BCI vs SPXX

Comparison between abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceBCI has outperformed SPXX, delivering a return of +11.3% compared to +8.0%

BCI vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCI(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.26%	N/A
Max Drawdown	40.40%	59.96%
Sharpe Ratio	1.93	0.95
5Y Beta	0.16	0.80
5Y Dividends CAGR	84.75%	11.48%

Net Assets

BCI

$2.50B

SPXX

$2.50B

Expense Ratio

BCI

0.26%

SPXX

N/A

Max Drawdown

Winner

BCI

40.40%

SPXX

59.96%

Sharpe Ratio

Winner

BCI

1.93

SPXX

0.95

5Y Beta

Winner

BCI

0.16

SPXX

0.80

5Y Dividends CAGR

Winner

BCI

84.75%

SPXX

11.48%

BCI vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	BCI	SPXX
1 month	+5.25%	+7.16%
3 months	+17.30%	+0.27%
6 months	+30.55%	+6.60%
1 year	+40.51%	+15.10%
5 years(CAGR)	+11.35%	+8.02%
10 years(CAGR)	+7.57%	+10.12%
Max(CAGR)	+7.57%	+7.36%

BCI

+5.25%

Winner

SPXX

+7.16%

Winner

BCI

+17.30%

SPXX

+0.27%

Winner

BCI

+30.55%

SPXX

+6.60%

Winner

BCI

+40.51%

SPXX

+15.10%

5Y(CAGR)

Winner

BCI

+11.35%

SPXX

+8.02%

10Y(CAGR)

BCI

+7.57%

Winner

SPXX

+10.12%

Max(CAGR)

Winner

BCI

+7.57%

SPXX

+7.36%

BCI vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BCI	SPXX
2026	+27.20%	+0.77%
2025	+14.07%	+11.56%
2024	+6.12%	+28.64%
2023	-6.42%	+1.77%
2022	+14.85%	-7.14%
2021	+25.51%	+31.06%
2020	-2.79%	+0.75%
2019	+7.26%	+23.48%
2018	-11.66%	-14.40%
2017	+2.93%	+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%

BCI vs SPXX Drawdown Comparison

The maximum drawdown for BCI was -32.69%, occurring on Mar 18, 2020. Recovery took 735 trading sessions.

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

The current BCI drawdown is -2.51%. The current SPXX drawdown is -0.88%.

Rank	BCI	SPXX
#1	-32.69% May 23, 2018 - Apr 26, 2021	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-26.44% Jun 7, 2022 - Jan 23, 2026	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-11.67% Mar 8, 2022 - Apr 18, 2022	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-10.46% Oct 25, 2021 - Jan 27, 2022	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-8.26% Apr 18, 2022 - Jun 6, 2022	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-8.12% Apr 11, 2017 - Nov 2, 2017	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-7.61% Jan 29, 2026 - Mar 4, 2026	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-6.51% Jul 29, 2021 - Sep 13, 2021	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-5.69% Jan 26, 2018 - May 21, 2018	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-5.29% Jun 11, 2021 - Jul 2, 2021	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-5.09% Nov 6, 2017 - Dec 29, 2017	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-4.70% Mar 18, 2026 - Mar 30, 2026	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-4.41% Apr 6, 2026 - Apr 28, 2026	-7.94% Jan 26, 2018 - May 4, 2018
#14	-4.00% Sep 15, 2021 - Sep 27, 2021	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-3.62% May 11, 2021 - Jun 1, 2021	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between BCI and SPXX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2006 - 2026)

BCI vs SPXX dividend yield comparison.

Year	BCI	SPXX
2026	0.00%	1.90%
2025	16.49%	7.48%
2024	3.29%	6.87%
2023	3.93%	7.82%
2022	19.98%	7.30%
2021	19.43%	5.27%
2020	0.68%	6.56%
2019	1.47%	6.44%
2018	1.13%	7.98%
2017	5.02%	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%