FLCB vs SPXX

Comparison between FRANKLIN U.S. CORE BOND ETF (FLCB, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed FLCB, delivering a return of +6.9% compared to -0.1%

FLCB vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLCB(ETF)	SPXX(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.15%	N/A
Max Drawdown	25.03%	59.96%
Sharpe Ratio	0.30	0.68
5Y Beta	0.03	0.80
5Y Dividends CAGR	4.10%	11.48%

Net Assets

FLCB

$2.90B

SPXX

$2.90B

Expense Ratio

FLCB

0.15%

SPXX

N/A

Max Drawdown

Winner

FLCB

25.03%

SPXX

59.96%

Sharpe Ratio

FLCB

0.30

Winner

SPXX

0.68

5Y Beta

Winner

FLCB

0.03

SPXX

0.80

5Y Dividends CAGR

FLCB

4.10%

Winner

SPXX

11.48%

FLCB vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	FLCB	SPXX
1 month	+0.40%	+1.51%
3 months	+0.50%	+8.07%
6 months	+0.90%	+5.89%
1 year	+4.49%	+11.48%
5 years(CAGR)	-0.06%	+6.89%
10 years(CAGR)	N/A	+10.13%
Max(CAGR)	+0.92%	+7.44%

FLCB

+0.40%

Winner

SPXX

+1.51%

FLCB

+0.50%

Winner

SPXX

+8.07%

FLCB

+0.90%

Winner

SPXX

+5.89%

FLCB

+4.49%

Winner

SPXX

+11.48%

5Y(CAGR)

FLCB

-0.06%

Winner

SPXX

+6.89%

10Y(CAGR)

FLCB

N/A

SPXX

+10.13%

Max(CAGR)

FLCB

+0.92%

Winner

SPXX

+7.44%

FLCB vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FLCB	SPXX
2026	+0.55%	+3.04%
2025	+7.05%	+11.56%
2024	+1.91%	+28.64%
2023	+5.25%	+1.77%
2022	-13.04%	-7.14%
2021	-1.71%	+31.06%
2020	+7.47%	+0.75%
2019	+0.74%	+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%

FLCB vs SPXX Drawdown Comparison

The maximum drawdown for FLCB was -18.82%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current FLCB drawdown is -2.14%. The current SPXX drawdown is -1.41%.

Rank	FLCB	SPXX
#1	-18.82% Aug 4, 2020 - Oct 24, 2022	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-7.13% Mar 9, 2020 - May 29, 2020	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-1.47% Oct 4, 2019 - Jan 14, 2020	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-0.73% May 29, 2020 - Jun 10, 2020	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-0.59% Jun 29, 2020 - Jul 7, 2020	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-0.53% Jun 19, 2020 - Jun 26, 2020	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-0.45% Jan 31, 2020 - Feb 18, 2020	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-0.44% Sep 24, 2019 - Oct 2, 2019	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-0.38% Jun 16, 2020 - Jun 19, 2020	-11.85% Jan 12, 2026 - May 13, 2026
#10	-0.31% Jun 11, 2020 - Jun 16, 2020	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-0.28% Feb 25, 2020 - Feb 28, 2020	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-0.21% Jul 8, 2020 - Jul 14, 2020	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-0.15% Jul 30, 2020 - Aug 4, 2020	-7.94% Jan 26, 2018 - May 4, 2018
#14	-0.14% Jul 23, 2020 - Jul 28, 2020	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-0.12% Jan 15, 2020 - Jan 21, 2020	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between FLCB and SPXX is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2006 - 2026)

FLCB vs SPXX dividend yield comparison.

Year	FLCB	SPXX
2026	1.80%	1.85%
2025	4.19%	7.48%
2024	4.10%	6.87%
2023	3.40%	7.82%
2022	2.73%	7.30%
2021	2.28%	5.27%
2020	3.24%	6.56%
2019	0.72%	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%