ILCG vs SPXX
Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).
5-Year PerformanceILCG has outperformed SPXX, delivering a return of +14.2% compared to +8.0%
ILCG vs SPXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ILCG vs SPXX - Historical Returns
Returns include dividend reinvestment.
ILCG vs SPXX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ILCG | SPXX |
|---|---|---|
| 2026 | +10.27% | +0.77% |
| 2025 | +16.68% | +11.56% |
| 2024 | +35.11% | +28.64% |
| 2023 | +41.82% | +1.77% |
| 2022 | -32.14% | -7.14% |
| 2021 | +25.79% | +31.06% |
| 2020 | +36.78% | +0.75% |
| 2019 | +33.35% | +23.48% |
| 2018 | +1.05% | -14.40% |
| 2017 | +29.73% | +28.09% |
| 2016 | +3.62% | +14.57% |
| 2015 | +7.61% | +2.35% |
| 2014 | +15.21% | +9.85% |
| 2013 | +28.28% | +15.93% |
| 2012 | +15.97% | +15.76% |
| 2011 | +0.62% | -5.57% |
| 2010 | +10.84% | +13.97% |
| 2009 | +39.28% | +28.61% |
| 2008 | -41.24% | -29.58% |
| 2007 | +12.26% | -4.08% |
| 2006 | +3.17% | +22.10% |
| 2005 | +4.03% | -13.75% |
| 2004 | +1.19% | N/A |
ILCG vs SPXX Drawdown Comparison
The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 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 | ILCG | SPXX |
|---|---|---|
| #1 | -52.99% Oct 31, 2007 - Feb 16, 2012 | -52.38% Apr 12, 2007 - Dec 9, 2010 |
| #2 | -35.38% Nov 19, 2021 - Feb 7, 2024 | -43.80% Jun 7, 2018 - Mar 1, 2021 |
| #3 | -31.61% Feb 19, 2020 - Jun 8, 2020 | -18.59% Dec 14, 2010 - Feb 13, 2012 |
| #4 | -23.10% Jan 23, 2025 - Jun 24, 2025 | -18.06% Jan 12, 2022 - Dec 1, 2022 |
| #5 | -20.71% Oct 1, 2018 - Apr 3, 2019 | -17.95% Dec 1, 2022 - Jun 6, 2024 |
| #6 | -16.14% Jul 20, 2015 - Jan 6, 2017 | -17.67% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -15.65% Oct 29, 2025 - Apr 22, 2026 | -14.69% Nov 30, 2005 - Aug 31, 2006 |
| #8 | -12.99% Feb 12, 2021 - Apr 26, 2021 | -14.67% Nov 24, 2015 - Apr 12, 2016 |
| #9 | -12.94% Jan 11, 2006 - Nov 15, 2006 | -11.85% Jan 12, 2026 - Mar 30, 2026 |
| #10 | -12.81% Jul 10, 2024 - Oct 9, 2024 | -11.20% Oct 1, 2012 - Jan 11, 2013 |
| #11 | -11.59% Sep 2, 2020 - Dec 4, 2020 | -9.73% Jun 15, 2021 - Dec 30, 2021 |
| #12 | -9.91% Apr 3, 2012 - Aug 17, 2012 | -9.68% Jul 16, 2015 - Nov 3, 2015 |
| #13 | -9.54% Jan 26, 2018 - Mar 12, 2018 | -7.94% Jan 26, 2018 - May 4, 2018 |
| #14 | -9.54% Sep 19, 2012 - Feb 19, 2013 | -7.77% Apr 2, 2012 - Jul 27, 2012 |
| #15 | -9.27% Jul 2, 2004 - Dec 2, 2004 | -7.69% Jul 16, 2024 - Aug 26, 2024 |
Correlation
Correlation between ILCG and SPXX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
ILCG vs SPXX dividend yield comparison.
| Year | ILCG | SPXX |
|---|---|---|
| 2026 | 0.08% | 1.90% |
| 2025 | 0.47% | 7.48% |
| 2024 | 0.50% | 6.87% |
| 2023 | 0.69% | 7.82% |
| 2022 | 0.75% | 7.30% |
| 2021 | 0.34% | 5.27% |
| 2020 | 0.28% | 6.56% |
| 2019 | 0.54% | 6.44% |
| 2018 | 0.81% | 7.98% |
| 2017 | 0.89% | 5.69% |
| 2016 | 0.95% | 5.14% |
| 2015 | 0.99% | 7.75% |
| 2014 | 0.87% | 7.30% |
| 2013 | 0.94% | 7.93% |
| 2012 | 1.27% | 8.66% |
| 2011 | 0.92% | 9.28% |
| 2010 | 0.74% | 8.09% |
| 2009 | 0.83% | 8.56% |
| 2008 | 0.97% | 13.80% |
| 2007 | 0.46% | 9.46% |
| 2006 | 0.45% | 8.36% |
| 2005 | 0.36% | 0.00% |
| 2004 | 1.28% | 0.00% |
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