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BXMX vs VIOV

Comparison between NUVEEN S&P BUY-WRITE INCOME FUND (BXMX, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).

5-Year PerformanceBXMX has outperformed VIOV, delivering a return of +7.4% compared to +5.9%

BXMX vs VIOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BXMX
$1.70B
VIOV
$1.70B
Expense Ratio
BXMX
N/A
VIOV
0.10%
Max Drawdown
BXMX
61.71%
Winner
VIOV
48.88%
Sharpe Ratio
BXMX
0.35
Winner
VIOV
1.77
5Y Beta
Winner
BXMX
0.77
VIOV
0.99
P/E Ratio
BXMX
N/A
VIOV
82.03
Forward P/E
BXMX
N/A
VIOV
12.89
5Y Dividends CAGR
BXMX
9.64%
Winner
VIOV
19.62%
5Y EPS CAGR
BXMX
N/A
VIOV
5.91%
Debt to Equity
BXMX
N/A
VIOV
53.72%
P/S Ratio
BXMX
N/A
VIOV
0.85
P/B Ratio
BXMX
N/A
VIOV
1.50

BXMX vs VIOV - Historical Returns

Returns include dividend reinvestment.

1M
BXMX
-7.53%
Winner
VIOV
+6.09%
3M
BXMX
-6.25%
Winner
VIOV
+3.11%
6M
BXMX
-3.10%
Winner
VIOV
+18.37%
1Y
BXMX
+8.56%
Winner
VIOV
+39.49%
5Y(CAGR)
Winner
BXMX
+7.42%
VIOV
+5.93%
10Y(CAGR)
BXMX
+8.28%
Winner
VIOV
+10.43%
Max(CAGR)
BXMX
+6.57%
Winner
VIOV
+11.77%

BXMX vs VIOV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearBXMXVIOV
2026-7.97%+13.61%
2025+15.70%+7.23%
2024+17.34%+7.72%
2023+8.80%+15.11%
2022-8.53%-12.67%
2021+23.72%+32.30%
2020+1.67%+2.90%
2019+20.79%+23.35%
2018-9.14%-13.65%
2017+19.44%+10.58%
2016+3.88%+33.52%
2015+18.06%-5.30%
2014+5.63%+8.67%
2013+13.02%+36.44%
2012+14.76%+15.46%
2011-4.56%-3.29%
2010+7.22%+24.60%
2009+29.83%N/A
2008-26.44%N/A
2007-6.37%N/A
2006+18.58%N/A
2005-5.71%N/A
2004+1.66%N/A

BXMX vs VIOV Drawdown Comparison

The maximum drawdown for BXMX was -49.45%, occurring on Mar 9, 2009. Recovery took 914 trading sessions.

The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.

The current BXMX drawdown is -9.75%. The current VIOV drawdown is -0.25%.

RankBXMXVIOV
#1-49.45%
Feb 12, 2007 - Sep 28, 2010
-47.36%
Aug 22, 2018 - Jan 6, 2021
#2-38.56%
Dec 27, 2019 - Dec 30, 2020
-28.44%
Nov 25, 2024 - Dec 10, 2025
#3-22.42%
Oct 1, 2018 - Nov 4, 2019
-25.80%
Jul 7, 2011 - Feb 1, 2012
#4-18.14%
Jul 7, 2011 - Feb 23, 2012
-24.20%
Nov 5, 2021 - Jul 16, 2024
#5-17.92%
Dec 30, 2021 - Jul 5, 2023
-20.52%
Jun 23, 2015 - Jul 11, 2016
#6-16.99%
Sep 13, 2005 - Sep 1, 2006
-13.85%
Mar 27, 2012 - Sep 7, 2012
#7-16.88%
Dec 29, 2015 - Jun 9, 2016
-12.69%
Jun 8, 2021 - Nov 5, 2021
#8-16.33%
Feb 13, 2025 - Jun 27, 2025
-11.15%
Jul 3, 2014 - Dec 22, 2014
#9-12.20%
Jul 5, 2023 - Feb 14, 2024
-10.18%
Mar 12, 2021 - Jun 1, 2021
#10-10.57%
Oct 1, 2012 - Jan 17, 2013
-9.67%
Apr 7, 2011 - Jul 7, 2011
#11-9.75%
Feb 9, 2026 - Mar 27, 2026
-9.57%
Sep 14, 2012 - Jan 2, 2013
#12-9.64%
Jul 22, 2015 - Nov 18, 2015
-9.33%
Feb 6, 2026 - Apr 17, 2026
#13-9.15%
Jan 26, 2018 - May 11, 2018
-9.10%
Jul 31, 2024 - Sep 19, 2024
#14-8.85%
Sep 16, 2014 - Dec 4, 2014
-8.69%
Jan 22, 2018 - May 11, 2018
#15-8.83%
Jul 5, 2024 - Sep 17, 2024
-7.15%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between BXMX and VIOV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2004 - 2026)

BXMX vs VIOV dividend yield comparison.

YearBXMXVIOV
20262.06%0.37%
20257.41%1.69%
20247.02%1.78%
20237.37%2.18%
20227.48%1.81%
20215.87%1.59%
20206.81%1.42%
20196.76%1.60%
20188.12%1.76%
20176.41%1.43%
20167.33%1.17%
20157.42%1.32%
20148.22%1.27%
20138.64%0.91%
20129.16%1.31%
201110.39%1.09%
20109.76%1.20%
20099.92%0.00%
200814.25%0.00%
200710.38%0.00%
20068.87%0.00%
20059.80%0.00%
20040.70%0.00%

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