 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -4.72% Sep 16, 2024 - Jun 4, 2025 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -4.11% Dec 27, 2023 - Jul 8, 2024 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -2.76% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -1.11% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -1.10% Jul 5, 2022 - Jul 13, 2022 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -1.08% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -0.96% Jul 16, 2024 - Jul 30, 2024 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -0.86% Jun 30, 2025 - Jul 22, 2025 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -0.81% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -0.80% Jun 4, 2025 - Jun 12, 2025 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -0.69% Nov 26, 2025 - Dec 26, 2025 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -0.66% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -0.64% Jul 15, 2022 - Jul 21, 2022 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -0.64% Jul 22, 2022 - Jul 27, 2022 |
Correlation
Correlation between QQQX and IBDX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
QQQX vs IBDX dividend yield comparison.
| Year | QQQX | IBDX |
|---|---|---|
| 2026 | 4.50% | 2.42% |
| 2025 | 7.85% | 4.81% |
| 2024 | 6.73% | 5.02% |
| 2023 | 7.26% | 4.60% |
| 2022 | 9.66% | 2.39% |
| 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% |
Select Stocks to Compare
Popular: QQQX vs SPYIBDX vs SPY
More Comparisons
Compare with similar stocks