QQQX vs SPGM
Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed QQQX, delivering a return of +11.3% compared to +8.4%
QQQX vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
QQQX vs SPGM - Historical Returns
Returns include dividend reinvestment.
QQQX vs SPGM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | QQQX | SPGM |
|---|---|---|
| 2026 | +7.63% | +9.92% |
| 2025 | +15.56% | +23.70% |
| 2024 | +27.43% | +17.65% |
| 2023 | +18.44% | +21.33% |
| 2022 | -27.80% | -17.95% |
| 2021 | +27.24% | +20.77% |
| 2020 | +15.68% | +14.24% |
| 2019 | +27.43% | +27.70% |
| 2018 | -12.60% | -8.85% |
| 2017 | +38.65% | +25.00% |
| 2016 | +5.28% | +12.47% |
| 2015 | +8.09% | +1.18% |
| 2014 | +16.46% | +13.98% |
| 2013 | +23.73% | +22.99% |
| 2012 | +22.61% | +3.69% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for QQQX was -57.28%, occurring on Nov 20, 2008. Recovery took 474 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current QQQX drawdown is -5.65%. The current SPGM drawdown is -2.70%.
| Rank | QQQX | SPGM |
|---|---|---|
| #1 | -57.28% Oct 29, 2007 - Sep 16, 2009 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -35.78% Feb 19, 2020 - Jul 9, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -31.30% Jun 14, 2018 - Feb 18, 2020 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -29.32% Jan 3, 2022 - Jul 3, 2024 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -22.85% Jan 23, 2025 - Jul 25, 2025 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -19.92% Dec 22, 2009 - Dec 6, 2010 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -18.67% Dec 29, 2015 - Sep 6, 2016 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -18.20% Nov 28, 2014 - Nov 4, 2015 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -17.92% Jul 21, 2011 - Jan 25, 2012 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -15.85% Sep 2, 2020 - Jan 20, 2021 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -15.65% Jul 13, 2007 - Oct 12, 2007 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -15.57% Sep 21, 2012 - Jan 17, 2013 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -14.78% Jan 4, 2018 - Mar 9, 2018 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -12.74% Apr 5, 2012 - Jul 27, 2012 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -10.52% Jul 10, 2024 - Oct 14, 2024 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between QQQX and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
QQQX vs SPGM dividend yield comparison.
| Year | QQQX | SPGM |
|---|---|---|
| 2026 | 4.63% | 0.79% |
| 2025 | 7.85% | 1.89% |
| 2024 | 6.73% | 1.98% |
| 2023 | 7.26% | 2.09% |
| 2022 | 9.66% | 2.37% |
| 2021 | 5.85% | 1.94% |
| 2020 | 6.00% | 1.45% |
| 2019 | 6.49% | 3.49% |
| 2018 | 8.40% | 3.77% |
| 2017 | 5.95% | 4.57% |
| 2016 | 7.54% | 3.74% |
| 2015 | 7.23% | 7.40% |
| 2014 | 7.07% | 4.37% |
| 2013 | 6.79% | 3.49% |
| 2012 | 8.01% | 4.52% |
| 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% |
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