QQQX vs SCHD
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceQQQX has outperformed SCHD, delivering a return of +8.8% compared to +8.3%
QQQX vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QQQX
$1.50B
Winner
SCHD
$91B
Expense Ratio
QQQX
N/A
SCHD
0.06%
Max Drawdown
QQQX
63.42%
Winner
SCHD
33.37%
Sharpe Ratio
QQQX
1.55
Winner
SCHD
1.95
5Y Beta
QQQX
0.99
Winner
SCHD
0.54
P/E Ratio
QQQX
N/A
SCHD
18.51
Forward P/E
QQQX
N/A
SCHD
14.94
PEG Ratio
QQQX
N/A
SCHD
0.96
5Y Dividends CAGR
Winner
QQQX
12.02%
SCHD
9.11%
5Y EPS CAGR
QQQX
N/A
SCHD
7.28%
Debt to Equity
QQQX
N/A
SCHD
55.15%
P/S Ratio
QQQX
N/A
SCHD
1.87
P/B Ratio
QQQX
N/A
SCHD
3.86
QQQX vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
QQQX
-0.56%
Winner
SCHD
+1.92%
3M
Winner
QQQX
+10.61%
SCHD
+4.20%
6M
QQQX
+10.10%
Winner
SCHD
+18.73%
1Y
Winner
QQQX
+30.64%
SCHD
+27.89%
5Y(CAGR)
Winner
QQQX
+8.83%
SCHD
+8.32%
10Y(CAGR)
Winner
QQQX
+13.03%
SCHD
+12.70%
Max(CAGR)
QQQX
+10.93%
Winner
SCHD
+13.21%
QQQX vs SCHD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | SCHD |
|---|---|---|
| 2026 | +8.40% | +17.46% |
| 2025 | +15.56% | +4.56% |
| 2024 | +27.43% | +10.86% |
| 2023 | +18.44% | +4.71% |
| 2022 | -27.80% | -3.21% |
| 2021 | +27.24% | +31.74% |
| 2020 | +15.68% | +14.78% |
| 2019 | +27.43% | +27.28% |
| 2018 | -12.60% | -5.85% |
| 2017 | +38.65% | +20.20% |
| 2016 | +5.28% | +17.78% |
| 2015 | +8.09% | -0.21% |
| 2014 | +16.46% | +12.79% |
| 2013 | +23.73% | +30.09% |
| 2012 | +22.61% | +10.39% |
| 2011 | -0.81% | +5.31% |
| 2010 | +9.01% | N/A |
| 2009 | +66.97% | N/A |
| 2008 | -41.65% | N/A |
| 2007 | -0.93% | N/A |
QQQX vs SCHD Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current QQQX drawdown is -4.98%. The current SCHD drawdown is -1.61%.
| Rank | QQQX | SCHD |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between QQQX and SCHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
QQQX vs SCHD dividend yield comparison.
| Year | QQQX | SCHD |
|---|---|---|
| 2026 | 2.04% | 0.80% |
| 2025 | 7.85% | 3.82% |
| 2024 | 6.73% | 3.64% |
| 2023 | 7.26% | 3.49% |
| 2022 | 9.66% | 3.39% |
| 2021 | 5.85% | 2.78% |
| 2020 | 6.00% | 3.16% |
| 2019 | 6.49% | 2.98% |
| 2018 | 8.40% | 3.06% |
| 2017 | 5.95% | 2.63% |
| 2016 | 7.54% | 2.89% |
| 2015 | 7.23% | 2.97% |
| 2014 | 7.07% | 2.63% |
| 2013 | 6.79% | 2.47% |
| 2012 | 8.01% | 2.86% |
| 2011 | 9.49% | 0.47% |
| 2010 | 8.96% | 0.00% |
| 2009 | 12.84% | 0.00% |
| 2008 | 19.91% | 0.00% |
| 2007 | 9.28% | 0.00% |
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