QXQ
-1.30 · -4.42%
$28.05 · NASDAQ

SGI Enhanced Nasdaq-100 ETF (QXQ) ETF Analysis | Derivative Income

Summit Global Investments · USA
AUM:$71.0M
#– of – in Derivative Income ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.3% over the past year, showing positive momentum.

What is QXQ?

Under normal market circumstances, seeks to achieve its objective by (1) investing at least 80% of its net assets in equity investments of companies that, at the time of investment, are included in the Nasdaq-100® Index and/or options, or futures, ETFs or options on ETFs that seek to replicate the returns of the index, and (2) investing in options strategies that seek to generate current income.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
QXQ delivered 19.3% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 12.5% of the ETF — exposure spread across many positions.
Income Component
Current yield of 1.36% — modest income alongside capital growth potential.
ETF Information
AUM$71.0M
Expense Ratio0.00%
Dividend Yield1.36%
Holdings1
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProviderSummit Global Investments
Beta–
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

How would QXQ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.8%
1Y
+25.7%
3Y
+52.8%
5Y
+52.8%
OpenBook InsightIf you had invested £10,000 in QXQ 5 years ago, it would have grown to £15,280 — a gain of £5,280.

Annual Returns

Calendar year performance

QXQ delivered positive returns in 3 of the last 3 calendar years.
YearQXQ
2026 YTD+16.7%
2025+20.0%
2024+9.6%
CAGR 2yr+14.7%
3/3 positive yearsAvg return: +15.4%Worst year: +9.6% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
21.2%
Moderate
Momentum
+3.3%
30-day change
Support Level
31.06
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.