FRDM vs SPXX

Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceFRDM has outperformed SPXX, delivering a return of +17.7% compared to +8.0%

FRDM vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FRDM(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.49%	N/A
Max Drawdown	40.49%	59.96%
Sharpe Ratio	2.79	0.95
5Y Beta	0.95	0.80
5Y Dividends CAGR	25.82%	11.48%

Net Assets

FRDM

$2.50B

SPXX

$2.50B

Expense Ratio

FRDM

0.49%

SPXX

N/A

Max Drawdown

Winner

FRDM

40.49%

SPXX

59.96%

Sharpe Ratio

Winner

FRDM

2.79

SPXX

0.95

5Y Beta

FRDM

0.95

Winner

SPXX

0.80

5Y Dividends CAGR

Winner

FRDM

25.82%

SPXX

11.48%

FRDM vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	FRDM	SPXX
1 month	+15.77%	+7.16%
3 months	+15.20%	+0.27%
6 months	+46.95%	+6.60%
1 year	+90.05%	+15.10%
5 years(CAGR)	+17.74%	+8.02%
10 years(CAGR)	N/A	+10.12%
Max(CAGR)	+18.40%	+7.36%

Winner

FRDM

+15.77%

SPXX

+7.16%

Winner

FRDM

+15.20%

SPXX

+0.27%

Winner

FRDM

+46.95%

SPXX

+6.60%

Winner

FRDM

+90.05%

SPXX

+15.10%

5Y(CAGR)

Winner

FRDM

+17.74%

SPXX

+8.02%

10Y(CAGR)

FRDM

N/A

SPXX

+10.12%

Max(CAGR)

Winner

FRDM

+18.40%

SPXX

+7.36%

FRDM vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FRDM	SPXX
2026	+31.47%	+0.77%
2025	+60.85%	+11.56%
2024	+3.76%	+28.64%
2023	+24.18%	+1.77%
2022	-15.18%	-7.14%
2021	+4.26%	+31.06%
2020	+15.00%	+0.75%
2019	+12.33%	+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%

FRDM vs SPXX Drawdown Comparison

The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

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

The current SPXX drawdown is -0.88%.

Rank	FRDM	SPXX
#1	-40.49% Jan 13, 2020 - Nov 11, 2020	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-29.25% Jan 12, 2022 - Dec 27, 2023	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-16.86% Feb 25, 2026 - Apr 17, 2026	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-15.43% Sep 26, 2024 - May 2, 2025	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-13.73% Jul 12, 2024 - Sep 26, 2024	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-10.39% Jul 1, 2019 - Nov 4, 2019	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-9.14% Dec 27, 2023 - Mar 7, 2024	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-8.54% Sep 3, 2021 - Jan 12, 2022	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-7.16% Apr 9, 2024 - May 9, 2024	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-6.75% Feb 16, 2021 - Jun 2, 2021	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-6.39% Nov 7, 2019 - Dec 16, 2019	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-6.26% Nov 3, 2025 - Dec 9, 2025	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-5.80% Jan 21, 2021 - Feb 11, 2021	-7.94% Jan 26, 2018 - May 4, 2018
#14	-5.61% Jun 2, 2021 - Sep 1, 2021	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-4.04% May 28, 2024 - Jul 3, 2024	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between FRDM and SPXX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2006 - 2026)

FRDM vs SPXX dividend yield comparison.

Year	FRDM	SPXX
2026	0.33%	1.90%
2025	2.26%	7.48%
2024	2.53%	6.87%
2023	2.66%	7.82%
2022	2.72%	7.30%
2021	2.17%	5.27%
2020	1.11%	6.56%
2019	1.07%	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%