AVSC vs SPXX

Comparison between AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

AVSC vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSC(ETF)	SPXX(ETF)
Net Assets	$2.70B	$2.70B
Expense Ratio	0.25%	N/A
Max Drawdown	28.84%	59.96%
Sharpe Ratio	1.79	0.97
5Y Beta	1.03	0.80
P/E Ratio	59.56	N/A
Forward P/E	13.73	N/A
5Y Dividends CAGR	N/A	11.48%
5Y EPS CAGR	9.50%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	1.77	N/A

Net Assets

AVSC

$2.70B

SPXX

$2.70B

Expense Ratio

AVSC

0.25%

SPXX

N/A

Max Drawdown

Winner

AVSC

28.84%

SPXX

59.96%

Sharpe Ratio

Winner

AVSC

1.79

SPXX

0.97

5Y Beta

AVSC

1.03

Winner

SPXX

0.80

P/E Ratio

AVSC

59.56

SPXX

N/A

Forward P/E

AVSC

13.73

SPXX

N/A

5Y Dividends CAGR

AVSC

N/A

SPXX

11.48%

5Y EPS CAGR

AVSC

9.50%

SPXX

N/A

P/S Ratio

AVSC

1.12

SPXX

N/A

P/B Ratio

AVSC

1.77

SPXX

N/A

AVSC vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	AVSC	SPXX
1 month	+4.16%	+5.04%
3 months	+4.55%	+1.79%
6 months	+19.03%	+5.86%
1 year	+36.84%	+13.83%
5 years(CAGR)	+8.89%	+8.71%
10 years(CAGR)	N/A	+10.14%
Max(CAGR)	+8.89%	+7.40%

AVSC

+4.16%

Winner

SPXX

+5.04%

Winner

AVSC

+4.55%

SPXX

+1.79%

Winner

AVSC

+19.03%

SPXX

+5.86%

Winner

AVSC

+36.84%

SPXX

+13.83%

5Y(CAGR)

Winner

AVSC

+8.89%

SPXX

+8.71%

10Y(CAGR)

AVSC

N/A

SPXX

+10.14%

Max(CAGR)

Winner

AVSC

+8.89%

SPXX

+7.40%

AVSC vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	AVSC	SPXX
2026	+15.53%	+1.56%
2025	+9.78%	+11.56%
2024	+8.20%	+28.64%
2023	+20.32%	+1.77%
2022	-11.71%	-7.14%
2021	N/A	+31.06%
2020	N/A	+0.75%
2019	N/A	+23.48%
2018	N/A	-14.40%
2017	N/A	+28.09%
2016	N/A	+14.57%
2015	N/A	+2.35%
2014	N/A	+9.85%
2013	N/A	+15.93%
2012	N/A	+15.76%
2011	N/A	-5.57%
2010	N/A	+13.97%
2009	N/A	+28.61%
2008	N/A	-29.58%
2007	N/A	-4.08%
2006	N/A	+22.10%
2005	N/A	-13.75%

AVSC vs SPXX Drawdown Comparison

The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current AVSC drawdown is -1.25%. The current SPXX drawdown is -0.10%.

Rank	AVSC	SPXX
#1	-28.40% Nov 25, 2024 - Oct 24, 2025	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-20.42% Jan 14, 2022 - Jul 31, 2023	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-15.92% Jul 31, 2023 - Dec 13, 2023	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-10.69% Jul 26, 2024 - Nov 6, 2024	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-8.54% Mar 28, 2024 - Jul 12, 2024	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-8.09% Dec 27, 2023 - Mar 27, 2024	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-7.89% Feb 9, 2026 - Apr 9, 2026	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-7.73% Oct 24, 2025 - Dec 3, 2025	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-4.71% Nov 11, 2024 - Nov 25, 2024	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-3.45% Dec 11, 2025 - Jan 6, 2026	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-2.78% Jan 22, 2026 - Feb 6, 2026	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-2.64% Jul 16, 2024 - Jul 23, 2024	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-1.98% Jul 23, 2024 - Jul 26, 2024	-7.94% Jan 26, 2018 - May 4, 2018
#14	-1.91% Jan 15, 2026 - Jan 21, 2026	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-1.83% Dec 19, 2023 - Dec 22, 2023	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between AVSC and SPXX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

AVSC vs SPXX dividend yield comparison.

Year	AVSC	SPXX
2026	0.13%	1.88%
2025	1.16%	7.48%
2024	1.17%	6.87%
2023	1.42%	7.82%
2022	1.10%	7.30%
2021	0.00%	5.27%
2020	0.00%	6.56%
2019	0.00%	6.44%
2018	0.00%	7.98%
2017	0.00%	5.69%
2016	0.00%	5.14%
2015	0.00%	7.75%
2014	0.00%	7.30%
2013	0.00%	7.93%
2012	0.00%	8.66%
2011	0.00%	9.28%
2010	0.00%	8.09%
2009	0.00%	8.56%
2008	0.00%	13.80%
2007	0.00%	9.46%
2006	0.00%	8.36%