BXMX vs IYE
Comparison between NUVEEN S&P BUY-WRITE INCOME FUND (BXMX, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed BXMX, delivering a return of +19.1% compared to +7.4%
BXMX vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BXMX vs IYE - Historical Returns
Returns include dividend reinvestment.
BXMX vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | BXMX | IYE |
|---|---|---|
| 2026 | -7.97% | +22.32% |
| 2025 | +15.70% | +6.06% |
| 2024 | +17.34% | +5.01% |
| 2023 | +8.80% | +1.78% |
| 2022 | -8.53% | +55.61% |
| 2021 | +23.72% | +53.06% |
| 2020 | +1.67% | -34.05% |
| 2019 | +20.79% | +7.69% |
| 2018 | -9.14% | -20.69% |
| 2017 | +19.44% | -3.06% |
| 2016 | +3.88% | +25.79% |
| 2015 | +18.06% | -22.56% |
| 2014 | +5.63% | -8.39% |
| 2013 | +13.02% | +22.67% |
| 2012 | +14.76% | +1.63% |
| 2011 | -4.56% | +2.91% |
| 2010 | +7.22% | +15.56% |
| 2009 | +29.83% | +13.70% |
| 2008 | -26.44% | -37.78% |
| 2007 | -6.37% | +41.04% |
| 2006 | +18.58% | +15.31% |
| 2005 | -5.71% | +39.26% |
| 2004 | +1.66% | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
BXMX vs IYE Drawdown Comparison
The maximum drawdown for BXMX was -49.45%, occurring on Mar 9, 2009. Recovery took 914 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current BXMX drawdown is -9.75%. The current IYE drawdown is -10.74%.
| Rank | BXMX | IYE |
|---|---|---|
| #1 | -49.45% Feb 12, 2007 - Sep 28, 2010 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -38.56% Dec 27, 2019 - Dec 30, 2020 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -22.42% Oct 1, 2018 - Nov 4, 2019 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -18.14% Jul 7, 2011 - Feb 23, 2012 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -17.92% Dec 30, 2021 - Jul 5, 2023 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -16.99% Sep 13, 2005 - Sep 1, 2006 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -16.88% Dec 29, 2015 - Jun 9, 2016 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -16.33% Feb 13, 2025 - Jun 27, 2025 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -12.20% Jul 5, 2023 - Feb 14, 2024 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -10.57% Oct 1, 2012 - Jan 17, 2013 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -9.75% Feb 9, 2026 - Mar 27, 2026 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -9.64% Jul 22, 2015 - Nov 18, 2015 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -9.15% Jan 26, 2018 - May 11, 2018 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -8.85% Sep 16, 2014 - Dec 4, 2014 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -8.83% Jul 5, 2024 - Sep 17, 2024 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between BXMX and IYE is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
BXMX vs IYE dividend yield comparison.
| Year | BXMX | IYE |
|---|---|---|
| 2026 | 2.06% | 0.52% |
| 2025 | 7.41% | 2.85% |
| 2024 | 7.02% | 2.75% |
| 2023 | 7.37% | 2.99% |
| 2022 | 7.48% | 3.37% |
| 2021 | 5.87% | 2.98% |
| 2020 | 6.81% | 4.75% |
| 2019 | 6.76% | 6.60% |
| 2018 | 8.12% | 3.16% |
| 2017 | 6.41% | 2.66% |
| 2016 | 7.33% | 2.11% |
| 2015 | 7.42% | 3.39% |
| 2014 | 8.22% | 2.05% |
| 2013 | 8.64% | 1.54% |
| 2012 | 9.16% | 1.67% |
| 2011 | 10.39% | 1.40% |
| 2010 | 9.76% | 1.28% |
| 2009 | 9.92% | 1.47% |
| 2008 | 14.25% | 1.54% |
| 2007 | 10.38% | 0.82% |
| 2006 | 8.87% | 1.05% |
| 2005 | 9.80% | 0.93% |
| 2004 | 0.70% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks