QQQX vs ZROZ

Comparison between Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).

5-Year PerformanceQQQX has outperformed ZROZ, delivering a return of +9.9% compared to -11.4%

QQQX vs ZROZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QQQX(ETF)	ZROZ(ETF)
Net Assets	$1.40B	$1.40B
Expense Ratio	N/A	0.15%
Max Drawdown	63.42%	67.48%
Sharpe Ratio	2.05	-0.21
5Y Beta	0.99	0.11
5Y Dividends CAGR	12.02%	3.66%

Net Assets

QQQX

$1.40B

ZROZ

$1.40B

Expense Ratio

QQQX

N/A

ZROZ

0.15%

Max Drawdown

Winner

QQQX

63.42%

ZROZ

67.48%

Sharpe Ratio

Winner

QQQX

2.05

ZROZ

-0.21

5Y Beta

QQQX

0.99

Winner

ZROZ

0.11

5Y Dividends CAGR

Winner

QQQX

12.02%

ZROZ

3.66%

QQQX vs ZROZ - Historical Returns

Returns include dividend reinvestment.

Period	QQQX	ZROZ
1 month	+8.54%	-1.33%
3 months	+12.82%	-0.95%
6 months	+16.57%	-4.75%
1 year	+37.74%	+0.27%
5 years(CAGR)	+9.87%	-11.36%
10 years(CAGR)	+13.63%	-3.79%
Max(CAGR)	+11.09%	+2.14%

Winner

QQQX

+8.54%

ZROZ

-1.33%

Winner

QQQX

+12.82%

ZROZ

-0.95%

Winner

QQQX

+16.57%

ZROZ

-4.75%

Winner

QQQX

+37.74%

ZROZ

+0.27%

5Y(CAGR)

Winner

QQQX

+9.87%

ZROZ

-11.36%

10Y(CAGR)

Winner

QQQX

+13.63%

ZROZ

-3.79%

Max(CAGR)

Winner

QQQX

+11.09%

ZROZ

+2.14%

QQQX vs ZROZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	QQQX	ZROZ
2026	+10.52%	-0.16%
2025	+15.56%	-1.87%
2024	+27.43%	-15.03%
2023	+18.44%	-1.52%
2022	-27.80%	-39.26%
2021	+27.24%	-4.79%
2020	+15.68%	+22.56%
2019	+27.43%	+20.05%
2018	-12.60%	-3.51%
2017	+38.65%	+13.87%
2016	+5.28%	-0.31%
2015	+8.09%	-7.39%
2014	+16.46%	+48.29%
2013	+23.73%	-19.11%
2012	+22.61%	+3.51%
2011	-0.81%	+61.75%
2010	+9.01%	+9.96%
2009	+66.97%	-6.29%
2008	-41.65%	N/A
2007	-0.93%	N/A

QQQX vs ZROZ Drawdown Comparison

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

The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current ZROZ drawdown is -59.76%.

Rank	QQQX	ZROZ
#1	-57.28% Oct 29, 2007 - Sep 16, 2009	-62.94% Mar 9, 2020 - Oct 19, 2023
#2	-35.78% Feb 19, 2020 - Jul 9, 2020	-32.29% Jul 25, 2012 - Dec 11, 2014
#3	-31.30% Jun 14, 2018 - Feb 18, 2020	-28.88% Aug 26, 2010 - Aug 10, 2011
#4	-29.32% Jan 3, 2022 - Jul 3, 2024	-25.82% Jan 30, 2015 - Jun 27, 2016
#5	-22.85% Jan 23, 2025 - Jul 25, 2025	-25.21% Jul 8, 2016 - Aug 2, 2019
#6	-19.92% Dec 22, 2009 - Dec 6, 2010	-18.35% Oct 3, 2011 - Dec 19, 2011
#7	-18.67% Dec 29, 2015 - Sep 6, 2016	-17.49% Dec 19, 2011 - May 17, 2012
#8	-18.20% Nov 28, 2014 - Nov 4, 2015	-15.67% Nov 27, 2009 - May 6, 2010
#9	-17.92% Jul 21, 2011 - Jan 25, 2012	-12.23% Aug 28, 2019 - Feb 20, 2020
#10	-15.85% Sep 2, 2020 - Jan 20, 2021	-9.10% Aug 10, 2011 - Aug 18, 2011
#11	-15.65% Jul 13, 2007 - Oct 12, 2007	-8.29% May 6, 2010 - May 20, 2010
#12	-15.57% Sep 21, 2012 - Jan 17, 2013	-7.85% Sep 22, 2011 - Oct 3, 2011
#13	-14.78% Jan 4, 2018 - Mar 9, 2018	-7.18% Aug 19, 2011 - Sep 2, 2011
#14	-12.74% Apr 5, 2012 - Jul 27, 2012	-7.09% Jun 1, 2012 - Jul 20, 2012
#15	-10.52% Jul 10, 2024 - Oct 14, 2024	-6.88% Jul 1, 2010 - Aug 16, 2010

Correlation

Correlation between QQQX and ZROZ is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2007 - 2026)

QQQX vs ZROZ dividend yield comparison.

Year	QQQX	ZROZ
2026	2.00%	1.30%
2025	7.85%	4.96%
2024	6.73%	4.58%
2023	7.26%	3.52%
2022	9.66%	2.76%
2021	5.85%	1.60%
2020	6.00%	1.68%
2019	6.49%	2.22%
2018	8.40%	2.06%
2017	5.95%	2.53%
2016	7.54%	3.00%
2015	7.23%	2.98%
2014	7.07%	2.60%
2013	6.79%	4.28%
2012	8.01%	3.16%
2011	9.49%	2.99%
2010	8.96%	4.55%
2009	12.84%	0.74%
2008	19.91%	0.00%
2007	9.28%	0.00%