QQQX vs IBTI
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).
5-Year PerformanceQQQX has outperformed IBTI, delivering a return of +8.4% compared to +0.2%
QQQX vs IBTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
QQQX vs IBTI - Historical Returns
Returns include dividend reinvestment.
QQQX vs IBTI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | IBTI |
|---|---|---|
| 2026 | +7.63% | +0.27% |
| 2025 | +15.56% | +6.24% |
| 2024 | +27.43% | +2.84% |
| 2023 | +18.44% | +4.22% |
| 2022 | -27.80% | -10.75% |
| 2021 | +27.24% | -3.53% |
| 2020 | +15.68% | +3.65% |
| 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 IBTI Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current QQQX drawdown is -5.65%. The current IBTI drawdown is -3.91%.
| Rank | QQQX | IBTI |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -18.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -4.63% Mar 9, 2020 - Apr 1, 2020 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -1.69% Apr 21, 2020 - Jul 17, 2020 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -0.94% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -0.21% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -0.19% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -0.12% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -0.04% Mar 3, 2020 - Mar 5, 2020 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -0.04% Apr 1, 2020 - Apr 3, 2020 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | N/A |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | N/A |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | N/A |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | N/A |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | N/A |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | N/A |
Correlation
Correlation between QQQX and IBTI is 0.17 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
QQQX vs IBTI dividend yield comparison.
| Year | QQQX | IBTI |
|---|---|---|
| 2026 | 4.63% | 1.54% |
| 2025 | 7.85% | 3.87% |
| 2024 | 6.73% | 3.92% |
| 2023 | 7.26% | 3.26% |
| 2022 | 9.66% | 1.70% |
| 2021 | 5.85% | 0.90% |
| 2020 | 6.00% | 0.56% |
| 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
More Comparisons
Compare with similar stocks