FWD vs SPXX

Comparison between AB DISRUPTORS ETF (FWD, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

FWD vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FWD(ETF)	SPXX(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.65%	N/A
Max Drawdown	29.02%	59.96%
Sharpe Ratio	1.97	0.68
5Y Beta	1.48	0.80
P/E Ratio	57.22	N/A
Forward P/E	26.26	N/A
PEG Ratio	0.66	N/A
5Y Dividends CAGR	N/A	11.48%
5Y EPS CAGR	17.90%	N/A
Debt to Equity	43.99%	N/A
P/S Ratio	6.50	N/A
P/B Ratio	9.60	N/A

Net Assets

FWD

$2.90B

SPXX

$2.90B

Expense Ratio

FWD

0.65%

SPXX

N/A

Max Drawdown

Winner

FWD

29.02%

SPXX

59.96%

Sharpe Ratio

Winner

FWD

1.97

SPXX

0.68

5Y Beta

FWD

1.48

Winner

SPXX

0.80

P/E Ratio

FWD

57.22

SPXX

N/A

Forward P/E

FWD

26.26

SPXX

N/A

PEG Ratio

FWD

0.66

SPXX

N/A

5Y Dividends CAGR

FWD

N/A

SPXX

11.48%

5Y EPS CAGR

FWD

17.90%

SPXX

N/A

Debt to Equity

FWD

43.99%

SPXX

N/A

P/S Ratio

FWD

6.50

SPXX

N/A

P/B Ratio

FWD

9.60

SPXX

N/A

FWD vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	FWD	SPXX
1 month	+4.75%	+1.51%
3 months	+27.31%	+8.07%
6 months	+34.78%	+5.89%
1 year	+66.52%	+11.48%
5 years(CAGR)	N/A	+6.89%
10 years(CAGR)	N/A	+10.13%
Max(CAGR)	+38.85%	+7.44%

Winner

FWD

+4.75%

SPXX

+1.51%

Winner

FWD

+27.31%

SPXX

+8.07%

Winner

FWD

+34.78%

SPXX

+5.89%

Winner

FWD

+66.52%

SPXX

+11.48%

5Y(CAGR)

FWD

N/A

SPXX

+6.89%

10Y(CAGR)

FWD

N/A

SPXX

+10.13%

Max(CAGR)

Winner

FWD

+38.85%

SPXX

+7.44%

FWD vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FWD	SPXX
2026	+31.42%	+3.04%
2025	+30.34%	+11.56%
2024	+32.20%	+28.64%
2023	+25.66%	+1.77%
2022	N/A	-7.14%
2021	N/A	+31.06%
2020	N/A	+0.75%
2019	N/A	+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%

FWD vs SPXX Drawdown Comparison

The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.

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

The current FWD drawdown is -4.32%. The current SPXX drawdown is -1.41%.

Rank	FWD	SPXX
#1	-29.02% Jan 23, 2025 - Jun 26, 2025	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-16.22% Jul 31, 2023 - Dec 12, 2023	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-13.31% Jul 10, 2024 - Oct 9, 2024	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-13.03% Feb 25, 2026 - Apr 10, 2026	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-12.02% Oct 29, 2025 - Jan 6, 2026	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-9.73% Jun 2, 2026 - Jun 10, 2026	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-9.18% Mar 7, 2024 - May 14, 2024	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-7.61% Jan 28, 2026 - Feb 24, 2026	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-6.99% Dec 6, 2024 - Jan 21, 2025	-11.85% Jan 12, 2026 - May 13, 2026
#10	-6.35% Mar 31, 2023 - May 22, 2023	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-5.42% Dec 28, 2023 - Jan 19, 2024	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-4.78% May 14, 2026 - May 22, 2026	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-4.63% Oct 8, 2025 - Oct 24, 2025	-7.94% Jan 26, 2018 - May 4, 2018
#14	-4.32% Jun 15, 2023 - Jul 12, 2023	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-4.16% Oct 14, 2024 - Nov 6, 2024	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between FWD and SPXX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

FWD vs SPXX dividend yield comparison.

Year	FWD	SPXX
2026	0.00%	1.85%
2025	0.11%	7.48%
2024	1.89%	6.87%
2023	0.00%	7.82%
2022	0.00%	7.30%
2021	0.00%	5.27%
2020	0.00%	6.56%
2019	0.00%	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%