BDYN vs SPXX
Comparison between iShares Dynamic Equity Active ETF (BDYN, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).
BDYN vs SPXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDYN
$2.50B
SPXX
$2.50B
Expense Ratio
BDYN
0.40%
SPXX
N/A
Max Drawdown
Winner
BDYN
10.85%
SPXX
59.96%
Sharpe Ratio
BDYN
0.83
Winner
SPXX
0.95
5Y Beta
BDYN
1.07
Winner
SPXX
0.80
P/E Ratio
BDYN
29.87
SPXX
N/A
Forward P/E
BDYN
21.39
SPXX
N/A
PEG Ratio
BDYN
0.43
SPXX
N/A
5Y Dividends CAGR
BDYN
N/A
SPXX
11.48%
P/S Ratio
BDYN
0.55
SPXX
N/A
P/B Ratio
BDYN
6.34
SPXX
N/A
BDYN vs SPXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDYN
+7.25%
SPXX
+7.16%
3M
Winner
BDYN
+2.54%
SPXX
+0.27%
6M
Winner
BDYN
+8.81%
SPXX
+6.60%
1Y
BDYN
N/A
SPXX
+15.10%
5Y(CAGR)
BDYN
N/A
SPXX
+8.02%
10Y(CAGR)
BDYN
N/A
SPXX
+10.12%
Max(CAGR)
Winner
BDYN
+15.79%
SPXX
+7.36%
BDYN vs SPXX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BDYN | SPXX |
|---|---|---|
| 2026 | +5.55% | +0.77% |
| 2025 | +3.68% | +11.56% |
| 2024 | N/A | +28.64% |
| 2023 | N/A | +1.77% |
| 2022 | N/A | -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% |
BDYN vs SPXX Drawdown Comparison
The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The current BDYN drawdown is -0.19%. The current SPXX drawdown is -0.88%.
| Rank | BDYN | SPXX |
|---|---|---|
| #1 | -10.85% Feb 9, 2026 - May 1, 2026 | -52.38% Apr 12, 2007 - Dec 9, 2010 |
| #2 | -5.18% Oct 28, 2025 - Dec 10, 2025 | -43.80% Jun 7, 2018 - Mar 1, 2021 |
| #3 | -3.33% Jan 28, 2026 - Feb 9, 2026 | -18.59% Dec 14, 2010 - Feb 13, 2012 |
| #4 | -2.98% Jan 12, 2026 - Jan 27, 2026 | -18.06% Jan 12, 2022 - Dec 1, 2022 |
| #5 | -2.87% Oct 8, 2025 - Oct 20, 2025 | -17.95% Dec 1, 2022 - Jun 6, 2024 |
| #6 | -2.33% Dec 11, 2025 - Dec 22, 2025 | -17.67% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -1.52% Sep 22, 2025 - Oct 1, 2025 | -14.69% Nov 30, 2005 - Aug 31, 2006 |
| #8 | -1.38% Dec 24, 2025 - Jan 5, 2026 | -14.67% Nov 24, 2015 - Apr 12, 2016 |
| #9 | -1.02% Oct 20, 2025 - Oct 24, 2025 | -11.85% Jan 12, 2026 - Mar 30, 2026 |
| #10 | -0.82% May 6, 2026 - May 7, 2026 | -11.20% Oct 1, 2012 - Jan 11, 2013 |
| #11 | -0.64% Oct 6, 2025 - Oct 8, 2025 | -9.73% Jun 15, 2021 - Dec 30, 2021 |
| #12 | -0.62% May 1, 2026 - May 5, 2026 | -9.68% Jul 16, 2015 - Nov 3, 2015 |
| #13 | -0.39% Jan 6, 2026 - Jan 9, 2026 | -7.94% Jan 26, 2018 - May 4, 2018 |
| #14 | -0.30% Sep 16, 2025 - Sep 19, 2025 | -7.77% Apr 2, 2012 - Jul 27, 2012 |
| #15 | -0.02% Oct 1, 2025 - Oct 3, 2025 | -7.69% Jul 16, 2024 - Aug 26, 2024 |
Correlation
Correlation between BDYN and SPXX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2006 - 2026)
BDYN vs SPXX dividend yield comparison.
| Year | BDYN | SPXX |
|---|---|---|
| 2026 | 0.00% | 1.90% |
| 2025 | 2.18% | 7.48% |
| 2024 | 0.00% | 6.87% |
| 2023 | 0.00% | 7.82% |
| 2022 | 0.00% | 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% |
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