FLIN vs SPXX

Comparison between FRANKLIN FTSE INDIA ETF (FLIN, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed FLIN, delivering a return of +8.0% compared to +5.8%

FLIN vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLIN(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.19%	N/A
Max Drawdown	42.94%	59.96%
Sharpe Ratio	-0.54	0.95
5Y Beta	0.45	0.80
5Y Dividends CAGR	20.81%	11.48%

Net Assets

FLIN

$2.50B

SPXX

$2.50B

Expense Ratio

FLIN

0.19%

SPXX

N/A

Max Drawdown

Winner

FLIN

42.94%

SPXX

59.96%

Sharpe Ratio

FLIN

-0.54

Winner

SPXX

0.95

5Y Beta

Winner

FLIN

0.45

SPXX

0.80

5Y Dividends CAGR

Winner

FLIN

20.81%

SPXX

11.48%

FLIN vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	FLIN	SPXX
1 month	+1.45%	+7.16%
3 months	-6.55%	+0.27%
6 months	-6.96%	+6.60%
1 year	-2.63%	+15.10%
5 years(CAGR)	+5.85%	+8.02%
10 years(CAGR)	+6.04%	+10.12%
Max(CAGR)	+6.04%	+7.36%

FLIN

+1.45%

Winner

SPXX

+7.16%

FLIN

-6.55%

Winner

SPXX

+0.27%

FLIN

-6.96%

Winner

SPXX

+6.60%

FLIN

-2.63%

Winner

SPXX

+15.10%

5Y(CAGR)

FLIN

+5.85%

Winner

SPXX

+8.02%

10Y(CAGR)

FLIN

+6.04%

Winner

SPXX

+10.12%

Max(CAGR)

FLIN

+6.04%

Winner

SPXX

+7.36%

FLIN vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FLIN	SPXX
2026	-8.54%	+0.77%
2025	+1.06%	+11.56%
2024	+10.43%	+28.64%
2023	+20.05%	+1.77%
2022	-9.27%	-7.14%
2021	+23.63%	+31.06%
2020	+13.01%	+0.75%
2019	+5.71%	+23.48%
2018	-6.72%	-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%

FLIN vs SPXX Drawdown Comparison

The maximum drawdown for FLIN was -41.90%, occurring on Mar 23, 2020. Recovery took 693 trading sessions.

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

The current FLIN drawdown is -14.91%. The current SPXX drawdown is -0.88%.

Rank	FLIN	SPXX
#1	-41.90% Feb 15, 2018 - Nov 16, 2020	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-22.85% Sep 23, 2024 - Mar 30, 2026	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-19.62% Jan 12, 2022 - Dec 4, 2023	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-9.35% Oct 18, 2021 - Jan 12, 2022	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-8.79% Mar 11, 2021 - May 24, 2021	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-7.10% Jan 20, 2021 - Feb 8, 2021	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-6.21% Jun 3, 2024 - Jun 14, 2024	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-4.73% Jul 31, 2024 - Aug 30, 2024	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-4.46% Feb 17, 2021 - Mar 3, 2021	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-4.09% Mar 8, 2024 - Apr 5, 2024	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-3.57% Dec 18, 2020 - Dec 28, 2020	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-3.43% Jun 14, 2021 - Aug 3, 2021	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-3.29% May 2, 2024 - May 20, 2024	-7.94% Jan 26, 2018 - May 4, 2018
#14	-3.11% Dec 19, 2023 - Dec 27, 2023	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-3.02% Apr 8, 2024 - May 2, 2024	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between FLIN and SPXX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

FLIN vs SPXX dividend yield comparison.

Year	FLIN	SPXX
2026	0.00%	1.90%
2025	0.56%	7.48%
2024	1.58%	6.87%
2023	0.73%	7.82%
2022	0.73%	7.30%
2021	2.26%	5.27%
2020	0.68%	6.56%
2019	0.90%	6.44%
2018	0.92%	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%